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SBCA Accountants

SBCA Accountants

Experienced Accountants in Preston

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Xero tools and resources, part 3

In this third and final article, we look at some of the more advanced tools available to you.

In our first article, we looked at:

  • Introducing Xero
  • Understanding the dashboard
  • Confirming settings

In our second article, we covered:

  • Attaching files
  • Connecting bank accounts
  • Reconciling bank accounts
  • Invoicing customers
  • Paying suppliers

In this third and final article, we look at some of the more advanced tools available to you.

Managing expenses

Creating quotes

Creating purchase orders

Connecting apps

Need some help with Xero?

If you need the support of a Xero certified accountant, please get in touch.

Seeing beyond the numbers.

Here at SBCA, we think your business should support your life, not the other way round. All those numbers, percentages and net margins should be daily tools to get you where you want to be, not yearly sirens to tell you where you are, you already know that. Whilst our Accounting and Taxation services will keep you fully compliant, our Business Development and Private Wealth services can really change your life.

Find out more about our services here:

  • Accounting & Taxation
  • Business Development
  • Private Wealth

Category iconXero

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