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2 results found

  1. startup help

    Most Small business owners like myself are not accountants. Getting Xero working and using the integrations with hubdoc has been lots of trial and error and frustration. It would be so much easier if as part of starting an account I had someone for the first month to get online with me who can see my screen and walk me through how to do all of the basics such as: 1. How do I correctly bring a receipt into xero through hubdoc so it matches to transactions I can reconcile? 2. How do I setup the quote system to work…

    1 vote

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    0 comments  ·  Conversion balance  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Joshua, I see you've also been in touch with our Xero Support team for help with some of your questions and advice on setting up.

    Our Support team are able to offer some of this sort of guidance, and can answer specific questions. We also have some great getting started resources available on Xero Central with guidance, courses and content that can be a good starting point.

    For one-to-one help for the best setup for your particular business, or questions on meeting reporting and regulatory needs we'd recommend using the Advisor Directory, to find a Xero-certified adviser in your area.

  2. Year end change

    Year-End Change:

    If I want to change the year end on Xero say from September to June so that I have a 9 month year from Sept-Jun and then the new 12 month year starts Jul-Jun, is there functionality for this on Xero?

    For example: I did change the year end where I know to do it on the settings, but it doesn't create the 9 month reporting period like Pastel always did, it immediately makes the year Jul-Jun without that 9 month interim time and now it throws my year-end journals a bit messed up...

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    0 comments  ·  Conversion balance  ·  Admin →
    Completed  ·  AdminKelly Munro (Community Manager, Xero) responded

    May be good for your to raise a case with our specialists for more individual direction on conversion dates, Danielle. 

    From the sounds you'd like to be able to enter data for date prior to 'starting on Xero'. This is generally facilitated via the comparatives and entering Manual Journals for dates prior to the orgs conversion date - We have some help on picking a conversion date and troubleshooting conversion balance on Xero Central 

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