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George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929ff277dd0e157abed8eb4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Xero' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Xero account.</li>
 <li>Map your trigger details and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'Airtable' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your Airtable account.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

Connect Xero to Airtable Using Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00c1243f01ed60a4e53a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, navigate to the top-left corner. and click the 'Company' tab.</li>
 <li>Choose 'Settings' from the list of options.</li>
 <li>Following that, find and select the 'Users' option.</li>
 <li>Locate the user whose permissions you want to edit and then click the 'More Options' button next to it.</li>
 <li>Subsequently, tap 'Change Permissions' to proceed.</li>
 <li>Under the Standard permission, find Bank Accounts and Balances and tick the radio button beside the 'Bulk Reconciliation and Statement Line Editing (Cash Coding)' option.</li>
 <li>Once done, click 'Update Permissions' to apply the changes.</li>
 <li>After completing these steps, the cash coding feature will be activated instantly in your Xero account.</li>
</ol>

How to Activate Cash Coding With Standard Permission in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a00cd243f01ed60a4e5ea/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Bank Accounts' from the list of options.</li>
 <li>After that, click 'Add Bank Account'.</li>
 <li>Choose your bank from the given options. Alternatively, search for your bank if it's not included in the default list.</li>
 <li>Following that, tap 'Agree and Continue'.</li>
 <li>Provide your online banking login credentials. Enter them into their respective input fields.</li>
 <li>Finally, click 'Next' to confirm your request and have the selected bank account added to your Xero organization.</li>
</ol>

How to Add a Bank Account in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0100243f01ed60a4eaa7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Bank Accounts' from the list of options.</li>
 <li>After that, click 'Add Bank Account'.</li>
 <li>Tap 'Add Without Bank Feed' at the top-right corner.</li>
 <li>Subsequently, read the terms and click 'Continue'.</li>
 <li>Enter the 'Bank Name' and 'Account Name' into their respective input fields.</li>
 <li>Tap the 'Account Type' menu afterwards.</li>
 <li>Select 'Credit Card' from the given choices.</li>
 <li>Following that, provide the last four digits of your credit card and specify its currency.</li>
 <li>Once done, click 'Add Account'.</li>
 <li>After completing these steps, your credit card will be added to your Xero organization.</li>
</ol>

How to Add a Credit Card to Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0102243f01ed60a4eac5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Select 'Invoices' from the list of options.</li>
 <li>After that, click 'New Credit Note'.</li>
 <li>Fill out the form with the required information related to the credit note you wish to add.</li>
 <li>Once done, review the details and then click 'Save' or 'Approve'.</li>
 <li>After completing these steps, the new credit note will be added to your Xero account.</li>
</ol>

How to Add a Credit Note in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0119243f01ed60a4ec7a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Select 'Invoices' from the list of options.</li>
 <li>After that, find and open the specific invoice you want to edit.</li>
 <li>Tap the field under Disc, then enter your desired discount percentage or amount.</li>
 <li>Once done, review your input and click 'Save &amp; Close' or 'Approve &amp; Email'.</li>
 <li>After completing these steps, the specified discount will be added to the selected Xero invoice.</li>
</ol>

How to Add a Discount to an Invoice in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0153243f01ed60a4f158/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Reports' from the list of options.</li>
 <li>After that, click 'Journal Report' to proceed.</li>
 <li>Tap 'Go To Manual Journals' afterwards.</li>
 <li>Find and open the journal where you wish to add an entry.</li>
 <li>Following that, tap 'Journal Options' at the top-right corner.</li>
 <li>Select 'Edit' to continue.</li>
 <li>Head over to the table, then add a new entry. Provide the Description, Account, Tax Rate, Debit, and Credit of the transaction.</li>
 <li>Once done, review your input and click 'Post' to save the changes.</li>
 <li>After completing these steps, your manual journal entry in Xero will be added accordingly.</li>
</ol>

How to Add a Manual Journal Entry in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0155243f01ed60a4f178/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Reports' from the list of options.</li>
 <li>Following that, find and select 'Journal Report'.</li>
 <li>Tap 'Add New Journal' to proceed.</li>
 <li>Provide all the required information you wish to include. One by one, fill out the input fields accordingly.</li>
 <li>Once done, review your input and click 'Post' or 'Save As Draft'.</li>
 <li>After completing these steps, a new manual journal will be added to your Xero account.</li>
</ol>

How to Add a Manual Journal in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0171243f01ed60a4f390/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Bank Accounts' from the list of options.</li>
 <li>After that, click 'Add Bank Account'.</li>
 <li>Click 'Add Without Bank Feed' in the top-right corner.</li>
 <li>Tap 'Continue' to accept the terms and proceed.</li>
 <li>Provide the necessary account details, particularly the Bank Name, Account Name, Account Type, Account Number, and Currency of the petty cash account you wish to add. Enter them one by one into their respective input.</li>
 <li>Once done, review your input and click 'Add Account'.</li>
 <li>After completing these steps, the petty cash account will be added instantly.</li>
</ol>

How to Add a Petty Cash Account in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a019a243f01ed60a4f68a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Payroll'.</li>
 <li>Choose 'Leave' from the list of options.</li>
 <li>After that, click 'New Request' in the top-right corner.</li>
 <li>Subsequently, tap 'Leave' to proceed.</li>
 <li>Search for the name of the employee, then select it from the suggested results.</li>
 <li>Following that, tap the 'Leave Type' menu.</li>
 <li>Pick 'Leave' from the given choices.</li>
 <li>One by one, fill out the input fields with the required information, particularly the description and date.</li>
 <li>Once done, review your input and click 'Approve'.</li>
 <li>After completing these steps, the sick leave request will be added and approved.</li>
</ol>

How to Add a Sick Leave Request in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01ad243f01ed60a4f82a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Payroll'.</li>
 <li>Select 'Payroll Settings' from the list of options.</li>
 <li>After that, tap the 'Superannuation' tab to proceed.</li>
 <li>Subsequently, click the 'Add Superannuation Fund' option.</li>
 <li>Provide the necessary information, particularly the Type, Name, and Employer Number. Enter the details one by one into their respective input fields.</li>
 <li>Once done, review your input and then click 'Add'.</li>
 <li>After completing these steps, the superannuation fund will be added to your Xero organization.</li>
</ol>

How to Add a Superannuation Fund in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01ae243f01ed60a4f844/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Contacts'.</li>
 <li>Choose 'Suppliers' from the list of options.</li>
 <li>After that, click 'New Contact' in the top-right corner.</li>
 <li>Provide all the necessary details related to the supplier you wish to add, particularly the contact details, addresses, and financial details. At the same time, configure the Sales Default and Purchase Defaults settings as well.</li>
 <li>Once done, review your input and click 'Save &amp; Close'.</li>
 <li>After completing these steps, the supplier will be added to your Xero contact list.</li>
</ol>

How to Add a Supplier in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01b7243f01ed60a4f90a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Advanced' from the list of options.</li>
 <li>After that, tap 'Tax Rates' to proceed.</li>
 <li>Click 'New Tax Rate'.</li>
 <li>Following that, come up with a unique Tax Rate Display Name and enter it into the provided input field.</li>
 <li>Provide the Tax Components of the new tax rate you're about to create. Indicate the description, along with its corresponding percentage. Enter the details into their respective input fields. </li>
 <li>If you wish to include more components, simply click the 'Add a Component' button.</li>
 <li>Once done, review your input and click 'Save'.</li>
 <li>After completing these steps, the new tax rate will be added to your Xero account.</li>
</ol>

