XERO ACCOUNTING
Accounting software with all the time-saving tools you need to grow your business: unlimited users and 24/7 support … not to mention the security and reliability you’d expect from Xero.
Bank Reconciliation
Keep track of the money in and out with daily updates and simple bank reconciliation.
Dashboard
See how cash is tracking with a quick glance at your customisable Xero dashboard.
Xero Expenses
Easily record, claim, and manage expenses and receipts online.
Bank connections
Connect to your bank so transactions flow automatically into Xero each business day.
Keep track of the money in and out with daily updates and simple bank reconciliation.
Know your cash position when you reconcile daily
Xero automatically and securely imports your bank transactions every business day. You save hours on admin and get daily updates on the state of your business finances. Xero connects with numerous banks globally so, chances are, your bank is one of them.
Reconcile easily with coding suggestions
Was it payment of an invoice? Was it spending on travel? Or stationery? Simply confirm what Xero suggests. You can also set up rules for matching your bank transactions automatically to invoices, bill payments and purchases that are already recorded in Xero, making reconciliation seamless.
Make it your morning routine
Match and categorise your bank transactions on your phone from bed, over a coffee, or on the train, and start your day knowing exactly where you stand. The Xero dashboard shows you all the key figures.
Reconcile large numbers of transactions quickly
Tired of reconciling each transaction? Cash coding lets you group similar transactions together so you can match them in one go. That’s especially useful if you’re moving to Xero and importing back-dated transactions.
Pay Runs
Track employees’ payroll information with Xero’s simple payroll tool.
Inventory
Track inventory, manage stock and easily add items into invoices and orders.
Invoicing
Keep your cash flow healthy by sending online invoices with online payment options.
Pay Bills
Pay the bills on time, reduce admin and keep control of your cash flow
Schedule payments and batch pay suppliers
Spend less time on business admin by paying multiple bills in one simple transaction. You can bundle the bills together and schedule the payment, so you’re all ready to go.
See what bills are due for payment
The purchases dashboard gives you a complete overview of your bills and purchase orders. Understand and manage your cash flow with charts and graphs to show you what bills are due for payment. You’ll avoid late fees and build good relationships with your suppliers by paying your bills on time
Receive and store bills online in one location
Email bills and documents straight to your files inbox in Xero for paperless record-keeping. For simple data entry, use side-by-side files to enter your bills with the file attached.
With everything stored online in the cloud, you can access your bills at any time, from anywhere.
Repeat and replicate bills
Save time and improve your business efficiency by setting up repeating bills. Simple accounts payable software lets you set up bills to repeat for any period you choose.
Replicate your last bill from a supplier and just review, add or amend details as necessary.
Get your money back on billable expenses
On-charge customer expenses and assign any costs you can recover to the relevant customer when the bill comes in. That way, you won’t forget about them and you’ll protect your profit margin
Mobile App
Work while you're on the move with the essentials in the Xero mobile app.
Reconcile your bank transactions anytime
Match your bank transactions from your phone in bed, over coffee, or on the train. Start your day knowing exactly where you stand.
Capture and approve expenses on the go
Stop searching for old receipts. Record your expenses while you’re out and about, then upload them straight to Xero through the app. As a manager, you can review and approve your staff’s expenses wherever you are.
Invoice while you're still on the job
No more waiting until you’re at a computer to send your invoices for the day. Get paid faster by sending the invoices as soon as the job is done, even if you’re still on site.
Store your customer contact details
Have your customer and supplier details on hand – whenever you need them. The Xero accounting app makes it easy to look up addresses, quickly find phone numbers, and add and edit contacts on the spot. Customise contacts to show their key details and archive those you no longer need.
Give your employees access to Xero on mobile
Your employees can raise invoices and claim expenses on the go too. It’s simple to control their level access so they don’t see the rest of the financials.
Pay Bills
Pay the bills on time, reduce office admin and improve your cash flow.
Get paid fast to keep your cash flow healthy with online invoicing.
Create and send personalised, professional invoices
Customise the look of your invoice by using our beautiful invoice templates. Add or edit a branding theme, include your payment terms, or simply upload your logo and you're ready to go.
Take the work out of chasing payments
Xero can send automated invoice reminders for you. All you have to decide is when and how often the reminders are sent out. You can also see whether your customer has seen an invoice and if it’s been paid.
