1. Become a Xero Guru with all our tips & tricks of the trade. We'll be taking a look at a whole range of different topics from browsers, date shortcuts & bulk selecting, right through to manual journals, tax rates and the VAT Return.

    # vimeo.com/109563784 Uploaded 606 Plays 0 Comments
  2. In this video tutorial learn how the VAT return for the UK edition of Xero will easily handle VAT reverse charges and EC Acquisition purchases. For more on reporting in Xero visit xero.com/uk/accounting-software/financial-reporting/

    # vimeo.com/98899378 Uploaded 6,291 Plays 0 Comments
  3. This video provides an introductory rundown of direct bank feeds in Xero.

    Find out more about Xero accounting software: xero.com/accounting-software/

    Video transcript below:

    A direct bank feed allows your bank activity to automatically import into Xero. This means your bank and Xero work together, sending the statement data over a secure connection directly into your Xero organisation. Making your life easier, with reliable and up to date feeds.

    To find out if your bank provides direct feeds go to the 'Direct Bank Feeds' page in the Xero Help Centre, and click on your region. Listed are all of the banks Xero has direct feeds with. Click on your bank and have a look at the details of the feed, especially the account types your bank supports.

    To ensure we can set up the connection to your bank as soon as possible, it is important that your bank account in Xero is set up correctly, and your application form is complete. Remember, you can only have one feed per bank account. So make sure each feed you are applying for has its own bank account set up in Xero. Since we are working together with your bank, it can take up to 10 working days to get your feed set up.

    Once the feed is activated we will send the subscriber of the organisation an email. And if for any reason we aren’t able to activate your feed, we will be in touch with you.

    Paving the way for the future, a number of banks have joined with us to provide their customers an even better service, what we are calling Next-Generation Banking or Banking 2.0. With ASB, TSB and Kiwibank in New Zealand you can apply for a bank feed through your internet banking, and these feeds start in 24 hours.

    Direct Feeds are four things – they are direct, secure, easy and reliable.

    It’s your bank, your accounting software, and you – working together to make one beautiful team.

    # vimeo.com/120631039 Uploaded 27.1K Plays 0 Comments
  4. Bring all your customer activity and transactions together with your email in Xero. Connect Xero to Gmail or Office 365 to get a complete view of your business relationships.

    To set up, select the email tab in any contact, click Connect and choose your email provider.

    You will then be prompted to sign into your email account.

    Accept the connection and that’s it - your email and Xero organisation are now linked.

    All emails between you and your customer will be visible to you in their contact record.

    You can also add individual emails to the activity stream so other Xero users in your business can see them too.

    If you’ve ever missed out on a sales opportunity before you’ll love this - simply add an email to a new Invoice, Quote or Bill.

    Connecting Xero to your Gmail or Office 365 account makes it easier to grow your customer relationships.

    # vimeo.com/147771124 Uploaded 17.5K Plays 0 Comments
  5. # vimeo.com/150866038 Uploaded 3,261 Plays 0 Comments


Júlia Rocha

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