Xero
How to Account for Fair Play Vouchers in Xero
Fair Play Vouchers All Fair Play Vouchers should be emailed to vouchers@scoutsqld.com.au to ensure they are redeemed in a timely manner. What can Fair Play Vouchers be used for? The voucher can only be used for membership, registration or ...
Transfers in Xero
When you transfer money between two bank accounts in your Xero file, you don’t need to create two separate transactions. For Transfers in Xero, you create the Transfer transaction from one bank account, then when you go to the other bank account, it ...
Xero's inbuilt calculator
There is an inbuilt calculator in the Quantity, Unit Price and Discount percentage field in transactions, and the debit and credit fields in manual journals in Xero. When you enter a calculation in a field, then press Enter or Tab on your keyboard, ...
Using multiple pages in your Xero file
You can eliminate the frustration of flicking to a new area of Xero to complete a task, and then having to navigate your way back. If you hold down the Control Key, and then navigate as normal to another place in Xero (while holding down the Control ...
Setting a period lock
Lock dates prevent users from altering transactions for a selected period, eg year end account finalised. Xero advisors can set and change lock dates as required, refer the link Set up or remove lock dates – Xero Central If you have queries, please ...
Budget
Every Formation should have a budget as this determines the fees to be charged to members to cover operational costs – refer the link to the Support Hub Group Fees (scoutsqld.com.au) If you have queries, please email financehelpdesk@scoutsqld.com.au ...
Find and recode
If you find you need to recode multiple transactions lines in bulk eg if you need to allocate tracking, you can do this by recoding the source transaction. Please refer the link Find and recode a group of transaction lines – Xero Central If you have ...
Xero training videos
Xero offers a large amount of support material on its website including training videos Learning topics – Xero Central If you have queries, please email financehelpdesk@scoutsqld.com.au
Cash refund from a supplier credit note
If you have received a credit note from Branch Support Office, and you then request a refund for this amount, please refer the link on how to account for the refund in your Xero file Process a cash refund – Xero Central If you have queries, please ...
Credit Notes
If you receive a credit note from the Branch Support Office or another supplier, it is important that this credit note is entered into Xero in a timely manner. To enter a supplier credit note refer the link Add a supplier credit note – Xero Central ...
Cash Versus Accrual Accounting
We require all Formations adopt accrual accounting as this will ensure that your income and expenses are aligned in the same reporting period. Please ensure that you enter all invoices for payments in the month the expense was incurred, this would ...
Monthly Statements
Monthly statements let people who owe you money see the current amount owed and the composition of the debt. There are two types of statements available in Xero, an Activity Statement and an Outstanding Statement, refer the links Customer statements ...
Receipts
With Xero, if you wish to issue a receipt you can email these directly from Xero – refer the link Send a receipt to a customer – Xero Central If you have queries, please email financehelpdesk@scoutsqld.com.au
Archiving your outdated contacts
Contacts cannot be deleted in Xero, but they can be archived. This means they can be restored if required at a later date – refer the link below: Archive or restore contacts (xero.com) If you have queries please email ...
Grouping your contacts
You can group your contacts for things they may have in common eg members of a particular Section. This will allow you to send an identical invoice to all members of a contact Group with minimal work (please note that you can only invoice a contact ...
Merging Duplicated Contacts
Xero contacts include customers/members and suppliers. It is important that correct contact details are maintained for effective communication eg when emailing invoices, contact details - refer the link below: Contact fields (xero.com) If you have ...
Managing your contacts
Xero contacts include customers/members and suppliers. It is important that correct contact details are maintained for effective communication eg when emailing invoices, contact details - refer the link below: Contact fields (xero.com) If you have ...
Tracking for Section Accounts
What is tracking? Xero uses tracking categories, which is like cost centres or department codes. Tracking allows you to see your financial results in departmentalised areas, allowing you to produce financial reporting for different Sections of the ...
Xero Start Up Guide
Why should I use Xero? The main benefit provided by Xero is the automation of manual processes. Xero replaces the manual cashbook and receipting system and also removes the need for spreadsheets and paper documents, as Xero provides a central ...
Xero Network Key
Want to save time inputting invoices into Xero? Xero files can be connected with other Xero files utilising a network key. You can give another organisation your network key so they can send invoices or bills to your organisation through the Xero to ...
Xero Search Function
Xero has an excellent search function to assist you to locate a supplier, customer, amount, refer the link Use search in Xero – Xero Central If you have queries, please email financehelpdesk@scoutsqld.com.au
Xero Help Desk
When you login, at the right hand side of the screen is a question mark. If you click on this question mark you can type a question or word eg invoice reminders, and this will take you a screen telling you about invoice reminders. This is a very ...
Repeating Invoice Template
If you have someone you regularly invoice you can set up a repeating invoice template eg term fees, den hire. This feature automatically generates a new periodical invoice based on the saved template. You can edit this field for price changes, ...
Create a bank rule
Xero Tip to Save You Time – Bank Rules (refer the link below) Create a bank rule (xero.com)
Invoice Reminders
Automatic invoice reminders remind your customers/members that they have missed paying an invoice by the due date. The link below shows you how to set up invoices reminders: Set up and add invoice reminders (xero.com)
Bad Debt
Xero – Bad Debt Like any business we try to avoid bad debts ie money owed to the Formation that cannot be collected as this can seriously impact the Formation’s ability to pay their bills in a timely manner. Refer QBSI 6.12 on guidance to manage ...
Aged Payables Summary Report
We recommend that you regularly review your Aged Payables Summary Report to identify any overdue accounts to ensure suppliers are paid in a timely manner. You should ensure that all bills have been entered and the bank reconciliation is up to date ...
Aged Receivable Summary Report
We recommend that you regularly review your Aged Receivable Summary to identify money owed to the Formation that is beyond 30 days so that you can follow up unpaid debt. You should ensure that all invoices have been entered and the bank ...
Statement of cashflows (new)
Cashflow is very important to every business and the statement of cash flows is a good summary of the income and expenses for a particular period. Please note this report only includes cash movements and doesn’t account for non-cash movements. ...
Xero Dashboard - Account Watchlist
The Dashboard provides an overview of the bank for all your accounts, invoices owed, bills to pay and an account watchlist. An account watchlist is a snapshot of the monthly and year to date balances of accounts you want to keep an eye on eg ...
How to fix an incorrectly reconciled bank statement line
If you have reconciled a bank statement line to the wrong transaction visit https://central.xero.com/s/article/Fix-an-incorrectly-reconciled-bank-statement-line
Bank Reconciliation Summary
You should on a regular basis run the bank reconciliation summary (recommend at the end of each month) to check the actual bank balance and the balance of the bank account in Xero match. For more information on running this check in Xero ...
Bank Reconciliation
You should on a regular basis reconcile your bank accounts in Xero. The bank reconciliation confirms all the transactions in the bank accounts are recorded in your business accounting records and may identify problems with your Xero file. For more ...
Bank Feeds
Your Xero file should be set up to automatically import bank transactions into your Xero file. If you have a bank account that isn’t importing into Xero please refer to the instructions at https://central.xero.com/s/article/Bank-feeds
How to Import SMS Contact Details to Xero
Why would I want to import contacts? The Scout Management System (SMS) has all your member details and if you import these details into Xero, this can assist you with Membership invoicing. How do I get contact details from SMS? Log into SMS. Expand ...