Create online invoices quickly
Reduce repetitive manual data entry and speed up your invoicing by using preset inventory items, replicating previous invoices, and setting up repeating invoices.
Better security with online invoices
The Xero online invoices you send are protected from unauthorised changes – unlike a PDF attached to an email. Within Xero, invoice editing is limited and a record is kept of the main invoice actions. To fend off unauthorised access, we recommend enabling two-step authentication on your Xero account and on your email account too.
Track inventory, control stock, and easily add items into invoices and orders.
Know your bestselling and most profitable product lines
Use Xero to get an up-to-date view on what your bestselling product lines are. See how much profit you’re making, and use this information to make the right decisions about what to order and how to price it.
Keep tabs on stock quantity and value
Inventory management software tools in Xero let you keep track of stock levels and values on a daily basis. Xero calculates the value of the goods you have on hand using the average cost method.
The simple tracking software is great for independent retailers and wholesalers, or service providers who sell retail items.
Save time with bulk imports
Get inventory in Xero up and running fast by quickly importing large numbers of inventory items from a spreadsheet. We provide a simple CSV template for you to use.
Combine smart small business payroll software with your online accounting.
Payroll and business finances in one
Payroll in Xero not only manages the tasks you have to do, it automatically updates your accounts too.
Employee pay made easy
Payroll online provides tools for tracking working hours and approving leave with controlled access for employees.
Power to your people
Give your employees self-service access from any device with the Xero Me mobile app for iOS and Xero Me app for Android . Xero Me makes it easy for employees to view their payslips, submit their timesheets and apply for leave.
Bank feeds
Connect to your bank so transactions flow automatically into Xero each business day.
Know your cash position when you reconcile daily
Xero automatically and securely imports your bank transactions every business day. You save hours on admin and get daily updates on the state of your business finances. Xero connects with numerous banks globally so, chances are, your bank is one of them.
Reconcile easily with coding suggestions
Was it payment of an invoice? Was it spending on travel? Or stationery? Simply confirm what Xero suggests. You can also set up rules for matching your bank transactions automatically to invoices, bill payments and purchases that are already recorded in Xero, making reconciliation seamless.
Make it your morning routine
Match and categorise your bank transactions on your phone from bed, over a coffee, or on the train, and start your day knowing exactly where you stand. The Xero dashboard shows you all the key figures.
Dashboard
See how business is going with a glance at charts on the Xero dashboard.
Stay on top of your cash flow
The online accounting dashboard monitors your cash flow with simple charts and graphs. Customise reports so you can track which monthly trends are important for your business.
See all your bank account and credit card information in one place
Choose which bank accounts, credit card accounts and PayPal accounts you want to set up and monitor. Your dashboard gives you an up-to-date view of your running balances and reconciliations across all of your accounts.
Proactively follow up on outstanding invoices
Your online accounting dashboard gives you the tools to follow up on outstanding invoices with a summary of what's owed to you. Filter invoices by due date, amount owed, or how long they've been outstanding and drill down for extra information.
Monitor your sales and spending
Keep a watch on your spending as well as the money coming in – just choose which accounts to show. You can also see the status of your expense claims on the dashboard
Track specific parts of your business
Stay up-to-date with your business by customising your online accounting dashboard with the areas you want to monitor. Set up tracking to monitor everything from transactions to contacts. Then get reports on the areas you’re tracking to see how that part of your business is performing.
Data security
Protect your Xero data with multiple layers of security.
You control who sees what
No one has access to your organisation’s data unless you invite them into your account. You control what users can see and do in Xero.
Extra security at log in
Two-step authentication adds an extra layer of security to help protect your account. Each time you log in, you’ll need to enter a unique code generated by an app on your smartphone.
Used by many internet banking and online services, two-step authentication makes it much harder for anyone to hack into your account.
Your personal information stays private
We know that data security is important to you. We keep your information private, and only use it for agreed purposes.
For instance, if you need help with a feature in Xero, you can choose to let Xero Support view your data while they help you.
Your information is stored safely online
If your computer or laptop is lost, stolen or broken, your account is backed up and protected online in the cloud. Xero’s online storage means you can log in from any device with an internet connection and you're good to go.
How Xero encryption prevents unauthorised access
Your information is converted into unrecognisable code using industry standard data encryption. This protects your personal and financial data. Xero stores your data securely – and you control who has access.
All our servers and data centres have robust physical security controls, as well as 24/7 monitoring and surveillance.
