At CKJ Consulting we work with Xero - online accounting software that lets you input, access and keeps an eye on your financial information wherever you are. Xero is very easy to use whether you’re just starting on accounting software or you’re switching from a different product. We’ll help you get set up and put a process in place to make your bookkeeping a breeze.
Understanding the dashboard
Get to know the Xero Dashboard that displays all of your most important financial information, including money coming in and going out, invoices owed to you and bills you need to pay. Find out how to use the dashboard, customise it, and find shortcuts for daily tasks.
Reconciling bank accounts
Once Xero is connected to your bank, reconciling is no longer a chore. See how to add a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts.
Xero Expenses helps you reduce the hidden costs of processing expense claims by giving you simplified workflows, powerful control, and integrated accounting - all inside Xero.
Creating purchase orders
You can manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.