Entering sales Receipts and Customize Reports in Xero

 When customer directly approach to our outlet/office and want to get services/ product/ inventory. We deliver it. How to receive the  payment of this transaction. It has procedure which is given below.

Step#1

Follow the steps and  select the given option.

Step#2

when we follow the steps and selected option. After that an interface will appear at there it will ask how to receive amount via bank account or on hand. If you are going to get money by hand then you must create any account in Chart of Accounts. Otherwise you can get through bank account. 

From bank account when you chose that mean an interface will appear. Put the details and save it.

Reports Customization 

Xero give us facility to customize the reports. the benefit of report customization is you can easily and quickly get the report when you are working.

The following simple ways by which we can organize and customize the reports. 

Step#1

Go to the Accounting tab and Select the reports option.

Step#2

In all reports summary there are number of reports. select any one for example we chose balance sheet. An interface will appear. In which chose the financial year, comparison of report of how many period do you want. If your business activities are new then select none. Finally select the accounting bases. We follow the GAAP in Xero so we will select accrual. In last bottom right corner an option of save and customize. Select this and go back to reports and check in customize reports. 

Step#3

You can get easily access to your reports also here.