Comments on: The Setup Guide (Complete) (12:06)

By: Billy

Billy — Thu, 19 Jan 2012 13:38:34 +0000

do you have full video on how to make transaction in XERO from start like(invoice processing to payment to journal entry until the last transaction month end and year end.

By: Rod

Rod — Mon, 04 Jul 2011 07:21:24 +0000

How do you produce purchase orders which are issued to suppliers?

By: Catherine

Catherine — Tue, 12 Apr 2011 10:35:42 +0000

@Bede, A lock is applied automatically but you can change it or if you have the Financial Advisor role you can make edits prior to the date – this should explain it http://help.xero.com/#Q_UpdateConversionBalance

By: Bede

Bede — Tue, 12 Apr 2011 09:50:05 +0000

I have a problem.
I started using Xero on 01 April 2011, but didn’t enter my opening balance.
i have tried to do it, but the program tells me I am locked out and can’t enter dates prior to 01 April, which means I can’t enter an opening balance.
What do i do?

By: Catherine

Catherine — Fri, 10 Sep 2010 05:14:22 +0000

You can do this from the Settings menu when you’re logged into Xero – choose General Settings > Invoice Branding
This page in our Help Centre has full details:
Invoice Branding: Customise automatic number sequence for your invoices and credit notes
Regards, Catherine

By: Claire Hancock

Claire Hancock — Fri, 10 Sep 2010 05:02:50 +0000

How can I go back and change what number my invoicing starts at. This wasnt done at initial registration

By: Brian Hunt

Brian Hunt — Wed, 02 Jun 2010 00:26:04 +0000

very easy to follow but require forethought by customer before starting.