Xero is
an outstanding accounting software. They are a New Zealand based software
organization which has taken the idea of providing accounting benefits to a
whole new level. Several business organizations have been effectively using
this service for a long time now. It has been a key software which has been
aiding accountants and bookkeeping with their complex accounting activities.
They make sure that their services are efficiently accessible by every business
irrespective of their size and nature. They have a clear understanding that
small businesses are the heart of every nation, as they are the ones who always
contribute to most of the GDP of the nation. Xero has been working effectively
in providing better apps, tools, and services for small business to function
more efficiently. You can connect with the Xero technical support phone
number and
avail more information in regard to the services that they have on offer. The
professionals would give you more detailed information about their services.
One of
the common requirements of users who use this software is the need to print the
standard report using Xero. In this blog, the process of printing or emailing
the standard receipt has to be brought to you in a simplified manner. Having
the printout or email of the standard report is essential when you have made a
batch deposit or even received some payments from your customers. It is seen to
be ideal that you generate a standard receipt and send it across to your
customer as a PDF which would act as proof that you have received the amount.
The process to mail the receipt
·
In your Xero account, you would have to navigate
to the Account Menu and then further click on the tab which is for Bank
Accounts
·
You would see a list of banks from which
you would now have to select the one in which you have received the payment
·
Further, search and then click on one of
these given options that you would see on the screen of your selected bank
·
Payments: Multiple Items
·
Payments: Multiple Items
·
Name of the Customer (Receive Money
Transactions)
·
Now you would have to click on the option
of Send Receipts in the case where you have made a batch payment or you would
have to first click on options and then select the Send Receipt option if you
have made a single payment
·
Further, you would be able to enter or
edit the information from the windows to send receipt as PDF
·
Once you have completed all the said
steps, click on the ‘Send’ option
Users can
utilize this method which has been provided by Xero to generate the online
standard Receipt as PDF file for a single batch or batch payment that you have
received. In case, you come across any issue while undertaking this said
process, you can promptly connect with the Xero customer support phone
number and take the assistance from trained experts who would
smoothly guide you through the complete process.
Source
URL: Process to print a standard
report with Xero
A
two-step authentication process or setup
is used when you are shifting from your old phone to a new one. It is recommended that till the time, you haven’t completed
the process, make sure that you do not throw away the phone till the settings
have been completed. The process can be
completed with the same application, recovery question or the email address
that you had used. This blog will discuss each and every necessary requirement
that is required for two-step
authentication required for Xero login in your smartphone. For any further
details, the number at Xero support number will be at your service 24X7.
Details to be
kept in mind while moving to a new phone:
When
you are moving the two-step authentication
to a new phone for the Xero login, you need to keep the following things in
mind.
·
Disable the existing account.
·
This will help Xero to generate a new
barcode or key required to sync the new application with the software.
·
To disable the 2SA, you need your old
phone.
·
When setting the 2SA in the new phone, either uses the same authenticator application or a different one. The same recovery questions and
email address can be used. If you wish, you can change them and use new ones.
How to set up the two-step authentication on the new
phone
Step 1- Disabling the existing
account
·
Log in to the Xero accounting software
with the help of recovery method or authenticator application, whichever is
suitable for you.
·
Click on the profile image and go to
accounts.
·
Select disable, under 2SA
·
Provide the 6-digit code, and choose the
option to disable.
Step 2- Setting the authentication
application:
·
Download the authenticator application
on the phone.
·
Login to the Xero account, click on
profile image and go to accounts. Select the option of setup under 2SA.
·
Once the authenticator app has been
downloaded, begin the setup process. If already the app was installed, then
click on add account.
·
Enter the barcode which will be shown in
Xero to the application. You can either scan it or enter it manually.
·
After providing the code, click next.
·
A new 6-digit code will be generated by
the authenticator application. Enter it in the Xero account.
·
Then choose any three security questions
that can be used as a recovery method.
This
process talks about when you have access
to your old phone and you can download and install the authentication app with
its help. But if you lose your phone or can’t remember the security question,
then it is advised that you take the help from technical executives at Xero contact number.
Source
URL: Xero Authentication App Download
Xero is a highly sought after
cloud-based accounting software which provides the users with accurate numbers
anywhere, anytime and even on any device. Xero has assisted in building a
trusted relationship with small business clients with the help of online
collaboration. This is a service which is used by over 1.5 million users around
the globe. This service has help take a lot of burden off the shoulders of the
users and the best part is they can access their data from anywhere. Xero has
also made sure that they cater to all the needs of the users in the best ways
possible. Users are provided with the benefit of Xero support numberat all
times. This is a customer support which the users can avail at any time to
cater to concerns of any kind. They would provide the users with prompt
solutions on every query that they would come up with.
One of the common query that the
users come across with is regarding transfer of Xero subscription. It has often
been seen that users while working for an organization would take the
subscription of Xero on their profile which they later wish to transfer to an
organization or someone else. This is often seen when a user subscribes to Xero
when they start up with an organization. When they later expand to a well of
business they come across this need of having to transfer the subscription in
the name of the organization. Xero as aptly catered to this need of the users.
They have made it functional that a user can efficiently transfer the
subscription using some simple steps. Inculcating these steps have aided a lot
of users who have subscribed to Xero.
Process to be undertaken to transfer Xero Subscription
In a simple overview Xero has made
sure that if you have the principle role in practice, you can efficiently
transfer the subscription for an organization to someone else where the person
who takes over the subscription then becomes liable for the monthly payment to
Xero. You can simply resend or even cancel an invitation to transfer a
subscription.
