3.4-1 Xero – Overview & General Usage Guides

Course 3 Systems Management Module 3.4 – Xero & Ezidebit 3.4-1 Xero – Overview & General Usage Guides

Xero Accounting Software

We use Xero as the accounting software for entering sales invoices relating to the Leaders program you are facilitating (including Executive Members, Industry Experts, Industry Partners, Alumni Members, Future Leaders, Founders, Government Programs and other initiatives linked to the licence).

We use this software to centralise income relating to your Leaders program, help you manage overdue accounts, and accurately determine licence fees, etc.

Please note that you will require your own accounting software to manage your own business, including expenses and wages, etc. Xero may be an option for you, and other packages such as MYOB are also available

General Information Relating to Xero

You have access to the International Leaders Xero account. You should only access details about your own Series.
Invoices are only setup once the agreement has been signed.
Should you need to delete a current invoice, use the void option if it was created within the same month.
Anything outside of the current month a credit note must be applied
Ensure that the selected chart of account code is accurate; otherwise, it will not be included in your end-of-month revenue transactions. We do not review these.
Invoices are issued with a maximum payment term of 30 days.

Please Do Not

Apply payments to invoices, this is managed by International Leaders.
Change any invoice templates without prior approval.

Login

Go to https://login.xero.com (we recommend saving this to your internet bookmarks / favourites);
International Leaders will set you up as a user and you will receive an email inviting you to the IL’s Xero account.
To access Xero you will be required to complete a 2 step authentication process.