Getting the most from Xero

If you are new to business or just wanting to get more out of Xero, there are loads of great resources available online to help you learn and get more out of your Xero subscription.

We have pulled together our list for what we think are some of the essential guides to getting the most from Xero.



To learn how to create and send invoices personalised with your own branding, click here.

Credit notes

Create, approve and allocate credit notes to invoices, click here.


To learn how to reconcile your bank transactions, click here.

Document management

Learn about Xero’s document management including capturing receipts, click here.


Learn about tracking business performance with Xero’s reporting features, click here.

Getting paid faster

Learn how to get paid faster with Xero’s automated payment reminders and payment options, click here.


Need more help getting the most from Xero?

If you are looking for answers that aren’t in this list, check out Xero’s online help resources here, or feel free to contact your Kiwitax accountant, they will be glad to help.

If you need more help, we offer a paid for one-on-one Xero training service for clients, get in contact for details.


About Kiwitax – Award winning business improvement, tax and accounting service

Here’s the thing. As a businessrental property owner or start-up, you get a kick out of having your own gig. But chances are dealing with your tax and accounting leaves you cold. Good news! We love it, so hand it over to Kiwitax and we’ll look after it all for you.

Whether you deal with us online, by phone or drop into our Napier office, you’ll find a friendly, professional hardworking team ready to work with you, however you keep track of your financial information and from wherever you do business. And all for a fixed price. It takes just two minutes to get a quote.

Plus if you’re at a loss to know how to improve aspects of your business – from growth planning to cashflow management, even tax debt and so much more – we’re all over that too. Our Business Improvement advisors can help you make a plan and put it into action.

Kiwitax are a preferred training provider for Business Improvement services through the Regional Business Partner Network Capability Voucher Scheme. This is a government funded scheme designed to boost business capability by providing funding of up to 50% of approved training programs with specified training providers up to a maximum value of $5000.

If you liked this article and want to make improvements in your business, with quarterly coaching sessions specifically tailored to support you to identify and achieve your business goals, lets chat!