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Xero Setup Health Check

21 Feb    Posts

Are you not sure if your Xero Setup has been completed correctly?

We offer a full Xero Setup Check or Xero Health Check as we like to call it. It is no good inputting information into Xero if it has not been setup up properly in the first place. For a one off set fee,  we can check the following for you:

  • Organisation Settings
  • Financial Settings
  • Chart of Accounts
  • User Access
  • Invoice Settings
  • Email Settings
  • Payroll Settings
  • Employee Setup
  • Bank Rules if applicable
  • Payment Services
  • Conversion Balances

We can also advise on the best reports to run to make sure the data that you have entered has been coded correctly for GST and categories or ledger accounts. It is easy to make a mistake so it is best to check before you prepare your BAS if you are doing it yourself.

The Xero Health Check takes approximately two hours and can either be conducted in our office in Belrose or you can invite us into your Xero datafile and we can check it over remotely from anywhere in Australia.