General
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 ...
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 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 ...
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 ...