Question :
Xero – Hi Thanks for setting up this website for us Our company uses xero very poorly – I attend the online sessions and basically sit there more confused from when I started – what is the best way moving forward to put everything into xero and just start from the beginning – I know once it’s set up then life will be awesome – CheersCurtis 

Question submitted 25/05/20 @ 01:50pm
Industry: COVID-19 Funding & Support
  • Up

    Hi Curtis,

    First of all congrats on your move to the cloud and you are right that once Xero is setup property life will be awesome, and it is!

    To make the best use of it, I strongly recommend you have the company setup property in Xero right from the start. I will break this down into pre setup and post setup stages. For the pre setup, it is very important to have some of the “boring” but basic accounting stuff like the “chart of accounts”, tax registration, invoice template and bank feeds property setup. This will make life so much easier once you start using it on a daily basis so basically you know and will have confidence to know that the right amount will go to the right places (coded correctly). The report you then generate will be much more meaningful and useful.

    I will strongly suggest to have the initial setup done by one of the Xero advisors (you can look them up from Xero’s website https://www.xero.com/nz/advisors/?escape=true) or your accountant if he/she is Xero savvy. It will definitely be worth it and saving your time to get the best out of Xero going forward.

    The pre setup stage may also includes migrating your existing data into Xero which again, I recommend to have this done by the Xero advisor.

    Once all that is done then you should start to see the magic happen post setup. You can assign different user rights and log in access. You can easily generate invoices electronically and email them out; reconcile the payments when received using daily automatic bank feeds with your bank; coding payments correctly from the bank feeds and generate beautiful financial reports that make sense.

    Hope that helps and good luck.



    sorry for the typo, setup properly not “property”. 🙂


    Hi Curtis

    We have some basic training courses and I’d highly recommend that you, and your team, look at some of our free learning videos on Xero Central. There are various topics including accounting tasks, specialty functionality, as well as leadership, wellbeing etc. https://central.xero.com/s/learning-topics

    A good advisor who has a lot of Xero clients, will be able to give you some tailored coaching to help you streamline and speed up processing. You’ll find that even an hour makes a huge difference in your knowledge and understanding. Write down a list of questions beforehand and submit them so that the advisor (accountant, bookkeeper, consultant) has time to look at these and also add things that you may not have asked. We often don’t know what we don’t know, but a good advisor can point that out.


    Kia ora Curtis,

    Would you say you’re struggling with Xero or struggling with business accounting (distinct from Xero as a platform)?

    Ngā mihi,

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