• Xero for dummies
  • 點閱:31
  • 作者: by Heather Smith
  • 出版社:John Wiley & Sons Inc.
  • 出版年:c2015
  • 集叢名:--For dummies
  • ISBN:9780730319375 ; 9780730319399
  • 格式:PDF

Introduces Xero, a completely cloud-based accounting system, provides in-depth understanding of how the software works, and shows readers how to use it efficiently, effectively, and strategically.
From the Back Cover
Learn to:

Set up and organise your business accounts and contacts
Manage your accounting online from anywhere, at any time
Save time with automatic bank feeds and intuitive transaction coding
Monitor business performance using reporting and tracking options
Streamline your accounting online in real-time with Xero®
Whether you’re just starting out with Xero or switching from another system, this updated edition of Xero For Dummies has everything you need to know about the revolutionary cloud-based accounting system. From the basics of setting up to more detailed operational use, this book includes tried-and-tested techniques to help you optimise revenue, profits and cash flow while minimising repetitive admin tasks. Monitor your financial position in real-time with this essential guide.
Start from scratch — follow step-by-step directions to set up Xero or convert from another accounting system
Better than ever — discover Xero’s improved file storage, purchase order and report generation features
Save time — reconcile accounts ‘automagically’ with automatic bank feeds and transaction matching
Streamline record-keeping — organise customer and supplier accounts, synchronise data, and generate the reports you need to manage your business efficiently
Add-on for success — explore the growing cloud-based add-on solution ecosystem and tailor your accounting to match your business needs
Keep an eye on key areas of your business — use Xero’s dashboards to review budgets and forecasts, refine business goals and track overall progress
Open the book and find:
Advice for long-term success with Xero
Steps for generating and customising reports
Tips for managing contacts, sales, purchases and inventory
Help with weekly and monthly task lists
Ways to prepare for end-of-year reporting
Add-on solutions for your specific needs
How to bring in data from paper-based or spreadsheet accounting systems

About the Author
Heather Smith is an accountant specialising in content creation. She hosts the Cloud-Stories podcast, writes for XU Magazine, and develops blog content and training videos for businesses within the Xero community. Heather is a consultant providing guidance on Xero set-up, conversion, training and integration, and she offers accounting support to businesses globally.

  • Foreword(第xv頁)
  • Introduction(第1頁)
    • About This Book(第2頁)
    • Foolish Assumptions(第3頁)
    • Icons Used in This Book(第3頁)
    • Beyond the Book(第4頁)
    • Where to Go from Here(第4頁)
  • Part I : Getting Started with Xero(第7頁)
    • Chapter 1 : Getting to Know Xero(第9頁)
    • Chapter 2 : Getting Organised : Setting Up Xero from Scratch(第23頁)
    • Chapter 3 : Converting to Xero from Another System(第59頁)
    • Chapter 4 : Fine-tuning Your Set-Up(第85頁)
  • Part II : Daily Activities(第107頁)
    • Chapter 5 : Managing Your Contacts(第109頁)
    • Chapter 6 : Managing Your Sales(第125頁)
    • Chapter 7 : Managing Your Payables(第165頁)
    • Chapter 8 : Reconciling Your Bank Accounts(第197頁)
  • Part III : Making the Routine, Routine(第227頁)
    • Chapter 9 : Generating Reports(第229頁)
    • Chapter 10 : Mastering Your Weekly and Monthly Tasks(第245頁)
    • Chapter 11 : End of Financial Year Reporting(第269頁)
  • Part IV : Getting the Most Out of Xero(第285頁)
    • Chapter 12 : Monitoring Your Business(第287頁)
    • Chapter 13 : Managing Your Inventory Items(第313頁)
    • Chapter 14 : Working with Fixed Assets(第325頁)
    • Chapter 15 : Working with Multi-Currency Transactions(第337頁)
    • Chapter 16 : Xero Online Network(第349頁)
  • Part V : The Part of Tens(第361頁)
    • Chapter 17 : Ten ( Plus One! ) Tips for Long-Term Success with Xero(第363頁)
    • Chapter 18 : Ten Common Mistakes Made in Xero and How to Avoid Them(第369頁)
  • Index(第375頁)
紙本書 NT$ 1120
NT$ 784

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