Xero For Dummies, 4th Edition

Index

A

• account transactions, viewing, 241–242
• Account Transactions tab, 242
• Account Transactions window, 246
• Account Watchlist, adding accounts to, 92–93
• accountants
  • finding and keeping, 18–19
  • functions of, 16–17, 344

• accounting programs, converting from, 63–73
• Accounting Reports, accessing transaction details with, 262
• accounts
  • activating, 30
  • adding new, 43–45
  • adding to Account Watchlist, 92–93
  • archiving, 46
  • deleting, 45–46
  • effect on reports of types, 36
  • locking down, 327–328
  • new, 43–45
  • practical aspects, 47–51
  • preparing for tax accountant, 317–321
  • reviewing at EOFY, 321
  • reviewing prior to tax accountant finalisation, 318–320

• accrual accounting method, 136, 181
• activity statements, 176, 177
• Activity tab on Contact dashboard, 122
• Add Contact and Contact Information section of Add Contact Window, 116
• Add New Account window, 45
• Add New Tax Rate window, 58, 59
• Add Receipt window, 206
• Add Your Organisation to Start Using Xero Now window, 31
• adjustment note. See credit note; supplier credit note
• Admin access to Xero Expenses, 214
• advanced ratios (Business Performance dashboard), 348–349
• Adviser user access level, 95
• advisory team
  • assistance from, 228, 435
  • establishment and needs, 16–18

• Aged Payables report
  • customising, 345
  • outstanding creditors, 294

• Aged Receivables report
  • bank reconciliation, 223
  • customising, 345
  • outstanding debts, 292–294

• Allocate Credit to Bill window, 203
• allocated payments, removing, 170, 196
• Android phone. See also mobile device
  • uploading ...