SERVICES

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.

Invoicing customers

 

Learn about easy-to-use Xero online invoicing to create and send beautiful invoices, and to give your customers the ability to pay you online - which can help you get paid faster.

 

 Video walk-through : Support article

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.

 

Video walk-through : Support article

Creating quotes


Find out how to create and send a professional looking quote to your customers using Xero. You can easily track the status of your quotes and convert them to invoices in just a few clicks.

 

Video walk-through : Support article 

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.

Video walk-through | Support article

 Connecting bank accounts

 

Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feeding automatically. Here’s how to set things up.

 

Video walk-through : Support article

Paying suppliers


Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. See how to pay bills individually or in batches, and set up repeating bill payments.

Video walk-through : Support article

Expenses


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.

 

Support article

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.

 

Supporting Article

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