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HOW TO USE XERO Cloud Accounting
2HOW TO USE XERO BY MARKETING GEM - ARLENE JOVITA
What is ?
3HOW TO USE XERO BY MARKETING GEM - ARLENE JOVITA
Xero is a New Zealand-based software company
that develops cloud-based accounting software.
4HOW TO USE XERO BY MARKETING GEM - ARLENE JOVITA
Xero is for small and medium-sized businesses.
5HOW TO USE XERO BY MARKETING GEM - ARLENE JOVITA
Open web browser and type www.xero.com.
6HOW TO USE XERO BY MARKETING GEM - ARLENE JOVITA
I recommend Xero trial version.
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Click FREE TRIAL.
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You get 30 day free trial.
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Fill-in Sign up details.
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Click Get Started.
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You are now logged on as Marketing Gem.
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Click Add an organization.
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Fill in organization.
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Click Start Trial.
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Click OK.
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Edit Basic Information.
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You can add your Logo.
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Click Upload Logo.
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Browse and attach the file then click Upload.
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Type Contact details.
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You can customize
the Chart of Accounts.
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Find it at the
Settings.
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Click Chart of
Accounts.
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Default Accounts based on my organization structure.
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To export Chart of Accounts to Excel spreadsheet.
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Click Export.
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Chart of Accounts exported to excel .
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Let us try to Add an Account.
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Click Add Account.
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I want to add Professional Services.
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Click Revenue for account type.
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I will set a unique Code Number – 250.
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All assigned account numbers must have NO MATCH in the system.
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Account Name is Professional Services.
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You can write a specific description of the Account.
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Tax on sales is default since it is a revenue account.
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Click Save.
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Now add a Bank Account.
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Click Add Bank Account.
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Click Bank Account.
(We can also add Credit Card and Paypal.)
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Bank has no matches. So click No Matches.
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Unique Code
Fill in Bank Account details.
Currency is PHPAccount Number
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Click Save.
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Bank account has Zero Balance.
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CREATING CONTACTS(Owners, Employees, Suppliers or
Customers)
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Click Add a contact.
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Accomplish new contact information.
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Click Save.
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CREATING AN INVOICE
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In the Dashboard, click New sales invoice.
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Enter transactions.
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Tax is Exclusive of the billed amount.
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Transaction saved will go to the Drafts.
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Click Submit for approval.
If you have no approving authority.
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Click OK to confirm.
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To approve directly, check Invoice and click Approve.
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Click OK to confirm.
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TO RECEIVE PAYMENT
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Full payment is received, click Awaiting payment.
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Check INV-001.
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Type Date Paid.
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Enter Marketing Gem in the Paid to.
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Check amount paid. Click Add payment.
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You can view Invoice and Send Receipt.
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You can TRACK your Cashflow with a
specific Contact on a monthly basis.
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Now we add New Client.
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CREATING ANOTHER INVOICE
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Follow previous instruction.
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If TAX is ENCLUSIVE of the billing amount.
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Invoice is Tax Exclusive.
If TAX is EXCLUSIVE of the billing amount.
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EMAIL INVOICE
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Click Email.
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You can add supporting documents in your Invoice.
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Click Send.
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Invoice attached to Email.
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Invoice received by AJ Sleepwear
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PREPARE BILL
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Click New Bill.
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Fill-up transaction, Click SAVE.
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Click Approve.
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PAY BILL
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Input details and Click Add Payment.
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CREATE NEW BILLTo purchase Office Equipment
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Payment is not made. This will reflect in the
Accounts Payable.
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REPORTS
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Open Reports in the Main Menu.
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Let us view Cash Summary.
Cash Summary is under the CASH REPORTS.
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Click Cash Summary.
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You can filter viewing the Cash Summary.
Filter Date Filter Period
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In the Detail Reports, Click Journal Reports.
To create Journal.
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Click Manual Journal or Add a new Journal.
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In the Manual Journal, Click New Journal.
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Record Journal Entry.
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Click Post once finished.
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Generate General Ledger.
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General Ledger Summary is generated.
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Generate Trial Balance.
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Trial Balance is generated.
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To Print or Export reports.
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Check company performance thru Profit and Loss.
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After deducting all expenses, company has a net profit of
41,250.00.
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Budgeting can be made using the
Budget Manager.
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Export or Import a Budget.
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ALWAYS REMEMBER!!!
Your WORK
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HELP is a click away when you need to learn more and
solve issues.
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CONGRATULATIONS!
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You now learn how to set up and use Xero Accounting System.
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Find out more Virtual tutorials from Marketing Gem
by visiting my website:https://
marketinggemblog.wordpress.com