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Xero enables you to quickly set up or import such information. To make Xero a long term plan for accounting/bookkeeping management of your company, you will set up (or import) all the necessary details of your customers, suppliers (or vendors), and services (or products).
#Xero accounting software online manual
This is a big time saving as it prevents any manual data input. Once connected, all the bank and credit card transactions can be downloaded directly into Xero. One of the best features is the ability to connect all your bank and credit card accounts to Xero. The cash flow statement provides the insight into the overall cash flow of your company. The balance sheet reveals the total assets, liabilities, and equity of your business. The income statement simply shows the financial health of your business. The income statement, balance sheet, and cash flow statement are always the three primary financial statements or reports. You can create a bill, mark bills paid online, or pay bills with a check. In Xero, you can create and manage expense claims. With the accounts payable aging report, you can keep track of all the expenses and bills. You can even set up email reminders to be sent to your customers for overdue invoices. You can invoice a customer, create a credit note, or receive a customer payment through traditional payment methods or online through PayPal, Stripe, etc. In Xero, you can create an online quote, bid, or estimate. each single upcoming and overdue invoice of each customer. With the accounts receivable aging report, you can keep track of all the income and sales i.e. To better understand and keep track of the financial health of your business reports that can be generated from Xero include: Monthly checking and review to ensure the data is properly input and the useful reports will be generated to provide management a right tool for decision making. Train your in-house staffs for using XeroĬontinue consultation and follow up to meet the clients business changing needs Implementation of Xero on your daily operation Plan and schedule for Xero initial set upĬonversion of existing software data to Xero Review and analyze your company current situation on book-keeping, internal control, invoicing, resources on accountingĬonsultation on how your business maximize the function and features of Xero and its associated apps When the monthly plan is terminated in shorter than 12 months, HK$1,500 will be charged for the attended 1-hour training workshop. Otherwise, your deposit will be deducted on pro-rata basis due to your short termination notice. When subscribing to the monthly plan, you will be charged a 2-month deposit in advance.Īfter subscribed to the monthly plan, a termination notice with two months in advance has to be submitted to Prism Consultancy.
#Xero accounting software online trial
Maintain records of financial transactions by establishing accounts, post transactions, and ensure to meet compliance requirements.īalance general ledger by preparing a trial balance, and reconcile entries. Reconcile reports to third-party records such as bank statements. Produce financial reports that are ready for auditing. Record transactions such as income and outgoings, and post them to various accounts. The general ledger and audited financial report of the year.īook all expenses and payments into Xero with attached invoices so that all expenses can be tracked. If you would like us to convert all the previous accounting details into Xero, for example, all transactions, its general ledgers and others, please provide more details and we will give you further quote: How many contacts are to be converted to Xero?Ĥ. Which fields and/or information you would like to convert, for example, name, phone number, email, etc?
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If you would like us to convert all the contact details of your clients and/or suppliers into Xero, please provide more details and we will give you further quote: Setup of invoices in the format of your preference.ģ. Unlimited phone consultation for two months. Useful operational notes and videos are made available for your staffs to learn and review from time to time. One hour one-to-one training (with maximum three persons) on setup and daily operations of Xero.
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