• Skip to main content
  • Skip to footer
SBCA Chartered Accountants

SBCA Chartered Accountants

Chartered Accountants in Preston

Call Us Now 01772 204102

  • Facebook
  • LinkedIn
  • Twitter
  • Accountancy & Tax
  • Business Growth
  • Private Wealth
  • Who We Help
  • About
  • Our Team
  • Client Testimonials
  • Contact
  • Client Login

Xero tools and resources, part 3

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

28th August 2018 by Chris Bond

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

Xero Gold Partners
ICAEW Chartered Accountants
Clear transparent pricing champions

Footer

Get Your Free Copy of Chris’s Book

Reflect Dream Do

Quick Links

  • Get in touch
  • Book Your Discovery Call
  • Client Testimonials
  • Blog
  • Meet Our Amazing Team
  • Work for us
  • Time. Money. Headspace.

Get Your Free Tax Planning Checklist

Business Tax Planning Checklist

Join The Preston Business Community

Preston Business Community

The Latest From Our Blog

Are you making the most of your accounts data?

Are you making the most of your accounts data?

27th January 2021 By Chris Bond

Students warned to avoid tax scams

Students warned to avoid tax scams

21st January 2021 By Chris Bond

Dates for Your Diary

Tax Time – Dates for February 2021

14th January 2021 By Chris Bond

Read more from the blog

We use telephone tracking numbers to link a user’s call to the marketing channel that they originated from. This is done using cookies, you can choose to decline cookies using your browser settings if you would prefer not to be tracked. We may record calls for training or monitoring purposes.

This firm is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Copyright © 2021 SBCA Chartered Accountants · Privacy Policy · Terms & Conditions · Site Design by Simply Smarter Marketing