Xero For Dummies, 2nd Edition

Index

• A •

access by other users, 91–93

access levels for users, 90

accidental contact merging, fixing, 119

account transactions, viewing, 215–216

Account Transactions tab, 216

Account Transactions window, search box in, 221

Account Watchlist, 87–88

accountants

access to accounts by, 91–93

help from, 300

in team, 16

Xero certified, 18–19

accounting programs, converting from, 61–71

Accounts, 15

accounts

adding to Account Watchlist, 88

archiving, 45–46

confirming completeness of, 246

creating chart of, 38–39

deleting, 44–45

locking down, 282–283

practical aspects of, 46–50

preparing for tax accountant, 273–276

types of, 35–37

accrual accounting, 125

accuracy of records, 167

Activate Your Account window, 29

activity statements

creating, 162

using, 162

ACT!Link add-on, 354

Add Contact window, 110–111

Add Credit Card Account window, 53

Add New Account window, 43

Add New Tax Rate window, 57

Add PayPal Account window, 54

add-on providers, longevity of, 351–352

add-on solutions

benefits and risks of, 350

possibilities of, 353–360

response times for support, 352

website, 324

adjustment notes (historical), entering, 50

Adviser, 15

advisers

access to accounts by, 90–93

in team, 17

Xero certified, 369–370

advisory team, using, 204, 367

Aged Payables Detail, 230

Aged Payables interactive chart, 239

Aged Payables report, 253–254

Aged Receivables report, 252–253

Allocate Balance on Credit Note window, 187

allocated payments, removing, 156, 180

android devices, sending invoices with, 139

Appendixes, ...