---
title: Our top 6 Xero tips
description: "Cloud-accounting software has an abundance of benefits that can be utilised with the right know-how! That’s why we create quick how-to videos specifically for you and your team to use. Xero is intuitive and flexible, it’s easy to get the most out of this brilliant software with our top tips! Now to the list: Adding … Our Top 6 Xero Tips Read More »"
image: https://www.outserve.co.uk/hubfs/OS_xero-4.jpeg
---

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## Solutions.

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## Ecommerce Accounting.

Complete accounting solutions focussed on profit and growth

- [Accounting](https://www.outserve.co.uk/accounting-services#accounting--section)
- [International Sales Tax](https://www.outserve.co.uk/accounting-services#internationalSalesTax--section)
- [Bookkeeping](https://www.outserve.co.uk/accounting-services#bookkeeping--section)
- [Business Insights](https://www.outserve.co.uk/accounting-services#businessInsights--section)
- [Ecommerce Healthcheck](https://services.outserve.co.uk/ecommerce-healthcheck)

## Inventory Management.

Inventory management systems play a crucial role in thriving product businesses

- [Backup Solutions](https://www.outserve.co.uk/unleashed-backup-service)
- [Inventory Management Support](https://www.outserve.co.uk/solutions#inventory-management-support)
- [Inventory Software Partners](https://www.outserve.co.uk/software-partners/unleashed)

## Ecommerce Automations.

Automating your core systems is the key to efficiency and effectiveness

- [Automations](https://www.outserve.co.uk/solutions#automations)
- [Data Reporting](https://www.outserve.co.uk/solutions#data-reporting)
- [Custom Development](https://www.outserve.co.uk/solutions#custom-development)
- [Resources & Ebooks](https://www.outserve.co.uk/resources)

## Software.

![an animation showing a mobile phone with a browser window open flowing into a laptop screen and then a desktop accounting screen](https://www.outserve.co.uk/hs-fs/hubfs/OS%20Website%20Assets/animations/MenuGif.gif?width=300&height=199&name=MenuGif.gif)

## Accounting.

Scalable software that grows with you

- [Xero](https://www.outserve.co.uk/software-partners/xero)
- [A2X](https://www.outserve.co.uk/software-partners/a2x)
- [Quickbooks](https://www.outserve.co.uk/software-partners/quickbooks)

## Inventory Management.

Product and inventory software that makes sense

- [Unleashed](https://www.outserve.co.uk/software-partners/unleashed)
- [Unleashed B2B](https://www.outserve.co.uk/software-partners/unleashedb2b)
- [Inventory Planner](https://www.outserve.co.uk/software-partners/inventoryplanner)

## Automations.

Seamless integrations and automations

- [Shopify](https://www.outserve.co.uk/software-partners/shopify)
- [Lightspeed](https://www.outserve.co.uk/software-partners/lightspeed)
- [Power BI](https://www.outserve.co.uk/software-partners/powerbi)
- [Hubspot](https://www.outserve.co.uk/software-partners/hubspot)

## Case Studies.

![Four colleagues engaged in a discussion around a white table, with smartphones placed on the table, in a modern conference room.](https://www.outserve.co.uk/hs-fs/hubfs/Photo%20session%2003.2024/outserve_staffs_group_11.jpg?width=260&height=174&name=outserve_staffs_group_11.jpg)

## Our client success stories.

Whether they use a single solution or a full end-to-end integration of multiple software packages we are proud to be a part of our client's success.

| [![A photo of our clinet Protectapet](https://www.outserve.co.uk/hs-fs/hubfs/Imported%20sitepage%20images/website%20client%20images%20and%20logos/eve-protect_a_pet-circle.png?width=75&height=75&name=eve-protect_a_pet-circle.png)Protectapet](https://www.outserve.co.uk/case-studies#protectapet) | [![photo of our client Lola designs](https://www.outserve.co.uk/hs-fs/hubfs/Imported%20sitepage%20images/website%20client%20images%20and%20logos/frank-lola_design-circle.png?width=75&height=75&name=frank-lola_design-circle.png)Lola Designs](https://www.outserve.co.uk/case-studies#lola-designs) | [![logo-origin-coffee-roasters-300x121](https://www.outserve.co.uk/hs-fs/hubfs/logo-origin-coffee-roasters-300x121.png?width=75&height=30&name=logo-origin-coffee-roasters-300x121.png)Origin Coffee](https://www.outserve.co.uk/case-studies#origin) |
| --- | --- | --- |
| [![photo of our client from Saint and Sofia](https://www.outserve.co.uk/hs-fs/hubfs/Imported%20sitepage%20images/website%20client%20images%20and%20logos/henry-saint_and_sofia-circle.png?width=75&height=75&name=henry-saint_and_sofia-circle.png)Saint and Sofia](https://www.outserve.co.uk/case-studies#saintandsofia) | [![photo of our client from Canoe Centre](https://www.outserve.co.uk/hs-fs/hubfs/Imported%20sitepage%20images/website%20client%20images%20and%20logos/shane-canoes-circle.png?width=75&height=75&name=shane-canoes-circle.png)PD Adventure Sports](https://www.outserve.co.uk/case-studies#pd-adventure-sports) | [![blue Atlas logo surrounded by photos of flowers in a white circle frame](https://www.outserve.co.uk/hs-fs/hubfs/Imported%20sitepage%20images/website%20client%20images%20and%20logos/atlas-flowers-circle.png?width=75&height=75&name=atlas-flowers-circle.png)Atlas Flowers](https://www.outserve.co.uk/case-studies#atlas-flowers) |

