Xero set-up, plans and training

What we do in Xero

• Set up a new Xero organisation with your users, contacts and invoice templates.
• Connect your bank and card feeds, so transactions come into Xero on your bank's feed schedule.
• Reconcile your accounts each week or month, so Xero matches your statements.
• Clean up a file that has fallen behind: duplicates, old unreconciled lines and suspense balances.
• Show you and your team how to raise invoices, enter bills and read the reports.