Xero

Xero is a secure, reliable and user-friendly cloud-based accounting software. With nearly 1.5 million subscribers worldwide, it’s a popular option too. And for good reason. Xero boasts a range of intuitive, time-saving features, making it an excellent solution for all small businesses looking for a better way to manage their finances.

How can Xero help your business?

Faster payments

With Xero, receiving payments is quicker and easier, which is great news for your cash flow. Invoicing is a piece of cake; you’ll know when your customers have opened your invoice and customers can pay in a way most convenient to them. With Xero, lost paperwork excuses and overdue payments are a thing of the past.

Time-saving solutions

Xero understands just how time-consuming ‘small’ finance-related tasks can be. Xero’s time-saving tools can help you streamline your day-to-day operations and free up your time for more important tasks.

Access anywhere, anytime

As a cloud-hosted software, you can access your Xero account from anywhere as long as you have access to the internet. Using the Xero app, you can raise invoices, keep track of expenditures and even create reports at the touch of a button.

Maximising Xero with Harold Sharp

Xero can transform your business’s finances. However, you need to make sure it is optimised to fit your exact specifications.

If you need assistance setting up Xero or optimising it to fit your business needs, look no further than Harold Sharp’s team of expert cloud accountants. We are fully regulated by the Institute of Chartered Accountants in England and Wales and have over 90 years’ experience advising SMEs across the UK.

Whether you want payroll features, customised add-ons or have specific questions about the software, we’re here to provide the support you need.

Xero ‘how-to’ guides & videos

Our latest beginner-friendly how-to guides, helping you to get the most out of your Xero software.

How to add a bank account

How to add a contact

How to add a new user

How to create a sales invoice

How to create a bill

How to reconcile the bank

How to send a customer statement

How to run reports

Xero Top Tips

We have created our favourite Top Tips on using the Xero software.

Tracking categories

Tracking categories

September 30, 2021

Setting up email templates

Setting up email templates

September 30, 2021

Setting up bank rules

Setting up bank rules

September 30, 2021

Select accounts to monitor on dashboard

Select accounts to monitor on dashboard

September 30, 2021

Payment schedules

Payment schedules

September 30, 2021

Opening multiple licenses together

Opening multiple licenses together

September 30, 2021

MFA

MFA

September 30, 2021

Favourite 5 shortcuts

Favourite 5 shortcuts

September 30, 2021

FAQs Sales invoicing and receipts

FAQs Sales invoicing and receipts

September 30, 2021

Defaults

Defaults

September 1, 2021

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Welcome to FinTech Friday

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