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XERO :
Initial Setup –
Registration
Jay Arcie Carreon

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30-day Master
free trial title style

https://www.xero.com/ph/
login/

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Multi-factor title style
authentication
1. User

2. Account

3. Multi-factor Authentication

4. Setup

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Click to edit MasterActivities
Refresher title style

1. Add the Purchases account into the

Account watchlist.

2. Add the Gross Profit % into the

Business Performance panel in the
Dashboard

3. Check your login details/history.

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XERO :
Basic Settings

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ClickOrganisation
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Details

Organisation Details
Add basic information, such
as contact details and a
logo.

On the organization details,

it will prompt to ask you if
you want to include some of
the organization details to
the online invoices that you
will issue to clients. You may
choose to turn this on or off
at your own discretion.

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ClickOrganisation
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Details

Notes:
• Display name -
organisation name that
shows in Xero

• Legal / Trading name -

shows on financial
reports, invoices, quotes,
and batch deposit
summaries.

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ClickOrganisation
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Details

Other Details
-Postal address
-Physical address
-Telephone
-Email
-Website
-Facebook
-Other optional fields

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Users

User roles and permissions:

• Subscriber
The subscriber is responsible for the Xero
account, billing, and user accounts. There can
only be one subscriber in each organization.
They can transfer the subscription to another
user at any time.
• Business & accounting
Users with the standard role can carry out day-
to-day tasks, and can have restricted access to
reports.
• Advisor
Advisors have full access including advanced
accounting features.
• Read-Only
Anyone with the read only role can view
transactions, but can’t add or edit.

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Invite Users title style

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Users title style

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Users title style

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Click toTypes
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rolesstyle
Projects
• Limited – a user can view, add and change their own time entries.
They can also view projects and tasks created by others.
• Standard – gives the user similar access to a projects admin, but can’t
view or modify staff cost rates or see cost-related data in reports.
• Admin – has full access to projects, including reports, staff cost rates,
and can view financial information.

Expenses
• Submitter – users can enter, edit and submit their own expenses.
• Approver – has the ability to enter, edit, approve or decline expenses.
An approver can also see other employee’s expenses, pay them out and
run reports.
• Admin – this user level includes approver access plus the ability to
adjust settings within expenses.
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 Types of user roles
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Payroll
• Employee – has access to Xero Me to view payslips, submit leave and enter
timesheets.
• Payroll admin – users can create and post pay runs, add employees, and run
payroll reports.

Business and Accounting

• Invoice only – there are four variations of the invoice only user role:

• Only create drafts – the user has access to create draft invoices, bills, quotes and purchase
orders, but not approve them.

• Sales (quoting and invoicing) – the user can create, approve and send invoices, quotes and
credit notes. They can also record payment on invoices.

• Purchases (purchase orders and bills) – the user can create and approve bills, credit notes
and purchase orders. They can also pay bills.

• Approve and pay (sales and purchases) – the user can create and approve invoices, quotes,
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credit notes, bills and purchase orders. They can also record payment on invoices and pay bills.
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Click Types
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user roles
Business and Accounting

• Standard – the user has almost full access to Xero, with optional access to cash
coding and reports.

• Adviser – advisers have full access to all areas of Xero. If they're not the
subscriber, then they can’t change the pricing plan or payment details.

• Read only – these users can view most areas of Xero, but can’t create or edit
transactions, or run new reports.

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Types Master title style
user roles
Extra Permissions

• Payroll admin – for users who need to post pay runs, manage employees and
run payroll reports.

• Cash coding – ability for users to reconcile statement lines in bulk for cash
transactions.

• Bank account admin – users with this permission can edit bank account
numbers for contacts and employees.

• Reports – users can run most reports and customise, print or export them.

• Manage users – the ability to invite new users, change user roles for existing
users or delete users from an organization.

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Multicurrency

Add currencies to create

foreign transactions, and
add bank accounts with a
different currency from the
organization's base currency.
The organization must be on
a premium pricing plan.

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Multicurrency

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KNOWLEDGE style
CHECK

The organization name that you see in Xero is the:

A. Contact Name
B. Legal/Trading Name
C. Display Name
D. Business Name

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KNOWLEDGE style
CHECK

Xero includes the _________________ on online invoices by

default

A. Legal/Trading Name and Logo

B. Display name and email
C. Display name and Logo
D. Email and contact name

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KNOWLEDGE style
CHECK

To invite or edit users in an organisation, you need to have

____________ permission in Xero.

A. Payroll Admin
B. Advisor
C. Manage users
D. Standard

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KNOWLEDGE style
CHECK

To give someone access to view Xero, without the ability to add

or make changes, select the ____________ role.

