Email Invoices or Documents Directly To Your Xero Account Xero have just added a new feature - the ability to email files directly to your Xero account so that you can attach those invoices directly to your transactions. If you receive an invoice in your inbox, just forward it directly … [Read more...]
Xero Accounting by Expert Chartered Accountants
Dolman Bateman are Xero experts. As part of our service, we offer help videos and step by step procedures.
Our clients get expert accounting support via Skype, monthly business workshops and, of course, business & tax advice.
Below are some of our Xero help videos. Our clients get videos specific to their business.
To find out more about how we can help you visit our Xero Page here
Bank Reconciliations in Xero One of the key benefits in Xero is the Bank Feeds function, it produces a massive saving in time, complexity and accruacy. The first step in accounting for small business is accounting for the transactions that go through the business bank account. In … [Read more...]
Xero How To Process Part Payments of Invoices Sometimes customers pay invoices off over multiple payments. You might have negotiated payment terms for them to pay their outstanding account over time. Weekly, monthly etc. So how do you match payments to the invoices in the bank … [Read more...]
How to Apply Prepayments or Deposits in Advance A real trick for many people is how to handle prepayments, payments in advance or deposits on goods and services before the service or goods is delivered. Many people just leave the transaction as unreconciled until the invoice is raised, … [Read more...]
Tip: Using Xero Built In Calculator A quick Xero Tip - you can use Xero's calculator to make simple arithmetic calculations - add, subtract multiplication and division. On any number field in Xero you can enter a simple formula on the fly - very handy. Lets look at a quick example. We … [Read more...]
Expenses Claim to Loan Account Quick Video: Xero has a very handy system for handling expenses claims for those expenses you pay in cash, from your personal account or credit card. The expense claim feature confuses many because as the business owner they want to record the fact that … [Read more...]
How To Apply Credit Notes to Outstanding Invoices How to create a credit note and apply it to outstanding invoices. Plus how to apply an unapplied credit note to outstanding invoices We have a Step by Step Procedure downloadable as a PDF available for download. Just click the link … [Read more...]