List of Modules
- Purchase orders
- Accept online payments
- Claim expenses
- Bank reconciliation
- Bank connections
- GST Returns
- Contact management
- Capture data
- Accounting dashboard
- Fixed assets management - basic
- Analytics - basic
- Inventory - basic
- Project management - basic
List of Modules - Extended
Online invoicing with Xero
Work smarter with intuitive invoicing software. Send online invoices from the desktop or app as soon as the job is done.
Customise your online invoices
Add your logo and make them your own.
Accept payments instantly
Make it easy for customers to pay you.
Set automatic reminders
Take the work out of chasing payments.
Invoice direct from the app
Send online invoices on the go.
Reconcile bank transactions quickly
Keep your financials up to date. Categorise and reconcile bank account transactions each day using suggested matches.
Reconcile each day
Stay current with daily bank reconciliation.
Use suggested matches
Check and accept automated account reconciliations.
Bulk reconcile transactions
Code transactions in bulk – except on Starter plans.
Pay your bills on time, every time
Track and pay bills on time. And get a clear overview of accounts payable and cash flow.
Keep on top of bills
See what bills are due and pay them on time.
Make batch payments and schedule them in advance.
Store bills in one place
Access all your bills online from anywhere.
Use Xero expense manager on the go
Capture costs to submit and reimburse expense claims, plus view spending – all with expense manager tools.
Take a photo of receipts
Make expense claims fast and paperless.
Reimburse expenses promptly
Approve expense claims without delay.
Monitor employee spending
View analytics to manage expenses.
Do expenses on the go
Claim expenses right away using the mobile apps.
Connect your bank to Xero
Connect your bank to Xero and set up bank feeds. Transactions flow securely straight into Xero each business day.
Automatic bank feeds
Bank transactions flow securely into Xero.
Stay on top of business
Keep track of money coming in and going out.
Keep your data secure
Get a secure and reliable bank connection.
Accept online payments easily
Accept payments online and get paid up to twice as fast by connecting to Stripe, GoCardless and others.
Use online invoice payments
Take payments using Stripe, GoCardless and more.
Get paid from the invoice
Add a ‘Pay now’ button to your online invoices.
Better online protection
Safely accept credit card payments and direct debits.
Track projects and jobs with Xero
Quote, invoice and get paid for jobs. Plus keep track of costs and profitability with project and job tracker software.
Estimate and quote on jobs
Quickly prepare quotes based on your estimates.
Track time and costs
Use the app timer or location-based tracking.
Send customised invoices
Turn quotes into invoices for online payment.
Monitor profit margins on a dashboard.
Lodge your BAS online
Xero calculates GST and speeds up preparing business activity statements. Submit your BAS to the ATO from Xero.
Lodge your BAS online
GST is recorded and included in BAS automatically.
Manage GST transactions
View GST transaction details and make adjustments.
Connect to the ATO
Lodge BAS easily and securely direct to the ATO.
Powerful payroll software in Xero
Pay staff and report payroll details to the ATO with online payroll software. Automate tax, pay and super calculations.
Single Touch Payroll sorted
Simplify compliance and reporting.
Automated online payroll
Xero calculates tax, super, and leave.
View payslips and request leave online.
Manage Xero contacts effortlessly
Use Xero for contact management. See details of a customer’s or supplier’s sales, invoices and payments in one place.
See transaction history
Get a complete picture of a contact’s history.
Create lists and groups
Generate lists and groups from saved searches.
Connect your email
See all your email correspondence in Xero.
Data capture done automatically
Get copies of documents and key data into Xero automatically. Data capture without manual entry using Hubdoc.
Capture bills and receipts
Take photos, use email, scan or upload documents.
Capture data automatically
Add key information to Xero without data entry.
Match bank transactions
Seamlessly reconcile data with bank feeds.
Store documents online
Search and access bills and receipts from anywhere.
Sort files with online file storage
Use Xero for online file storage. Manage and share documents, contracts, bills and receipts safely from anywhere.
Store files in Xero
Email or upload any kind of file to the library.
See docs alongside data
View the original document when entering data.
Share files in real time
Give access to your accountant or bookkeeper.
Up-to-date accounting reports
Track your finances with accurate accounting reports. And collaborate with your advisor online in real time.
Get reports any time
See up-to-date reports when you need them.
Customise your reports
Decide how to present the data in each report.
Compare and calculate
Apply formulas to compare budget versus actuals.
Understand your business
Easily run reports to support decision-making.
Simple inventory management software
Keep track of what’s in stock with inventory software. Populate invoices and orders with items you buy and sell.
Track items in stock
Xero keeps count of items and their value.
See what's selling
View reports on how well items are selling.
Add items to invoices
Use preset details in invoices and orders.
Do business in multiple currencies
Pay and get paid in over 160 currencies with multi-currency accounting. Use instant currency conversions.
Xero converts international transactions for you.
View rate change updates
See how currency markets affect cash flow or profit.
Report in any currency
View reports in local or foreign currencies.
Easy-to-use purchase order software
Create and send purchase orders online with purchase order software. Keep track of orders and deliveries at every step.
Customise purchase orders
Tailor the layout and use your own order numbers.
Create online orders
Use templates, add items, then email orders as PDFs.
Convert orders into bills
Turn purchase orders into bills ready to be paid.
Create online quotes in minutes
Create professional online quotes using Xero software or the app. Send quotes instantly from your phone or desktop.
Create online quotes
Create quotes from a template or by copying one.
Click to accept a quote
Send online quotes for acceptance on the spot.
Convert into invoices
Create and edit an invoice directly from a quote.
Look ahead with Xero Analytics
See future cash flow, check financial health and track metrics. Upgrade from Xero Analytics to Analytics Plus for more.
Track cash flow
Quickly get an idea of your short-term cash flow.
Everything in one place
Get an overview of your business in one place.
Check financial health
See how you’re tracking through a dashboard.
Upgrade to Analytics Plus
Get more with customisation and predictions.
Xero dashboard: know your numbers
Keep an eye on your finances day by day using the accounting dashboard. Track bank balances, invoices, bills and more.
Stay on top of your cash flow
Gain insight into your sales and spending.
See bank and card info in one place
View your account balances and reconciliations.
Follow up on outstanding invoices
Easily follow up what’s owed to you.
Track areas of your business
Customise the dashboard to monitor certain things.
Manage fixed assets easily
Xero makes it easy to track fixed assets and work with your accountant to manage them, keeping your books up to date.
Record and update your assets
Keep track of your assets online, in one place.
Manage depreciation and disposals
Work with your advisor to manage your assets.
Get a full picture of your finances
Run reports to show fixed assets and their value.