Xero Setup - Introduction

Before connecting to Xero make sure you know how the to use Xero correctly.

Before connecting Enrolmy to Xero it's important to complete the following two things:


1. Know your Xero like the back of your hand

Engage with your accountant to ensure your Xero account is set up correctly.  Make sure you have a clear understanding of the following things

  • Your Chart Accounts
  • Which Chart of Account codes your income is going to.
  • The roles of the following
  • Invoices
  • Credit Notes
  • Overpayments
  • How to reconcile Payments against Invoices in Xero.
  • How to apply Credit Notes against Invoices in Xero
  • How to create Overpayments from the reconciliation page in Xero
  • How to apply Overpayments against Invoices in Xero

If you need more support with administrating Xero please check the Xero Help Centre found at https://help.xero.com/nz/

Once you have a clear understanding of your Xero account you can then begin connecting Xero with Enrolmy.


Important Note

The lack of a clear understanding around your accounting processes can create a world of financial admin problems.

Please ensure the following if you are going to be using it.

  • You are proficient in Xero.
  • You know how your business financial processes work.

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