Xero

The essential information from Xero Partner Accountants

Xero is a simple but powerful online accounting system, designed specifically for small businesses, which is why we recommend this platform to our clients. Not only does it help the LWA team when it comes to the organisation of your accounts, it has a myriad of brilliant features and is there to make life easier for you.

When using Xero, it is important that you understand the basics to ensure things run as smoothly and easily as possible. For a complete run through of how to set up your business on Xero, simply follow this step-by-step tutorial and check out the Small Business Guides, you will be up and running in no time, but if you get stuck along the way, a member of our team will be happy to offer a helping hand.

Once you get to grips with things, you may want to integrate your existing apps into Xero, and there are hundreds of third-party apps that are available to help you run your business without adding to the paperwork.

Below are a series of short tutorials explaining the essential Xero features you will use regularly, and allow you to see how they make managing small business finances easier than ever.

At LWA, we are proud to say that we are Xero Gold Partners as well as having Xero Certified Advisors in our team, so if you have any queries about Xero or would like to set up an account, we will be more than happy to help. If you already have an account, and want to put some of the above information into practice, simply log in here. Our Client Digital & Accounts Support and inhouse Xero expert, Bradley Allen-McKenna, is available in our Manchester office on 0161 905 1801 or via email to Bradley@lwaltd.com.

  1. Dashboard

  2. Inventory

  3. Contacts

  4. Online Quoting

  5. Creating Invoices

  6. Bank Reconciliation

  7. Mobile App

  8. Expense Claims

  9. Budget Manager