Xero tips and tricks (Feb 2020) | Xero

Go further with Xero by learning tips and tricks to help reduce the admin, manage customers and gain business insights.
Please note that this webinar was recorded in February 2020 and the Email to Bills auto-population feature has been released to all Business plans. If Xero can read the emailed bill successfully, some fields, such as the Contact, Date, Total, Due Date, and Reference fields, might automatically populate.
Learn more on Xero Central:
www.xero.com/a...
Xero is beautiful accounting software for small businesses and their advisors. See your cashflow in real-time with online accounting, invoicing, payroll, billing & banking. Just login and see the difference. Sign up for a free trial at www.xero.com/s...
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[@ahmedshakebzubairi25]

Very well explained. This short video has given a good understanding of the functionalities of XERO.

[@xero]

Thank you! -OG

[@donkeytube77]

Best video I've seen so far. Thanks for sharing. Properly useful. 👍

[@eftihisbotonakis7204]

Thank you ! I really enjoyed this video!

[@tonyfinnigan5432]

ANOTHER GREAT STEP FORWARD IN AN AMAZING PRODUCT KEEP IT UP!!

[@nicarlarankmore2114]

amazing! i learnt lots

[@ashcoexcavations5232]

Great tips and tricks thank you :) I do have a question please. I am wanting to check if the invoice reminders and statements have been sent. They are not showing in the customers history entries. Can you please assist? Thank you.

[@xero]

@Ashley - there should be a note of this in the history for that contact or the transaction (central.xero.com/s/article/Check-a-reminder-s-status-and-history). If you haven't already, can you please come through to our support team so they can take a look > central.xero.com/s/contact-support Thanks. -OG

[@kerrieivanoff6118]

RECONCILE
statement lines...
on the other side of statement line
there is a big box that say on top
match create tranfer discuss find and match

[@xero]

Yes. If you need more information about reconciliation and these tabs, this guide to reconciliation might help > central.xero.com/s/guide/a5B3m000001kbYKEAY/reconcile-bank-accounts-easily-in-xero Please use the link for our support team at the bottom of that page if you need more help. -OG

[@stuartmorley6338]

Xero is great but ruined by stupid security and now 2FA which you are forced to use. Avoid at all costs. Used to recommend it but not now as it's SO painful with constant security. User should have the ability to choose their own security.

[@andrewgurdon8891]

You can turn it off.