How to Add a Tax Rate in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01c5243f01ed60a4fa0a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Select 'Product and Services' from the list of options.</li>
 <li>After that, click 'New Item' at the top-right corner.</li>
 <li>Come up with a unique item code and name. Enter them into their respective input fields.</li>
 <li>Subsequently, tick the checkbox beside the 'Track Inventory Item' option.</li>
 <li>Tap the 'Inventory Asset Account' menu and select one from the given choices.</li>
 <li>Following that, provide other purchase and sell information related to the item you wish to create.</li>
 <li>Once done, review your input and click 'Save' to proceed.</li>
 <li>After completing these steps, a new tracked inventory item will be added to your Xero account.</li>
</ol>

How to Add a Tracked Inventory Item in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a01c7243f01ed60a4fa2e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top-left corner and click your 'Organization' name.</li>
 <li>Choose 'Settings' from the list of options.</li>
 <li>After that, tap 'Users' under General.</li>
 <li>Click 'Invite a User' at the top-right corner.</li>
 <li>Following that, provide the personal information of the user you wish to add. Enter the details into their respective input fields.</li>
 <li>Review the list of permissions afterwards. Tick the checkbox beside the permissions you want to enable.</li>
 <li>Under Personalize the Invite, tick the checkbox beside 'Add a Message' and write your own invite message if you want to.</li>
 <li>Once done, click 'Send Invite' to proceed.</li>
 <li>After completing these steps, the invite will be sent immediately. Once accepted, the selected user will be added to your Xero organization.</li>
</ol>

How to Add a User in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0202243f01ed60a4fe91/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Chart of Accounts' from the list of options.</li>
 <li>After that, tap 'Add Account'.</li>
 <li>Provide all the necessary information to set up your account, particularly the Account Type, Code, Name, Description, and Tax.</li>
 <li>Once done, review your input and tap 'Save' afterwards to apply the changes.</li>
 <li>Finally, a new account will be added to your Xero's Chart of Accounts.</li>
</ol>

How to Add an Account in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0207243f01ed60a4fedd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.</li>
 <li>Choose 'Settings' from the list of options.</li>
 <li>After that, click 'Users' to proceed.</li>
 <li>Tap 'Invite a User' at the top-right corner.</li>
 <li>Following that, provide the required user information, specifically the name and the email address. Enter the details into their respective input fields.</li>
 <li>Scroll down to the Permissions section afterwards, then tick the checkbox beside 'Business and Accounting'.</li>
 <li>Select the 'Advisor' tab.</li>
 <li>Subsequently, pick the additional access you want to grant your accountant. Simply tick the checkbox beside it.</li>
 <li>Meanwhile, select the 'Add a Message' option under Personalize the Invite section if you wish to try this customization feature.</li>
 <li>Once done, review your input and click 'Send Invite'.</li>
 <li>After completing these steps, the invite will be sent instantly. Once accepted, your accountant will be added as a user to your Xero organization.</li>
</ol>

How to Add an Accountant in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a020b243f01ed60a4ff28/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top-left corner and click the 'Company' tab.</li>
 <li>Choose 'Settings' from the list of options.</li>
 <li>After that, tap 'Users' to proceed.</li>
 <li>Click 'Invite a User' in the top-right corner.</li>
 <li>Provide the necessary information related to the new user, particularly the name and the email address. Enter the details one by one into their respective input fields under the Personal Details section. </li>
 <li>Subsequently, scroll down to the Permissions section and tick the checkbox beside 'Business and Accounting'.</li>
 <li>Tap the 'Advisor' tab afterwards.</li>
 <li>If you wish to personalize the invitation, simply tick the checkbox beside 'Add a Message' and write a custom note.</li>
 <li>Once done, click 'Send Invite' to proceed.</li>
 <li>After completing these steps, the invitation will be sent immediately. Once accepted, the new advisor will be added to your Xero organization.</li>
</ol>

How to Add an Advisor in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0216243f01ed60a5000d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Chart of Accounts' from the list of options.</li>
 <li>After that, click 'Add Account' to proceed.</li>
 <li>Tap the 'Account Type' menu.</li>
 <li>Under Expense, choose the ideal option you wish to use.</li>
 <li>Subsequently, provide the other important details related to the new expense account. Enter them into their respective input fields.</li>
 <li>Once done, review your input and click 'Save'.</li>
 <li>After completing these steps, the new expense account will be added to your Xero organization.</li>
</ol>

How to Add an Expense Account in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0217243f01ed60a5002e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Chart of Accounts' from the list of options.</li>
 <li>Following that, tap 'Add Account' to proceed.</li>
 <li>Tap the drop-down menu below Account Type.</li>
 <li>Pick 'Expense' from the available choices.</li>
 <li>Subsequently, provide other required details. Enter them into their respective input fields.</li>
 <li>Once done, review your input and click 'Save'.</li>
 <li>After completing these steps, a new expense category will be added to your Xero account.</li>
</ol>

How to Add an Expense Category in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a0219243f01ed60a5004f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Business'.</li>
 <li>Select 'Expense Claims' from the list of options.</li>
 <li>After that, click 'New Expense' at the top-right corner.</li>
 <li>Pick 'Expense Claim' to proceed.</li>
 <li>Tap 'Upload' and then select the image file you want to use.</li>
 <li>Subsequently, provide all the required information related to the expense claim you want to add, specifically the Purchase Amount, Description, Source of Expense, Transaction Date, Account, and other optional details. Enter them into their respective input fields.</li>
 <li>Once done, review the details and click 'Save Draft', 'Submit', or 'Approve'.</li>
 <li>After completing these steps, the new expense claim will be added to your Xero account.</li>
</ol>

How to Add an Expense Claim in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2d4e57f8f6cdddddd624/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Advanced' from the list of options.</li>
 <li>After that, find and tap 'Tracking Categories'.</li>
 <li>Click 'Add Tracking Category' to proceed.</li>
 <li>Come up with a unique department name, then type it into the 'Tracking Category Name' field.</li>
 <li>Subsequently, provide several category options. Enter them into the provided input fields.</li>
 <li>If you want to add more category options, simply tap 'Add Another Item'.</li>
 <li>Once done, review your input and click 'Save'.</li>
 <li>After completing these steps, the new department will be added to your Xero organization.</li>
</ol>

How to Add Departments in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e26d673bd5aa8e600cd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Choose 'Invoices' from the list of options.</li>
 <li>After that, click 'New Invoice'.</li>
 <li>One by one, provide all the required information related to the invoice you want to add. Enter the details into their respective input fields.</li>
 <li>Once done, review the invoice details and click 'Save &amp; Close' or 'Approve &amp; Email'.</li>
 <li>After completing these steps, a new invoice will be added to your Xero account.</li>
</ol>