- View all client success stories

\<COLUMN HIDE CODE HERE\>

 1 min read

# Our top 6 Xero tips

[Admin](https://www.outserve.co.uk/blog/author/admin) :  May 19, 2020, 11:15:33 AM

[Xero](https://www.outserve.co.uk/blog/tag/xero) [Accounting](https://www.outserve.co.uk/blog/tag/accounting)

![Our top 6 Xero tips](https://www.outserve.co.uk/hubfs/OS_xero-4.jpeg)

![Watch our Support Videos for our top 6 Xero Tips](https://www.outserve.co.uk/hs-fs/hubfs/Imported_Blog_Media/undraw_active_support_6rwo-1-300x226.png?width=300&height=226&name=undraw_active_support_6rwo-1-300x226.png)

Cloud-accounting software has an abundance of benefits that can be utilised with the right know-how! That’s why we create quick how-to videos specifically for you and your team to use. Xero is intuitive and flexible, it’s easy to get the most out of this brilliant software with our top tips!

Now to the list:

- [Adding and Removing a User (Including Xero Support)](https://www.outserve.co.uk/blog/our-top-6-xero-tips#tip1)
- [Customisation of the Dashboard (Including Account Watchlist)](https://www.outserve.co.uk/blog/our-top-6-xero-tips#tip2)
- [Amending VAT Amounts for Rounding](https://www.outserve.co.uk/blog/our-top-6-xero-tips#tip3)
- [Applying an Overpayment from Within the Bank Reconciliation](https://www.outserve.co.uk/blog/our-top-6-xero-tips#tip4)
- [Contra Entry from the Bank Reconciliation](https://www.outserve.co.uk/blog/our-top-6-xero-tips#tip5)
- [Creating a VAT Only Invoice or Bill (VAT on Freight)](https://www.outserve.co.uk/blog/our-top-6-xero-tips#tip6)

## Tip 1 – Adding and Removing a User (Including Xero Support)

<iframe loading="lazy" class="youtube-player" width="640" height="360" src="https://www.youtube.com/embed/bpEGfL_46lc?version=3&amp;rel=1&amp;showsearch=0&amp;showinfo=1&amp;iv_load_policy=1&amp;fs=1&amp;hl=en-US&amp;autohide=2&amp;wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation"></iframe>

## Tip 2 – Customisation of the Dashboard (Including Account Watchlist)

<iframe loading="lazy" class="youtube-player" width="640" height="360" src="https://www.youtube.com/embed/U2wxiKu1jAk?version=3&amp;rel=1&amp;showsearch=0&amp;showinfo=1&amp;iv_load_policy=1&amp;fs=1&amp;hl=en-US&amp;autohide=2&amp;wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation"></iframe>

## Tip 3 – Amending VAT Amounts for Rounding

<iframe loading="lazy" class="youtube-player" width="640" height="360" src="https://www.youtube.com/embed/uIcH8xUHKzE?version=3&amp;rel=1&amp;showsearch=0&amp;showinfo=1&amp;iv_load_policy=1&amp;fs=1&amp;hl=en-US&amp;autohide=2&amp;wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation"></iframe>

## Tip 4 – Applying an Overpayment from Within the Bank Reconciliation

<iframe loading="lazy" class="youtube-player" width="640" height="360" src="https://www.youtube.com/embed/GnNPopk99nY?version=3&amp;rel=1&amp;showsearch=0&amp;showinfo=1&amp;iv_load_policy=1&amp;fs=1&amp;hl=en-US&amp;autohide=2&amp;wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation"></iframe>

## Tip 5 – Contra Entry from the Bank Reconciliation

<iframe loading="lazy" class="youtube-player" width="640" height="360" src="https://www.youtube.com/embed/NGO2mbACFXE?version=3&amp;rel=1&amp;showsearch=0&amp;showinfo=1&amp;iv_load_policy=1&amp;fs=1&amp;hl=en-US&amp;autohide=2&amp;wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation"></iframe>

