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Xero For Dummies, 3rd Edition by Rod Drury, Heather Smith

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Chapter 10

Mastering Your Weekly and Monthly Tasks

IN THIS CHAPTER

check Checking your accounts have been finalised for the relevant period

check Making sure your bank reconciliations are up to date

check Working through reconciliations for your clearing accounts and consumer tax control account

check Going over business details such as your invoices and Aged Receivables report

check Using Xero to collate information required by your tax authority

check Creating and reviewing your budget within Xero

check Understanding the period lock date function

Arecent client of mine has an interesting lifestyle business model — he imports a container of shoes and travels the country selling them at markets. One day, he arrived at my door with shoeboxes (oh, the irony!) filled with several years’ worth of paperwork and receipts relating ...

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