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Help article

Raise a case in Xero Central, then use My cases to manage it. ... View the cases you’ve raised, as well as their status and expected response time. ... Share a case with other users in your Xero or...

  • For everyone
  • Xero
Help article

Add Stripe as a payment service in Xero, then apply it to an invoice template so customers can pay their invoices using debit and credit card. ... When you add Stripe as a payment service in Xero, ...

  • For small businesses
  • Xero
Help article

If you get an error or warning when using Tap to Pay, check here for a solution before you contact Xero support. ... If your organisation is connected to multiple Stripe accounts, you can’t use Tap...

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Course

Add work you do for clients as a project. ... Break it into manageable tasks, and add deadlines to keep on track. ... Monitor project profitability with estimated hours and charge out rates.

  • For accountants & bookkeepers
  • Xero
Course

Build your own chart of accounts, or copy an existing chart into Xero's template. ... Import it to replace the default chart of accounts.

  • For accountants & bookkeepers
  • Xero
Course

Use Contacts in Xero to manage your supplier and client details. ... Add and organise your contacts so they're easy to find in Xero.

  • For accountants & bookkeepers
  • Xero
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Discussion

I used to be able to tab from the 'issue date' to the 'due date' field and type in '+3' to have a due date 3 days after the issue date. ... Now I have to frustratingly make four mouse clicks to do ...

  • 17 December 2024
  • Answered
Discussion

Hello one of my representatives has told me that when creating an invoice or quote and emailing it to a customer there was a preset option to SEND ME A COPY which was clicked to the yes however sin...

  • 9 January 2025
  • Answered
Discussion

For example if profit after tax says £20,000 does this mean that is what we pay tax on or does that amount include the tax allowance (of £12,500) meaning we only pay tax on £7,500? ... Tax for a so...

  • 26 January 2025
  • Answered
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Managing documents, connecting with suppliers, integrating with Xero and other products

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Managing cash flow, running your business remotely, connecting and communicating virtually, managing your team and customers

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Generating standard and custom reports, tracking financial basics for an organisation, dashboards

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