How to Add Invoices in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e28d673bd5aa8e60101/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Business'.</li>
 <li>Select 'Product and Services' from the list of options.</li>
 <li>After that, click 'New Item' at the top-right corner.</li>
 <li>One by one, fill out the input fields with the required information related to the item you wish to add.</li>
 <li>Once done, review the item details and then click 'Save' to proceed.</li>
 <li>After completing these steps, a new item will be added to your Xero account.</li>
</ol>

How to Add Items in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2e78d673bd5aa8e60658/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Reports' from the list of options.</li>
 <li>After that, go over the options under the Financial Statements section and choose one.</li>
 <li>Hover your mouse cursor over the cell where you wish to attach a note, then tap the 'Add Note' icon.</li>
 <li>Subsequently, come up with a title and a corresponding description. Enter the details into their respective input fields.</li>
 <li>Review your notes, then click 'Done' afterwards.</li>
 <li>Finally, the notes will be added to the selected financial statement document in your Xero account.</li>
</ol>

How to Add Notes to Financial Statements in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2ea2d673bd5aa8e609e6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Select 'Products and Services' from the list of options.</li>
 <li>After that, find and open the specific product to which you want to add stock.</li>
 <li>Tap the 'New Adjustment' button to proceed.</li>
 <li>Subsequently, click the 'Adjustment Type' menu.</li>
 <li>Pick 'Increase Quantity' from the choices.</li>
 <li>Following that, click the 'Increase Quantity By' field and enter the quantity to add.</li>
 <li>Specify the other required information, particularly the Adjustment Account, Region, and Reference.</li>
 <li>Once done, click 'Next' to continue.</li>
 <li>Review the details, then tap 'Post Adjustment'.</li>
 <li>After completing these steps, the new stocks of the selected product will be added to your Xero inventory.</li>
</ol>

How to Add Product Stocks in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2eaed673bd5aa8e60ae1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.</li>
 <li>Select 'Files' from the list of options.</li>
 <li>After that, tap the 'Upload File' button and select the receipt you want to add.</li>
 <li>Finally, the selected receipt will be added instantly to your Xero account.</li>
</ol>

How to Add Receipts to Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f17d673bd5aa8e613e6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.</li>
 <li>Choose 'Settings' from the list of options.</li>
 <li>After that, find and tap the 'Invoice Settings' option.</li>
 <li>Click 'Options' in the top-right corner of the panel.</li>
 <li>Subsequently, select 'Edit' from the choices.</li>
 <li>Find the 'Show Item Code' option, then tick the checkbox beside it.</li>
 <li>Once done, tap 'Save' to apply the changes.</li>
 <li>After completing these steps, the item code will be added automatically to the Xero invoices.</li>
</ol>

How to Add the Item Code to Xero Invoices

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f19d673bd5aa8e61401/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Advanced' from the list of options.</li>
 <li>Following that, tap 'Conversion Balances'.</li>
 <li>Enter the opening balance for each bank account. Type the details into the debit column.</li>
 <li>Once done, review your input and click save.</li>
 <li>After completing these steps, the opening balances of your banks will be added to your Xero account.</li>
</ol>

How to Add the Opening Balance in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f72d673bd5aa8e61b30/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Create New'.</li>
 <li>Choose 'Receive Money' from the list of options.</li>
 <li>After that, select the bank account you wish to use and then tap 'Next'.</li>
 <li>Click the drop-down menu next to 'Received As'.</li>
 <li>Subsequently, select 'Overpayment'.</li>
 <li>Fill out the input fields with the required information related to accounts receivable.</li>
 <li>Once done, click 'Save'.</li>
 <li>After completing these steps, an overpayment will be applied to your receive-money transaction.</li>
</ol>

How to Apply Overpayment in Xero When Receiving Money

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f76d673bd5aa8e61bce/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Chart of Accounts' from the list of options.</li>
 <li>After that, find the bank account you wish to archive and then tick the checkbox beside it.</li>
 <li>Tap 'Archive' to proceed.</li>
 <li>Subsequently, click 'OK' to confirm your request.</li>
 <li>After completing these steps, the selected bank account in your Xero workspace will be archived.</li>
</ol>

How to Archive a Bank Account in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f8ed673bd5aa8e61daf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Choose 'Bills to Pay' from the list of options.</li>
 <li>After that, find and open the specific bill you want to edit.</li>
 <li>Tap 'Assign Expenses to a Customer or Project' to proceed.</li>
 <li>Subsequently, tap the search bar and type the name of the project you want to use.</li>
 <li>Find and select it from the recommended matches.</li>
 <li>Once done, click 'OK' to apply the changes.</li>
 <li>Review your input, then click 'Save' or 'Approve'.</li>
 <li>After completing these steps, the selected Xero bill will be assigned to your preferred project.</li>
</ol>

How to Assign a Bill to a Project in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f91d673bd5aa8e61e01/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Business'.</li>
 <li>Choose 'Invoices' from the list of options.</li>
 <li>After that, find and open the specific invoice you want to edit.</li>
 <li>Tap the field under 'Project' to proceed.</li>
 <li>Subsequently, select the project you prefer to use.</li>
 <li>Once done, tap 'Save &amp; Close' or 'Approve &amp; Email'.</li>
 <li>After completing these steps, the item in the selected Xero invoice will be assigned to a project.</li>
</ol>

How to Assign an Invoice Item to a Project in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fc9d673bd5aa8e62549/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Advanced' from the list of options.</li>
 <li>After that, find and select 'Export Accounting Data' to proceed.</li>
 <li>Tap the drop-down menu below the Select Product section, then select the specific product that contains the accounting data you wish to export.</li>
 <li>Subsequently, specify the date range you wish to cover.</li>
 <li>Once done, tap 'Download' to continue.</li>
 <li>After completing these steps, the selected Xero accounting data will be exported instantly. Store the file somewhere safe and use it as a backup.</li>
</ol>

How to Back Up Xero Accounting Data

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a303cd673bd5aa8e62d8c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Select 'Invoices' from the list of options.</li>
 <li>After that, tap the 'Draft' tab to proceed.</li>
 <li>One by one, tick the checkbox beside the invoices you want to bulk-delete.</li>
 <li>Once done, review your selections and click 'Delete'.</li>
 <li>Subsequently, click 'OK' to confirm your request.</li>
 <li>After completing these steps, the selected Xero invoices will be bulk-deleted.</li>
</ol>

How to Bulk-Delete Invoices in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3042d673bd5aa8e62e1b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, find and select the bank account you want to edit.</li>
 <li>After that, click the 'Cash Coding' tab.</li>
 <li>Tick the checkbox beside the statement lines you want to reconcile.</li>
 <li>Finally, tap 'Save and Reconcile Selected' to proceed and apply the changes.</li>
</ol>

How to Bulk-Reconcile the Statement Lines in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3061d673bd5aa8e6306b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top-left corner and click the 'Company' tab.</li>
 <li>Select 'Subscription and Billing' from the list of options.</li>
 <li>After that, click 'Manage Subscription'.</li>
 <li>Find the subscription you wish to cancel, then click its corresponding 'More Options' button.</li>
 <li>Tap 'Cancel Subscription' to proceed.</li>
 <li>Finally, specify the reason for your cancellation and then tap 'Confirm Cancellation'. </li>
</ol>