## Tip 6 – Creating a VAT Only Invoice or Bill (VAT on Freight)

<iframe loading="lazy" class="youtube-player" width="640" height="360" src="https://www.youtube.com/embed/0JskNB95hO4?version=3&amp;rel=1&amp;showsearch=0&amp;showinfo=1&amp;iv_load_policy=1&amp;fs=1&amp;hl=en-US&amp;autohide=2&amp;wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation"></iframe>

## If you would like to receive more Xero and Unleashed tips please complete your details below:

[![Xero making beautiful business](https://www.outserve.co.uk/hubfs/OS_xero-2.jpeg)](https://www.outserve.co.uk/blog/xero-beautiful-business)

#### [Xero making beautiful business](https://www.outserve.co.uk/blog/xero-beautiful-business)

[Admin](https://www.outserve.co.uk/blog/author/admin) : Jul 24, 2018, 2:26:17 PM

Xero: Beautiful Business This month Xero has updated its “Beautiful accounting software” tagline to “Beautiful business” in a global brand update, so...

[Xero](https://www.outserve.co.uk/blog/tag/xero) [Accounting](https://www.outserve.co.uk/blog/tag/accounting)

[Read More](https://www.outserve.co.uk/blog/xero-beautiful-business)

[![Xero 2019, beautiful business today and tomorrow](https://www.outserve.co.uk/hubfs/Imported_Blog_Media/Welcome-Reception.jpg)](https://www.outserve.co.uk/blog/xero-2019-beautiful-business-today-and-tomorrow)

#### [Xero 2019, beautiful business today and tomorrow](https://www.outserve.co.uk/blog/xero-2019-beautiful-business-today-and-tomorrow)

[Admin](https://www.outserve.co.uk/blog/author/admin) : Jan 15, 2020, 1:48:25 PM

A vital tool for the future-proofing of businesses, Xero is an incredible cloud-based accounting software designed with users in mind. Although we...

[Xero](https://www.outserve.co.uk/blog/tag/xero) [Accounting](https://www.outserve.co.uk/blog/tag/accounting) [Events](https://www.outserve.co.uk/blog/tag/events)

[Read More](https://www.outserve.co.uk/blog/xero-2019-beautiful-business-today-and-tomorrow)

[![3 Xero product updates to boost efficiency](https://www.outserve.co.uk/hubfs/OS_xero-Feb-21-2022-11-41-57-02-AM.jpeg)](https://www.outserve.co.uk/blog/3-xero-product-updates-to-boost-efficiency)

#### [3 Xero product updates to boost efficiency](https://www.outserve.co.uk/blog/3-xero-product-updates-to-boost-efficiency)

[Admin](https://www.outserve.co.uk/blog/author/admin) : Jul 29, 2020, 3:30:00 PM

It’s never been more important to be up-to-date with your software. True to form, Xero has released more wonderful updates geared towards helping...

[Xero](https://www.outserve.co.uk/blog/tag/xero) [Accounting](https://www.outserve.co.uk/blog/tag/accounting)

[Read More](https://www.outserve.co.uk/blog/3-xero-product-updates-to-boost-efficiency)

##### ![Outserve logo white on blue ](https://www.outserve.co.uk/hubfs/Client%20Logos/outserve-logos-idplDVDg3Q.svg)

![Outserve logo white on blue ](https://www.outserve.co.uk/hubfs/Client%20Logos/outserve-logos-idplDVDg3Q.svg)

[mailto:info@outserve.co.uk](mailto:info@outserve.co.uk) [tel:+441785244080](tel:+441785244080)

##### Accounting Services

Accounting Services

- [Accounting](https://www.outserve.co.uk/accounting-services)
- [International Sales Tax](https://www.outserve.co.uk/accounting-services)
- [Bookkeeping](https://www.outserve.co.uk/accounting-services)
- [Business Insights](https://www.outserve.co.uk/accounting-services)

##### Solutions

Solutions

- [Ecommerce Healthcheck](https://services.outserve.co.uk/ecommerce-healthcheck)
- [Ecommerce Websites](https://www.outserve.co.uk/software-partners/shopify)
- [Inventory Management Support](https://www.outserve.co.uk/solutions#inventory-management-support)
- [Inventory Management Partners](https://www.outserve.co.uk/software-partners/unleashed)
- [Scopings](https://www.outserve.co.uk/solutions)
- [Data Migration & Backups](https://www.outserve.co.uk/solutions)

##### Company

Company

- [About](https://www.outserve.co.uk/about)
- [Blog](https://www.outserve.co.uk/blog)
- [Careers](https://www.outserve.co.uk/careers)
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- [Privacy Policy](https://www.outserve.co.uk/privacy-policy)

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