We do regular data security audits and monitor security systems to identify and manage threats.
Stay up-to-date with security warnings
We’ll let you know the latest news on phishing and other scams on our Security Noticeboard . We’ll also give the latest recommendations on how to protect yourself from them.
Pay Bills
Pay the bills on time, reduce admin and keep control of your cash flow.
Schedule payments and batch pay suppliers
Spend less time on business admin by paying multiple bills in one simple transaction. You can bundle the bills together and schedule the payment, so you’re all ready to go.
See what bills are due for payment
The purchases dashboard gives you a complete overview of your bills and purchase orders. Understand and manage your cash flow with charts and graphs to show you what bills are due for payment. You’ll avoid late fees and build good relationships with your suppliers by paying your bills on time.
Receive and store bills online in one location
Email bills and documents straight to your files inbox in Xero for paperless record-keeping. For simple data entry, use side-by-side files to enter your bills with the file attached.
With everything stored online in the cloud, you can access your bills at any time, from anywhere.
Repeat and replicate bills
Save time and improve your business efficiency by setting up repeating bills. Simple accounts payable software lets you set up bills to repeat for any period you choose.
Replicate your last bill from a supplier and just review, add or amend details as necessary.
Get your money back on billable expenses
On-charge customer expenses and assign any costs you can recover to the relevant customer when the bill comes in. That way, you won’t forget about them and you’ll protect your profit margin.
Expense claims
Easily record, claim and manage expenses & receipts online.
Manage personal expenses
Reimburse yourself and the business by recording all your purchases in Xero.
Reimburse employees for business costs
Approve or decline individual items and schedule payments to your employees.
Keep a record of all your receipts
Snap photos of your receipts as they happen and attach them to your expense reports so you have a complete record of all expenses at your fingertips.
Record expenses on the go from anywhere
Capture business expenses and give your employees access to create expense claims with the Xero mobile app.
Mark expenses as billable to a customer
Recover costs incurred on behalf of a customer and protect your profit margin. Tag expense items to a customer and these will be added to their next invoice.
Mobile App
Work while you're on the move with the essentials in the Xero mobile app
Reconcile your bank transactions anytime
Match your bank transactions from your phone in bed, over coffee, or on the train. Start your day knowing exactly where you stand.
Capture and approve expenses on the go
Stop searching for old receipts. Record your expenses while you’re out and about, then upload them straight to Xero through the app. As a manager, you can review and approve your staff’s expenses wherever you are.
Invoice while you're still on the job
No more waiting until you’re at a computer to send your invoices for the day. Get paid faster by sending the invoices as soon as the job is done, even if you’re still on site.
Store your customer contact details
Have your customer and supplier details on hand – whenever you need them. The Xero accounting app makes it easy to look up addresses, quickly find phone numbers, and add and edit contacts on the spot. Customise contacts to show their key details and archive those you no longer need.
Give your employees access to Xero on mobile
Your employees can raise invoices and claim expenses on the go too. It’s simple to control their level access so they don’t see the rest of the financials.
Multi-Currency
Automatically track gains and losses across multiple currencies.
Mobile App
Capture expenses, invoice and reconcile while you’re on the move.
Information Security
Protect your precious business information with extra layers of security in Xero.
Accept Payments
Get paid sooner by accepting payments from online payment services like PayPal and Stripe.
Projects
Track the time and money you’re spending on jobs, and where you can be more profitable.
Purchase Orders
Simplify your purchasing process and easily keep track of orders.
Quotes
Streamline your sales process with professional online quotes.
Reporting
Tailor smart financial reports and budgets to understand and track what matters most.
VAT
Make life easy for your small business with VAT in Xero.
Business performance dashboard
Get the full up-to-date picture of how your business is performing.
Fixed Assets
Discover a way to better manage your business’s fixed assets.
Files
Store your files and transactions in one place online for easy access from anywhere.
Reporting
Tailor smart financial reports and budgets to suit your business.
Get reports when you need them
View and share over 40 interactive reports and budgets in real time – no waiting for month end to see how your business is performing.
Customise to suit your business
Use custom columns, formulas, text blocks and drag-and-drop accounts to easily edit and change your reports to how you want them look.
Keep track of progress
Quickly prepare a detailed budget or import an existing one, and compare performance against actual or selected periods.
Compare anything
Formulas let you calculate variances between any columns on your reports – whether actuals versus budget, or actuals versus other actuals.