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Xero For Dummies, 2nd Edition by Heather Smith, Rod Drury

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Chapter 10

Mastering Your Weekly and Monthly Tasks

In This Chapter

arrow Checking your accounts have been finalised for the relevant period

arrow Making sure your bank reconciliations are up to date

arrow Working through reconciliations for your clearing accounts and consumer tax control account

arrow Going over business details such as your invoices and Aged Receivables report

arrow Using Xero to collate information required by your Tax Office

arrow Creating and reviewing your budget within Xero

arrow Understanding the period lock date function

A recent client of mine has an interesting lifestyle business model — he imports a container of shoes and travels the country selling them at markets. One day, he arrived at my door with shoeboxes (oh, the irony!) filled with several years’ worth of paperwork and receipts relating to ...

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