How to Cancel a Xero Subscription

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3064d673bd5aa8e6309c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Business'.</li>
 <li>Choose 'Invoices' from the list of options.</li>
 <li>After that, find and open the invoice you want to cancel.</li>
 <li>Tap the 'More Options' button in the top-right corner to proceed.</li>
 <li>Subsequently, click 'Void'.</li>
 <li>Tap 'Void' one more time to confirm your request.</li>
 <li>After completing these steps, the selected Xero invoice will be canceled immediately.</li>
</ol>

How to Cancel an Invoice in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a308ad673bd5aa8e633fd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top-right corner and click the 'Profile' icon.</li>
 <li>Choose 'Account' to proceed.</li>
 <li>After that, click the 'Subscription' tab.</li>
 <li>Find the free trial subscription you want to cancel, then tap the 'More Options' button next to it.</li>
 <li>Subsequently, pick 'Cancel Subscription' from the list of options.</li>
 <li>Finally, tick the radio button beside the reason you wish to set and then tap 'Confirm Cancellation' to proceed.</li>
</ol>

How to Cancel the Xero Free Trial Subscription

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3233ab56e05a00fd5cda/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Chart of Accounts' from the list of options.</li>
 <li>After that, find and open the account you want to edit.</li>
 <li>Tap the 'Code' input field, then replace the default code with a new one.</li>
 <li>Once done, tap 'Save' to apply the changes.</li>
 <li>After completing these steps, the code of the selected Xero account will be changed based on your input.</li>
</ol>

How to Change the Account Code in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3237ab56e05a00fd5d30/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.</li>
 <li>Choose 'Settings' from the list of options.</li>
 <li>Following that, click 'Organisation Details' to proceed.</li>
 <li>Scroll down to the Contact Information section, then replace the original address with the new one. Type the necessary details into their respective input fields.</li>
 <li>Subsequently, you may also add a different physical address or simply tick the checkbox next to 'Same as Mailing Address'.</li>
 <li>Once done, click 'Save' to apply the changes.</li>
 <li>After completing these steps, the address in your Xero account will be changed accordingly.</li>
</ol>

How to Change the Address in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3242ab56e05a00fd5ddb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Advanced' from the list of options.</li>
 <li>After that, find and tap 'Conversion Balances'.</li>
 <li>Click 'Conversion Date' to proceed.</li>
 <li>Subsequently, specify the new month and year you want to set. Simply tap their respective drop-down menus and pick one from the available choices.</li>
 <li>Once done, click 'Save' to apply the changes.</li>
 <li>After completing these steps, the conversion date in your Xero account will be changed accordingly.</li>
</ol>

How to Change the Conversion Date in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3247ab56e05a00fd5e2a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, select a bank account.</li>
 <li>After that, find and open the reconciled transaction that you want to edit.</li>
 <li>Tap the statement line to proceed.</li>
 <li>Subsequently, click 'Bill Options' in the top-right corner.</li>
 <li>Choose 'Edit' from the choices.</li>
 <li>Following that, tap the editable fields one by one and make your desired changes.</li>
 <li>Once done, review your input and click 'Save' to apply the changes.</li>
 <li>After completing these steps, the details of the selected reconciled items will be changed based on your input.</li>
</ol>

How to Change the Details of Reconciled Items in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3256ab56e05a00fd5f28/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.</li>
 <li>Choose 'Settings' from the list of options.</li>
 <li>After that, click 'Invoice Settings'</li>
 <li>Tap the 'Options' button of your current invoice template.</li>
 <li>Click 'Edit' to proceed.</li>
 <li>Subsequently, review your original invoice template settings and make your desired changes one by one.</li>
 <li>Once done, review your input and click 'Save' to apply the changes.</li>
 <li>After completing these steps, your Xero invoice template will be changed based on your recent setting adjustments.</li>
</ol>

How to Change the Invoice Template in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a32d5ab56e05a00fd691e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Chart of Accounts' from the list of options.</li>
 <li>After that, find the 'Rounding' account and tap the indicated YTD next to it.</li>
 <li>Subsequently, tap the transaction.</li>
 <li>Go to the top-right corner afterwards, then click the 'More Options' button.</li>
 <li>Pick 'Void' to proceed.</li>
 <li>Once again, click 'Void' to confirm your request.</li>
 <li>After completing these steps, your Xero Rounding account will be cleared instantly.</li>
</ol>

How to Clear the Rounding Account in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a32fbab56e05a00fd6cff/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Chart of Accounts' from the list of options.</li>
 <li>After that, click 'Add Account'.</li>
 <li>Provide all the necessary details related to the donation account you want to add. Enter them one by one into their respective input fields.</li>
 <li>Once done, click 'Save' to proceed.</li>
 <li>After completing these steps, the new account will be created and saved. You can now use its code when recording your donations.</li>
</ol>

How to Code Donations in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3436ab56e05a00fd8bef/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.</li>
 <li>Select 'Settings' from the list of options.</li>
 <li>After that, click 'Payment Services' to proceed.</li>
 <li>Scroll down to the Available Payment Services tab, then click the 'Add Other' button next to it.</li>
 <li>Subsequently, pick 'PayPal' from the available options.</li>
 <li>One by one, fill out the input fields with the required information, specifically the Account Name, Account Email, and Xero Payment Account where you wish to deposit the payments.</li>
 <li>Finally, click 'Save' to enable the connection between your PayPal and Xero accounts.</li>
</ol>

How to Connect PayPal to Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3503ab56e05a00fd95b7/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to <a target="_blank" rel="noopener noreferrer nofollow" href="https://appexchange.salesforce.com/">Salesforce AppExchange</a> and search for Xero Integration with Salesforce.</li>
 <li>On the App page, click on the Try It Free button.</li>
 <li>Select the Try in Sandbox option to continue.</li>
 <li>Enter your contact information and click on the Continue to Installation button.</li>
 <li>Now, you are set to log in and install the application.</li>
 <li>Click on Use Custom Domain to add your Salesforce domain.</li>
 <li>Add your Salesforce domain and hit Continue.</li>
 <li>Choose who you are installing the app for and hit Install.</li>
 <li>You might be asked to approve Third Party Access. Allow access and hit Continue.</li>
 <li>You will find your apps in the Installed packages in Settings &gt; Advanced Setup &gt; Installed Packages.</li>
</ol>

Salesforce xero integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3529ab56e05a00fd98ea/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.</li>
 <li>Select 'Settings' from the list of options.</li>
 <li>After that, click 'Payment Services' to proceed.</li>
 <li>Scroll down to the Available Payment Services tab, then click the 'Add Other' button next to it.</li>
 <li>Subsequently, choose 'Stripe' from the available options.</li>
 <li>Provide the required information, particularly the Stripe Account Name and the Xero bank account where you wish to deposit the money. Enter the details into their respective input fields.</li>
 <li>At the same time, specify whether you want to shoulder the fees or charge the customers. Simply switch on the toggle button beside your choice.</li>
 <li>Select your preferred credit card logos afterwards. Tick the checkbox beside them.</li>
 <li>Once done, review your input and click 'Connect to Stripe'. Log into your account, then grant the necessary permissions to enable the connection between your Stripe and Xero accounts.</li>
</ol>