A. Invoice only
B. Read only
C. Payroll admin
D. Standard

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XERO :
Use Files in
Xero

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Click to edit
UseMaster
Files intitle
Xerostyle

1. Add and organize files

• Upload documents to Xero and sort
into folders

2. Attach files to transactions

• Attach files to invoices, bills, and
other transactions

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Files title style
in Xero
Access the file library
Inbox
Store important documents in
the organization's file library
Inbox.
The adviser and standard
user roles have full access to
files.

Users with the invoice only

role can view, add, and
remove files for transactions
they have access to. Read
only users can view files
attached to transactions they
have access to. 25
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Click to
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Files title style
in Xero
Ways to Add files in Xero: Ways to Add files in Xero:

Upload files Drag and Drop

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Files title style
in Xero
Ways to Add files in Xero: Ways to Add files in Xero:
Email Mobile device

Xero Pro Tip

Add the files email address as a contact in your email
service provider. Then you can quickly forward attachments
to Xero. If you frequently receive attachments like phone
bills, set up a rule in your email account to auto-forward 27
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those emails directly to the organisation's file library Inbox.
Click to edit Master
Organize Files title style
in Xero
1. Add Folders
2. Renaming/Deleting Files

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Click toUse
editFiles
Master title style
in Xero
Wherever there is a file icon,
you can attach files.
You can attach files to the
following:

1. Transactions
2. Bank Reconciliation
3. Contacts
4. From file library inbox.

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Click to edit
Use Master
Files title style
in Xero
Wherever there is a file icon,
you can attach files.
You can attach files to the
following:

1. Transactions
2. Bank Reconciliation
3. Contacts
4. From file library inbox.

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KNOWLEDGE style
CHECK

Attach receipts files to your bank transactions when you

__________.

A. Save files in the library

B. Pay your bills
C. Reconcile statement lines
D. Send an email

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KNOWLEDGE style
CHECK

Keep an attached document open when you create a

transaction to help you ____________.

A. Organize your files

B. Send file attachments
C. Enter accurate data
D. Create a logo

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XERO :
Advance
Settings

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Click to edit
Advanced Master title style
Settings

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Advanced title style
Settings
Financial Settings

1. Change Financial Year

End
2. Set Sales Tax Information
3. Select the tax defaults for
sales and purchases.
4. Lock Dates.
5. Set Time Zone.

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Advanced title style
Settings
Financial Settings

1. Change Financial Year End

Accounting >> Advanced >> Financial Settings >>

Change >> Select Date >> Done >> Save

**You need the adviser or standard user role to access

this

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Advanced title style
Settings
Financial Settings

2. Set sales tax information

• Tax Basis (Cash/Accrual/None)

• Tax ID
• Tax period

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Advanced title style
Settings
Financial Settings

3. Select the tax defaults for sales and purchases.

• Based on last sale/purchase

• Xero applies the tax default last used on a sales or purchase
transaction.
• Tax inclusive
• Xero includes tax in the unit price. The transaction subtotal
and total will be the same.
• Tax exclusive
• Xero excludes tax from the unit price, and adds it to the
subtotal. The transaction subtotal and total will be different.
• No tax
• Xero excludes tax from each transaction.
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Advanced title style
Settings
Financial Settings

4. Lock Dates

• Stop all users (except advisors)

• Stop all users

5. Set time zone

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ClickAdvanced
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Settings
Tax Rates

Tax rates control sales tax on

transactions such as invoices,
bills and manual journals. You
must add a default tax rate to
every account in the chart of
accounts. When you select the
account, Xero applies the
default rate to the transaction.
You can change each rate on
the transaction without
affecting the default rate in
the chart of accounts.

Accounting >> Advanced >>

Tax Rates >> New Tax Rate
>> Add display name >> Add 40
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Tax Components
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Advanced title style
Settings
Tracking Categories

Set up tracking categories to

see how different areas of
the business are performing.
Tag transactions such as
invoices, with a category
option to report on
departments, cost centers,
or locations.

Accounting >> Advanced

>> Tracking categories >>
Add Tracking Category >>
Name the tracking category
>> Add options 41
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Click to edit Master title
KNOWLEDGE style
CHECK

Heather’s Kiosk is a business that records revenue and

expenses at the end of the day when the till is closed. This
business uses:

A. Cash basis
B. Accrual basis

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KNOWLEDGE style
CHECK

You haven’t submitted any sales tax reports for the last financial
year, yet you noticed there are some draft invoices awaiting
approval for that period. There’s a lock date in place preventing
all users from approving transactions. You want to approve the
last-minute invoices. Provide the step-by-step process.

I. Approve the invoices

II. Reinstate the lock date and save
III. Go to Financial settings
IV. Remove the lock and save

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Thank You !

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