Xero For Dummies, 2nd Edition

Chapter 18

Ten Common Mistakes Made in Xero and How to Avoid Them

In This Chapter

Utilising expert help

Getting your head around differences in terms

Knowing how bank reconciliation autosuggestions work

Keeping track of how users access your Xero file and when to delete a user account

Storing emails and owning data

Understanding the differences between Xero and your old system

I n this chapter, I highlight mistakes, myths and misconceptions about working with Xero. And I explain how you can identify and avoid them — ensuring you’re working efficiently and effectively.

Not Making Use of Expert Help

The philosophy behind using Xero is, because it’s in the cloud, you can invite experts to work on your data and provide ongoing advice during the year about your financial position. No longer do you need to wait till the end of the year to speak to your accountant!

So make sure you take advantage ...