Xero services

At KRA Consulting we work with Xero – an online accounting software that lets you input, access and keep an eye on your financial information wherever you are. Xero is very easy to use whether you’re just starting on accounting software or you’re switching from a different product. We’ll help you get set up and put a process in place to make your bookkeeping a breeze.

Connecting bank accounts

Xero is 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.

Video walk-through

Support article

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.

Video walk-through

Support article

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.

Video walk-through

Support article

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.

Video walk-through

Support article

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.

Video walk-through

Support article

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.

Video walk-through

Support articles

Managing expenses

Xero Expenses helps you reduce the hidden costs of processing expense
claims by giving you simplified workflows, powerful control, and integrated
accounting – all inside Xero.

Video walk-through

Support article

Managing projects

Xero Projects is a simple way to track the time and money you spend on each job. Find out how to create a project, add time and expenses, invoice the project, and monitor its profitability.

Video walk-through

Support documents

CLIENT SET-UP GUIDE   Xero.com