ADVISORY SERVICES
Xero Training
All you need to know
We love Xero and cloud accounting, and can help you love it too!
You started your business to do something you love, but boring accounting wasn’t what you signed up for. At Cedar + Co. we work with Xero – online accounting software that lets you input, access and keep an eye on your financial information wherever you are and using whatever device you want. So, whether you are out walking the dog, waiting for a bus, sitting in a coffee shop or sitting on the couch in your pjs, with a click of a button you can see bank balances, invoices, bills or expenses giving you a clear picture of your finances and manage your cashflow.
Xero is very easy to use whether you’re just starting on accounting software or you’re switching from a different product. We have several team members that are Xero certified meaning that they are able to answer questions, provide support and training so that you can spend more time doing what you love.
We’ll help you get set up and put a process in place to make your bookkeeping a breeze.
If we can help give us a call on 01332 292022 or drop us an e-mail.
Here’s what one of our clients had to say about their experience with Xero:
“I would recommend Xero and Cedar + Co. to anyone! After using Sage for many years, I was dubious about changing, however, with Cedar’s support I can honestly say I love it! It is far quicker and simpler than our old software. The staff are a godsend and always at the end of the phone.”
Jane Parker – Martin and Parker (Derby) Limited
These are some process Xero can help you with
Connecting Bank Accounts
Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. Here’s how to set things up.
Reconciling Bank Accounts
Once Xero is connected to your bank, reconciling is no longer a chore. See how to find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts
Creating Quotes
Find out how to create and send a professional looking quote to your customers using Xero. You can
easily track the status of your quotes and convert them to invoices in just a few clicks.
Invoicing Customers
Learn about easy-to-use Xero online invoicing to create and send beautiful invoices, and to give your customers the ability to pay you online – which can help you get paid faster.
Creating Purchase Orders
You can manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.
Paying Suppliers
Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. See how to pay bills individually or in batches, and set up repeating bill payments.