How to Connect Stripe to Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35a2ab56e05a00fda0ac/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's website homepage, go to the top menu bar and click 'Support'.</li>
 <li>Select 'Get Support' from the available options.</li>
 <li>After that, click 'Contact Xero Support' at the top-right corner.</li>
 <li>Click the search bar, then try to enter some keywords related to the issue you are currently experiencing.</li>
 <li>If the default Xero resources don't provide you with enough information, click 'I Still Need Help' instead.</li>
 <li>One by one, fill out the input fields accordingly to describe the issue on your end.</li>
 <li>Once done, tap 'Next' to continue.</li>
 <li>Provide more specific information related to the issue and your Xero account.</li>
 <li>Subsequently, click 'Next'.</li>
 <li>Finally, share the information with your colleagues. Simply enter their Xero usernames into the provided input field. Once completed, tap 'Submit My Case' to contact Xero support regarding the issue you wish to consult about.</li>
</ol>

How to Contact Xero Support

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a35feab56e05a00fda83c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, click the 'More Options' button next to a bank account.</li>
 <li>Select 'Bank Rules' from the available options.</li>
 <li>Following that, tap 'Create Rule' at the top-right corner.</li>
 <li>Choose the type of transaction you want to cover.</li>
 <li>Subsequently, start configuring the rule. Start by specifying your preference with regard to the application of the bank rule to the given conditions. Tick the radio button beside your choice.</li>
 <li>Set up the condition next. Simply choose your preferred Field and Condition. After that, enter the corresponding value into the provided input field.</li>
 <li>Following that, provide the other necessary information to complete the bank rule.</li>
 <li>Once done, review your input and click 'Save'.</li>
 <li>After completing these steps, the Xero bank rule will be created and enabled instantly.</li>
</ol>

How to Create a Bank Rule in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3607ab56e05a00fda8fe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Business'.</li>
 <li>Select 'Bills to Pay' from the list of options.</li>
 <li>After that, click 'New Bill' at the top-right corner.</li>
 <li>One by one, fill out the input fields with the required details related to the bill.</li>
 <li>Once done, review your input and click 'Approve' or 'Save' to proceed.</li>
 <li>After completing these steps, a new bill will be created and added to your Xero account.</li>
</ol>

How to Create a Bill in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3627ab56e05a00fdab3a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Reports' from the list of options.</li>
 <li>After that, click 'Budget Manager'.</li>
 <li>Tap the drop-down menu right below the 'Select Budget' section.</li>
 <li>Subsequently, click 'Add New Budget' to proceed.</li>
 <li>Enter a unique budget name into the provided input field, then click 'Save'.</li>
 <li>Following that, fill out the input fields with the required information related to your budget.</li>
 <li>Once done, review your input and click 'Save'.</li>
 <li>After completing these steps, a new budget will be created and added to your Xero account.</li>
</ol>

How to Create a Budget in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3694ab56e05a00fdb5be/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Reports' from the list of options.</li>
 <li>After that, find and open the report you wish to use.</li>
 <li>Review the content of the selected report, then make your desired changes.</li>
 <li>Once done, navigate to the bottom-right section and click 'Save As'.</li>
 <li>Subsequently, enter your preferred custom report name into the provided input field and click 'Save' to proceed.</li>
 <li>After completing these steps, your Xero custom report will be created and saved.</li>
</ol>

How to Create a Custom Report in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a36bfab56e05a00fdbb0c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Projects'.</li>
 <li>Choose 'All Projects' from the list of options.</li>
 <li>Following that, find and open the project you want to use.</li>
 <li>Tap 'Invoice' in the top-right corner.</li>
 <li>Subsequently, select 'Deposit' to proceed.</li>
 <li>Choose your preferred invoice basis, then enter the corresponding value into the provided input field.</li>
 <li>Once done, tap 'Open Draft Invoice'.</li>
 <li>Fill out the input fields with the required information. You may retain some default information or revise the others according to your needs.</li>
 <li>Finally, review your input and then tap 'Approve &amp; Email' or 'Save &amp; Close' to create your Xero deposit invoice.</li>
</ol>

How to Create a Deposit Invoice in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a37dcab56e05a00fdd76c/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click the 'Create New' button.</li>
 <li>Choose 'Quote' from the list of options.</li>
 <li>After that, fill out the input fields with the required information.</li>
 <li>Once done, review your input and tap 'Save' or 'Send'.</li>
 <li>After completing these steps, the proforma invoice will be created and added to your Xero account.</li>
</ol>

How to Create a Proforma Invoice in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3adbab56e05a00fe203f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar.</li>
 <li>Select 'Bills to Pay' from the list of options.</li>
 <li>After that, select the bill you want to delete.</li>
 <li>Tap the 'Bill Options' button at the top-right corner.</li>
 <li>Subsequently, click 'Delete'.</li>
 <li>Click 'Yes' to confirm your request.</li>
 <li>After completing these steps, the selected bill will be deleted from your Xero account.</li>
</ol>

How to Delete a Bill in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3af3ab56e05a00fe2187/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Contacts'.</li>
 <li>Select 'All Contacts' from the list of options.</li>
 <li>Following that, find the contact you want to delete and then click the 'More Options' button next to it.</li>
 <li>Tap 'Archive' afterwards.</li>
 <li>Subsequently, click 'Archive' one more time to confirm your request.</li>
 <li>After completing these steps, the selected contact will be removed from your Xero directory.</li>
</ol>

How to Delete a Contact in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b38ab56e05a00fe2658/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Bank Accounts' from the list of options.</li>
 <li>After that, select the specific bank account that contains the transaction you wish to delete.</li>
 <li>Subsequently, find the transaction you want to delete and then tick the checkbox beside it.</li>
 <li>Tap 'Remove &amp; Redo' afterwards.</li>
 <li>Click 'Yes' to confirm your request and proceed.</li>
 <li>After completing these steps, the selected transaction will be deleted from your Xero account.</li>
</ol>

How to Delete a Transaction in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b43ab56e05a00fe2728/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Chart of Accounts' from the list of options.</li>
 <li>After that, find the account you want to delete and then tick the checkbox beside it.</li>
 <li>Subsequently, click the 'Delete' button.</li>
 <li>Tap 'OK' to confirm your request and proceed.</li>
 <li>After completing these steps, the selected account will be deleted from your Xero organization.</li>
</ol>

How to Delete an Account in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b45ab56e05a00fe2756/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Select 'Invoices' from the list of options.</li>
 <li>Following that, tap the 'Awaiting Payment' tab.</li>
 <li>Subsequently, find and select the approved invoice you want to delete.</li>
 <li>Tap the 'More Options' button in the top-right corner.</li>
 <li>Choose 'Void' to proceed.</li>
 <li>Click 'Void' one more time to confirm your request.</li>
 <li>After completing these steps, the selected approved invoice will be voided and deleted from the list.</li>
</ol>

How to Delete an Approved Invoice in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3b47ab56e05a00fe2790/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Business'.</li>
 <li>Pick 'Invoices' from the list of options.</li>
 <li>After that, find and select the specific invoice you want to delete.</li>
 <li>Tap the 'More Options' button at the top-right corner.</li>
 <li>Click 'Delete' to proceed.</li>
 <li>Subsequently, click 'Delete' one more time to confirm your request.</li>
 <li>After completing these steps, the selected invoice will be deleted from your Xero account.</li>
</ol>

How to Delete an Invoice in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3babab56e05a00fe31dd/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Choose 'Short-Term Cash Flow' from the list of options.</li>
 <li>After that, specify your preferred 'Bank Account' and 'Projection Timeframe'. Simply tap their respective menus and select your preferred option.</li>
 <li>Hover your mouse cursor over the graph to review your projected cash flow within the selected timeframe.</li>
 <li>Scroll down to the Projection Breakdown section, then click 'Summary View' or 'Table View' to examine the projection details more thoroughly.</li>
 <li>On the one hand, you may also indicate specific payment dates for overdue invoices to widen the scope of your cash flow projections. Simply go to the Suggested Actions section and enter the necessary details.</li>
</ol>

How to Do a Cash Flow Forecast in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3bb3ab56e05a00fe327d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>To get started, head over to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Bank Accounts' from the list of options.</li>
 <li>From here, you can access your bank accounts quickly and easily. Depending on your needs, you may import, reconcile, review, adjust, and manage different transactions. Simply tap the specific bank account to proceed.</li>
 <li>As for the payment requests, navigate to the 'Business' tab.</li>
 <li>Select 'Invoices' from the list of options.</li>
 <li>Within this section, you're given different options to create and manage your invoices.</li>
 <li>As for expenses due, head back to the 'Business' tab.</li>
 <li>Pick 'Bills to Pay' from the list of options.</li>
 <li>From here, you can easily access, add, pay, remove, and manage different bills.</li>
 <li>As for the transaction records within your organization, go back to the 'Accounting' tab.</li>
 <li>Tap 'Journal Report' to proceed.</li>
 <li>From here, you can access and review all the financial transactions within your organization. You may add an entry through manual journals or make adjustments or let the system update it for you automatically.</li>
 <li>Go through these tools if you wish to do bookkeeping in Xero.</li>
</ol>

How to Do Bookkeeping in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3c64ab56e05a00fe3e09/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Business'.</li>
 <li>Select 'Invoices' from the list of options.</li>
 <li>After that, find and open the specific invoice you want to edit.</li>
 <li>Tap the 'More Options' button at the top-right corner.</li>
 <li>Subsequently, click 'Edit' to proceed.</li>
 <li>Select the field you wish to edit, then make your desired changes.</li>
 <li>Once done, review your input and click 'Update' to apply the changes.</li>
 <li>After completing these steps, the selected Xero invoice will be edited based on your input.</li>
</ol>

How to Edit an Invoice in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3c94ab56e05a00fe40c1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Products and Services' from the list of options.</li>
 <li>After that, find the item you want to edit and click the 'More Options' button next to it.</li>
 <li>Tap 'Edit' to proceed.</li>
 <li>Find the 'Code' field, then change its default input. Type the new code you want to use.</li>
 <li>Once done, review your revision and click 'Save'.</li>
 <li>After completing these steps, the code of the selected Xero item will be edited based on your input.</li>
</ol>

How to Edit Item Codes in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3c95ab56e05a00fe40de/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, navigate to the top menu bar and click 'Business'.</li>
 <li>Choose 'Products and Services' from the list of options.</li>
 <li>After that, find the item you want to edit and then click its corresponding 'More Options' button.</li>
 <li>Tap 'Edit' to proceed.</li>
 <li>Select the field that contains the details you want to edit, then make your desired revision.</li>
 <li>Once done, review your input and click 'Save'.</li>
 <li>After completing these steps, the selected Xero item will be edited based on your input.</li>
</ol>

How to Edit Items in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3caaab56e05a00fe4348/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Advanced' from the list of options.</li>
 <li>After that, tap 'Conversion Balances' to proceed.</li>
 <li>Tap the line you wish to edit, then replace the default figure with a new one.</li>
 <li>Finally, click 'Save' to apply the recent conversion balance adjustments.</li>
</ol>

How to Edit the Conversion Balance in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3cb3ab56e05a00fe43df/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, navigate to the top menu bar and click 'Business'.</li>
 <li>Choose 'Invoices' from the list of options.</li>
 <li>After that, select and open the invoice you wish to revise.</li>
 <li>Subsequently, click the 'More Options' button in the top-right corner.</li>
 <li>Tap 'Edit' to proceed.</li>
 <li>Navigate to the line items table, then tap the 'Item' field you wish to edit.</li>
 <li>Select the new item you want to use.</li>
 <li>Once done, adjust the other related details and tap 'Update'.</li>
 <li>After completing these steps, the selected invoice item will be edited based on your input.</li>
</ol>

How to Edit the Invoice Items in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3d7eab56e05a00fe5071/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, navigate to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Advanced' from the list of options.</li>
 <li>After that, find and tap 'Conversion Balances'.</li>
 <li>Click 'Show All Accounts' to proceed further.</li>
 <li>Subsequently, find the account with the existing conversion balance you wish to add and then enter the amount under the Debit or Credit field.</li>
 <li>Repeat the same series of steps until all accounts with conversion balances are edited accordingly.</li>
 <li>Once done, review your input and click 'Save'.</li>
 <li>After completing these steps, the conversion balances will be entered accordingly.</li>
</ol>

How to Enter Conversion Balances in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3db9ab56e05a00fe55c4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Select 'Reports' from the list of options.</li>
 <li>After that, find and select the report that contains the data you want to export.</li>
 <li>Tap 'Export' at the bottom-right corner to proceed.</li>
 <li>Subsequently, pick your preferred file format.</li>
 <li>After completing these steps, the data from the selected Xero report will be exported instantly.</li>
</ol>

How to Export Data From Xero Reports

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3dddab56e05a00fe5932/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, select a bank account.</li>
 <li>Find and open the unreconciled transaction you want to export.</li>
 <li>After that, tap the statement line of the chosen transaction.</li>
 <li>Subsequently, click 'Print PDF' to proceed.</li>
 <li>After completing these steps, a PDF copy of the unreconciled transaction will be downloaded to your device.</li>
</ol>

How to Export Unreconciled Transactions in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3e1fab56e05a00fe5e55/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, select a bank account.</li>
 <li>After that, tap the 'Bank Statements' tab to proceed.</li>
 <li>Finally, look for transactions with the "Deleted" remarks under Status. That is how you can easily find deleted transactions from a bank account in Xero.</li>
</ol>

How to Find Deleted Transactions From Bank Accounts in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3e68ab56e05a00fe636d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Reports' from the list of options.</li>
 <li>After that, scroll down to the Reconciliations section and tap 'Uncoded Statement Lines'.</li>
 <li>Configure the filter settings based on your preference. Specify the bank account, date range, and sort order.</li>
 <li>Once done, click 'Run' to proceed.</li>
 <li>After completing these steps, the unreconciled transactions in your Xero account will be listed for viewing.</li>
</ol>

How to Find Unreconciled Transactions in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3e6aab56e05a00fe6397/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Select 'Invoices' from the list of options.</li>
 <li>Following that, click the 'Search' button at the top-right corner.</li>
 <li>Find the 'Include Deleted &amp; Voided' option, then tick the checkbox beside it.</li>
 <li>Tap 'Search' afterwards to proceed.</li>
 <li>Finally, the voided invoices from your Xero account will appear on the list.</li>
</ol>

How to Find Voided Invoices in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3f2bab56e05a00fe7070/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.</li>
 <li>Choose 'Settings' from the list of options.</li>
 <li>After that, find and select the 'Users' option.</li>
 <li>Locate the user profile of your accountant, then click the 'More Options' button next to it.</li>
 <li>Subsequently, click 'Change Permissions'.</li>
 <li>Scroll down to the Business and Accounting section, then tap the 'Advisor' tab.</li>
 <li>Following that, review the granted permissions. If you want to add extra access, simply tick the radio button beside a specific item.</li>
 <li>Once done, tap 'Update Permissions' to apply the changes.</li>
 <li>After completing these steps, your accountant will be given the necessary Xero access.</li>
</ol>

How to Give Access to Accountants in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3f3fab56e05a00fe71e0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Reports' from the list of options.</li>
 <li>Following that, find and open the report you want to edit.</li>
 <li>Tap 'Edit Layout' in the bottom-left corner.</li>
 <li>Review the content of the selected report, then select all the accounts you want to include in the group.</li>
 <li>Subsequently, click 'Group Selection' to proceed.</li>
 <li>Come up with a unique group name, then enter it into the Row Heading input field.</li>
 <li>After completing these steps, the selected accounts in your financial report will be grouped accordingly.</li>
</ol>

How to Group Accounts in a Xero Financial Report

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3f9bab56e05a00fe78bc/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Business'.</li>
 <li>Select 'Bills To Pay' from the list of options.</li>
 <li>After that, click the drop-down arrow next to 'New Bill'.</li>
 <li>Subsequently, choose 'Import From CSV' to proceed.</li>
 <li>Scroll down to the Step 3 section, then tap 'Select File'. Find the CSV file from your local folder and upload it to the platform.</li>
 <li>Following that, specify how you want to update the contact details. At the same time, select the type of tax you use.</li>
 <li>Once done, click 'Confirm' to continue.</li>
 <li>Tap 'Complete Import' afterwards.</li>
 <li>After completing these steps, the selected bill will be imported into your Xero account.</li>
</ol>

How to Import Bills Into Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4345ab56e05a00febf7b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to App Marketplace on the top right. (store icon)</li>
 <li>Search for "Xero" in the search bar and select it.</li>
 <li>Hit the Install app button to start the installation.</li>
 <li>Hit Next.</li>
 <li>Click Connect to Xero button.</li>
 <li>Grant the required access by hitting Allow.</li>
 <li>Sync contacts between HubSpot and Xero and ensure that the corresponding data fields between HubSpot and Xero are mapped correctly.</li>
</ol>

Hubspot xero integration

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4528ab56e05a00feec93/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Pipedrive" to set it as Trigger App.</li>
 <li>Choose a trigger event.</li>
 <li>Sign in to your Pipedrive account and click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Click "Continue with selected record."</li>
 <li>Search and select "Xero" as the action app. It's a Pro app so you may need to buy a plan to use this integration.</li>
 <li>Choose an event under Xero.</li>
 <li>Login to your Xero account, then click "Allow access."</li>
 <li>After signing in, click “Continue.”</li>
 <li>Complete and customize the required fields, then select "Continue."</li>
 <li>Click “Test step.”</li>
 <li>Click "Publish" to complete the integration.</li>
</ol>

How to Integrate Pipedrive with Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a45e4ab56e05a00ff03a6/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click ‘Trigger’, search and select 'Xero' as the trigger app.</li>
 <li>Choose a trigger event based on your requirements.</li>
 <li>Select 'Allow' to grant Xero access to your Zapier account.</li>
 <li>Select the organization and click 'Continue'.</li>
 <li>Click 'Test trigger' and Zapier will pull sample data from Xero to ensure everything is set up correctly.</li>
 <li>Search and select 'Slack' as the action app.</li>
 <li>Select the event for your action app.</li>
 <li>Log in and authorize Zapier to access your Zapier account.</li>
 <li>Map the data from Xero to Slack and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Rename your Zap by clicking the 'Untitled Zap' button.</li>
 <li>Once everything is set up correctly, turn on your Zap to enable the integration by clicking 'Publish'.</li>
</ol>

How to Integrate Slack with Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4666ab56e05a00ff0e73/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Head over to the left-side panel and click 'Integrations'.</li>
 <li>Following that, click the search bar and type 'Xero'.</li>
 <li>Find 'Xero' from the suggested results, then tick the checkbox beside it.</li>
 <li>Subsequently, tap 'Allow' to accept the terms and grant the necessary permissions.</li>
 <li>After completing these steps, your Toggl account will be integrated with Xero. You may now visit the Xero website and start tracking time using the Toggl extension.</li>
</ol>

How to Integrate Toggl with Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a47a6ab56e05a00ff22c1/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Select 'Invoices' from the list of options.</li>
 <li>Following that, tap the 'Awaiting Approval' tab.</li>
 <li>Find and open the specific credit note you wish to issue.</li>
 <li>Review the details carefully, then make some adjustments if necessary.</li>
 <li>Once done, tap 'Approve'.</li>
 <li>After completing these steps, the selected Xero credit note will be approved and sent to the indicated recipient.</li>
</ol>

How to Issue an Existing Credit Note in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a484cab56e05a00ff31f3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Dext's main dashboard, go to the left-side panel and click 'Business Settings'.</li>
 <li>Under the Accounting Software section, tap 'Connect'.</li>
 <li>Following that, find 'Xero' and click its corresponding 'Connect' button. </li>
 <li>Click 'Connect Software' and then log into your active Xero account.</li>
 <li>Subsequently, click 'Allow Access' to agree with the terms and grant the necessary permissions.</li>
 <li>Specify the Xero organization you wish to use, then tap 'Next' to proceed.</li>
 <li>After completing these steps, your Xero organization will be linked to Dext.</li>
</ol>

How to Link Xero to Dext

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a485aab56e05a00ff3291/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Accounting'.</li>
 <li>Choose 'Advanced' from the list of options.</li>
 <li>After that, find and click 'Financial Settings'.</li>
 <li>Scroll down to the Lock Dates section, then set your preferred period. Simply click the drop-down menu and pick your a date from the calendar.</li>
 <li>Once done, click 'Save' to apply the changes.</li>
 <li>After completing these steps, the financial reporting period of your Xero organization will be locked based on your input.</li>
</ol>

How to Lock Periods in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4990ab56e05a00ff47ba/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Business'.</li>
 <li>Choose 'Invoices' from the list of options.</li>
 <li>After that, find and select the invoice you wish to mark as paid.</li>
 <li>Tap 'Add Payment' at the top-right corner to proceed.</li>
 <li>Fill out the input fields with the required information related to the invoice payment, specifically the Amount Paid, Date Paid, Account, and Reference.</li>
 <li>Once done, click 'Add' to apply the changes.</li>
 <li>After completing these steps, the selected Xero invoice will be marked as paid instantly.</li>
</ol>

How to Mark Invoices as Paid in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a49c3ab56e05a00ff4b51/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Contacts'.</li>
 <li>Select 'All Contacts' from the list of options.</li>
 <li>After that, tick the checkbox beside the contacts you wish to merge.</li>
 <li>Click the 'Merge' option to proceed.</li>
 <li>Specify where you wish to merge the selected contacts, then click 'Merge'.</li>
 <li>Subsequently, tap 'Confirm Merge' to continue.</li>
 <li>After completing these steps, the selected Xero contacts will be merged based on your input.</li>
</ol>