The steps to transfer the
Subscription are as follows:
·
Initially, you would have to choose the
organization’s name of which you want to transfer the subscription and then you
have to select the option “My Xero”.
·
To the right-hand side, you would find few
options under the heading of subscription.
·
There you would then have to select the
option which says “Transfer”.
·
After you have done the above-given steps,
you would further have to fill in the name and email address of the new
subscriber.
·
Once you have filled the required
information, click on the option of “Request Transfer”.
The transfer would only be
completed when the person whom you have nominated to take over the subscription
accepts the invite. You would receive an email confirmation stating the
acceptance of the new subscriber and the subscription transfer would be
complete.
If you come across any doubts in
the process to be followed and wish to garner more information, you can do so
effectively by connecting with the Xero customer care number. They
would provide you with trained professionals who have complete knowledge of
guiding you through the process.
Source
URL: How to Transfer Xero
Subscription
Xero Account is a cloud-based
accounting software that gives you the luxury of completing different accounting
tasks on one platform. Through Xero Account you can sync your bank
transactions, contact accountants and process invoices much faster. This
article explores how you can import you ban statements to Xero Account so that
it becomes easier to manage your finances. If you want a more detailed guide
for important your data you can contact Xero technical
support and speak to a certified expert about the
same.
Steps
to Import Bank Statements in Xero Account
The Xero Import Bank Transactions tool makes it very easy to transfer your transaction data from a CSV
file. You can follow the steps given below to import your bank statements:
·
Go to your bank website and download your bank statement and
open it with Microsoft Excel or Google Sheets.
·
You can
edit the bank statement to keep only what information you need. Bear in mind
that it is important to retain all the information related to dates,
descriptions and transaction amounts.
·
Once
you are done editing the bank statement as per your preference you can save it
on your computer. Remember to save it as a format that is compatible with Xero.
Xero allows you to upload three different types of files OFX, QIF and CVS. It is recommended that you use the CVS format.
·
To
import the file to Xero go to the Manage Account section and click on ‘Import a
Statement’. Click on the browse button and navigate to the location where you
saved the CSV bank statement. When you are ready to upload the bank
transactions just click ‘Import’.
·
In case
the is the first bank statement you are importing to Xero the software will ask
you to check if the fields in the CSV file are mapped correctly with the fields
in Xero.
·
Go
through all the fields one by one to make sure the data in the bank statement
corresponds to the data in Xero. If this is the first time you are importing
data then go slowly as it may be a little confusing at the start.
·
If the data is imported correctly you will
observe that the date field of the statement corresponds to the transaction
date filed in Xero. The same can be said of the amount filed in the bank
statement and the transaction amount field in Xero.
·
Apart from the date and transaction fields, you should check to make sure the payee
and the description field in the bank statement and in Xero are mapped
correctly.
·
Once you are satisfied with the mapping just click save and
you will be able to see the reports of the import.
Once all the transactions are uploaded you can reconcile the bank transactions with the general ledger in Xero. If you have any difficulty in the steps mentioned above or if you notice any discrepancies between the information in your bank statement and the information in Xero you should contact Xero customer service as soon as possible. A certified expert will be happy to give a step-by-step guide on how to correct any data error while importing bank statements in Xero Account.
Source URL: How
to import bank statements in Xero Account
Your VAT return is basically a calculation of the value-added-tax
that needs to be paid to or in some cases reimbursed by the HMRC. If you are a
VAT registered business then you will be required to file your VAT returns on a
quarterly basis. Thanks to Xero filing your VAT returns online has never been
easier. As a cloud-based accounting software, Xero is specifically designed to
help small or medium sized businesses keep a track of their finances online.
Because of the legal issues involved, you
should always consult an expert before submitting your VAT returns. If you feel
that you need help completing the process you can contact Xero customer care
number and seek
additional assistance. You can also read through the steps and suggestions
given in this article so that you can complete the VAT return process without
any hassles.
Important
Points before Preparing VAT Return
Here are some
important points to keep in mind before you begin to prepare your VAT return in
Xero:
·
Be sure
to go through all the transactions for the return period to make sure the
information entered is accurate
·
Run the
bank reconciliation summary to make sure all the accounts are reconciled with
the end if the return period.
·
Create
a general ledger report and verify any transactions that may appear on the
Exceptions tab
·
Double
check the financial settings to certify your VAT details
·
Publish
the returns for any previous period according to the date
How
to run your VAT Return?
If you have checked
and verified all the transactions for the return period then you can follow the
steps given below to run your VAT Return on Xero:
·
Step 1:
Open Xero and login in
·
Step 2:
Go to the Accounting menu
and select ‘Reports’.
·
Step 3:
Look for the Tax section and
click on ‘VAT Return’.
·
Step 4:
Choose the ending date of the return period and click ‘Update’
·
Step 5:
You have the option to save as a draft so that you can finish your return
checks before the final submission.
·
Step 6:
If all the information is accurate you
can click ‘File VAT Now’ to complete the process.
VAT Adviser Review
Before you finalize
your VAT Return Xero recommends that you get it reviewed first. Any user in the
organization who has adviser access can be asked to review the VAT Return. You
can follow the steps given below to request a review:
·
Go to the green window
at the top of your VAT return
·
Select the highlighted
option that reads “ask your adviser
to review this return.”
·
Choose
an adviser from the list given, type your message and click ‘Send’.
If you need the VAT
Return for future reference you can export it using Google sheets or Microsoft Excel. If you have any trouble preparing your
VAT Return on Xero you should contact Xero customer
service number and ask for help.
A team of professional Xero experts is available 24 hours a day to provide
quality technical assistance to resolve any VAT error you may encounter on
Xero.
Source URL: