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Introducing Xero Business Essentials

Posted 5 years ago in Xero news by Josh Farmer
Posted by Josh Farmer

Xero Business Essentials is a range of video tutorials carefully designed to be easy on the eye, and even more importantly, easy to learn from.

Have you ever tried to learn from video tutorials only to find yourself getting lost in the detail, trying to figure out what the bigger picture is? Or getting frustrated because there’s too much overview and not enough coverage of the finer points? These videos aim to change all of that.

Each topic is introduced with an animated story to help you visualise the concept, and then move into step-by-step instruction in the software at a nice leisurely pace so it’s simple to follow. Nervous to try out what you’ve learnt? Just give it a go in the demo company first – no harm done!

Whether you’re new to Xero, been using it for a while, or just kicking the tires, take a look. Business Essentials is a great way see the main features of Xero in action and learn them for yourself. If you’re an accountant or bookkeeper, this is the perfect start to help you and your clients fast track your learning progression of the software.

We believe that well designed video tutorials are an important ingredient to help you get the best out of Xero, so watch this space for more exciting content coming your way. We’d love to hear your feedback on the videos so let us know what you think!



February 21, 2013 at 4.23 am

Great tutorials! This is exactly what I’ve been looking for. I can’t wait to share with all my clients!!

Kirsten Barrie
February 21, 2013 at 10.55 pm

I agree, these are excellent! Sharing in a series on my blog amd already helping with potential clients! Thanks!

Mike Block CPA
March 18, 2013 at 8.42 am

I was very glad to see these, but the banking tutorial has an error. It properly uses a generic word (parking) as an Rule (or Bank Rule) any text field contains condition. However, it then assigns the Payee to Viaduct Parking. Since this is a generic rule, it affects many different parking locations. Therefore, the Payee should be Parking or simply Payee. In fact, the video then shows it is not a live Xero demo by ignoring the Viaduct Parking payee designation and showing (at 2:39) three different filled in payees.

More important, the Cash Coding screen, which is available from the Bank Reconciliation screen, is far faster and more effective that the actual Bank Reconcilaition screen. Therefore, Xero is doing users a serious disservice by ignoring this screen in favor of the older Bank Recocilation screen.

Almost as important, there is no video on properly using either Bank Reconciliation or Cash Coding. Such a video should mention:

Use several browser windows open at once
(right click on a menu choice and open in a new window)
(always keep Cash Coding, Bank Rules and Chart of Accounts open)

Click Save and Reconcile All when you see entries assigned to accounts.

Click on the Payee, Reference or Description labels to alphabetize payments.

Start with often occurring entries, so you assign several entries at once.

Create generic rules, so you do not need a new rule for each new entry
(and avoid many new rules for future entries)

Alphabetize rules by name, so you can add new payees to existing rules
(avoid many new rules)

Do not use more than about 14 conditions per rule
(this is around how many conditions a rule can have)
(check rules after adding more – they many not save)

Mike Block CPA
March 18, 2013 at 8.48 am

I forgot that you should hit the F5 (refresh key), in any window, to make Xero recognize a change made in a different simultaneously open window. That is, if you add or change a rule, the Cash Coding screen will not use that change until you hit the F5 key in Cash Coding.

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