How to Merge Contacts in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4a66ab56e05a00ff57e8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Choose 'Bills to Pay' from the list of options.</li>
 <li>After that, find and select the bill you wish to pay.</li>
 <li>Scroll down to the Make a Payment section, then specify the Amount Paid, Date Paid, Bank Account Used For Payment, and Reference.</li>
 <li>Once done, click 'Add Payment' to proceed.</li>
 <li>After completing these steps, the selected Xero bill will be paid instantly.</li>
</ol>

How to Pay a Bill in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4a67ab56e05a00ff5807/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, go to the top menu bar and click 'Business'.</li>
 <li>Select 'Invoices' from the list of options.</li>
 <li>After that, tap the 'Awaiting Payment' tab to proceed.</li>
 <li>Find and select the specific invoice you wish to pay.</li>
 <li>Subsequently, review the details and click 'Add Payment' at the top-right corner.</li>
 <li>Provide the required payment details, particularly the Amount Paid, Date Paid, Bank Account, and Reference ID. Enter them into their respective input fields.</li>
 <li>Once done, click 'Add' to process your payment.</li>
 <li>After completing these steps, the selected Xero invoice will be paid instantly.</li>
</ol>

How to Pay an Invoice in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4a6aab56e05a00ff5827/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Choose 'Bills to Pay' from the list of options.</li>
 <li>After that, go to the Awaiting Payment tab to proceed.</li>
 <li>Tick the checkbox beside the bills you want to pay at once.</li>
 <li>Once done, click the 'Batch Payment' option.</li>
 <li>Provide the required information related to the bills you wish to pay, particularly the Payment Date, Bank Account, and other details.</li>
 <li>Once done, click 'Make Payments' to continue.</li>
 <li>After completing these steps, the selected Xero bills will be paid at once.</li>
</ol>

How to Pay Multiple Bills in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4a6dab56e05a00ff5848/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Select 'Invoices' from the list of options.</li>
 <li>Following that, tap the 'Awaiting Payment' tab to proceed.</li>
 <li>Tick the checkbox beside the invoices you wish to pay at once.</li>
 <li>Subsequently, click the 'Deposit' option.</li>
 <li>Fill out the input fields with the required information.</li>
 <li>Once done, review your input and click 'Deposit'.</li>
 <li>After completing these steps, the selected Xero invoices will be paid at once.</li>
</ol>

How to Pay Multiple Invoices in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4ac2ab56e05a00ff5e32/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, head over to the top menu bar and click 'Business'.</li>
 <li>Select 'Invoices' from the list of options.</li>
 <li>Following that, tap the 'Awaiting Payment' tab to proceed.</li>
 <li>Find and select the specific credit note you wish to use for the refund processing.</li>
 <li>Subsequently, scroll down to the Make a Cash Refund section and provide all the necessary information, particularly the Amount, Date, Bank Account, and Reference ID. Fill out the input fields accordingly.</li>
 <li>Once done, review the details and click 'Add Refund' to proceed.</li>
 <li>After completing these steps, the refund for your customer will be processed according to your input.</li>
</ol>

How to Process a Refund for Customers in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b97ab56e05a00ff6f1f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, find the bank account you wish to reconcile and then click its corresponding 'Reconcile Items' button.</li>
 <li>After that, click the 'Find &amp; Match' button of the statement line you wish to reconcile.</li>
 <li>Tick the checkbox beside the transactions you want to use in the process.</li>
 <li>Following that, review the selected transactions. If you wish to add more, simply click 'New Transaction'.</li>
 <li>The total amount of the selected transactions must equate to the money you have received. If necessary, click 'Adjustments' to specify bank fees or minor balance modifications.</li>
 <li>Once done, tap 'Reconcile'.</li>
 <li>Finally, tap 'Confirm' to proceed and enable the bank reconciliation.</li>
</ol>

How to Reconcile a Bank Account in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b99ab56e05a00ff6f39/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, select a bank account.</li>
 <li>Choose and open the money received transaction you wish to reconcile.</li>
 <li>After that, tap the 'Options' button in the top-right corner.</li>
 <li>Click 'Mark as Reconciled' to proceed.</li>
 <li>Subsequently, click 'Mark as Reconciled' one more time to confirm your request.</li>
 <li>After completing these steps, the selected money received transaction will be reconciled instantly.</li>
</ol>

How to Reconcile a Money Received Transaction in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b9aab56e05a00ff6f52/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, find and select a bank account.</li>
 <li>After that, browse the list under Account Transactions and choose the refund transaction you wish to reconcile. </li>
 <li>Tap 'Options' at the top-right corner.</li>
 <li>Subsequently, click 'Mark as Reconciled'.</li>
 <li>Click 'Mark as Reconciled' one more time to confirm your request.</li>
 <li>After completing these steps, the selected refund transaction will be reconciled instantly.</li>
</ol>

How to Reconcile a Refund in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b9bab56e05a00ff6f6b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, select a bank account.</li>
 <li>Choose the paid expense claim you want to reconcile.</li>
 <li>After that, click the 'Options' button in the top-right corner.</li>
 <li>Click 'Mark as Reconciled' to proceed.</li>
 <li>Subsequently, tap 'Mark as Reconciled' one more time to confirm your request.</li>
 <li>After completing these steps, the selected reimbursement transaction will be reconciled instantly.</li>
</ol>

How to Reconcile a Reimbursement Transaction in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b9cab56e05a00ff6f84/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, find and open a credit card account.</li>
 <li>After that, go over the list under Account Transactions and select the payment transaction you wish to reconcile.</li>
 <li>Tap the 'Options' button at the top-right corner.</li>
 <li>Subsequently, click 'Mark As Reconciled'.</li>
 <li>Click 'Mark As Reconciled' one more time to confirm your request.</li>
 <li>After completing these steps, the selected credit card payment transaction will be reconciled instantly.</li>
</ol>

How to Reconcile Credit Card Payments in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4b9dab56e05a00ff6f9d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, find and select a bank account.</li>
 <li>Under the Account Transactions, find the bank transfer transaction you want to reconcile and click tick the checkbox beside it.</li>
 <li>Tap 'More' afterwards to proceed further.</li>
 <li>Subsequently, select 'Mark as Reconciled'.</li>
 <li>Click 'Mark as Reconciled' one more time to confirm your request.</li>
 <li>After completing these steps, the selected money transfer transaction between your Xero bank accounts will be reconciled instantly.</li>
</ol>

How to Reconcile the Money Transfer Between Bank Accounts in Xero

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a4ba4ab56e05a00ff7028/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Xero's main dashboard, find and open a bank account.</li>
 <li>After that, click the 'New Transaction' button to proceed.</li>
 <li>Tap the drop-down menu afterwards.</li>
 <li>Subsequently, select 'New Receive Money'.</li>
 <li>One by one, fill out the input fields with the required information related to the loan you wish to record.</li>
 <li>Once done, review your input and click 'Save'.</li>
 <li>After completing these steps, your loan will be recorded as a new receive money in the selected bank account.</li>
</ol>

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