Xero Cloud Accounting
Discover the features you need in Xero Cloud Accounting to run your business.
Pay bills
Xero Cloud Accounting tracks and pays 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.
- Schedule payments
- Make batch payments and schedule them in advance.
- Store bills in one place
- Access all your bills online from anywhere.
Claim expenses
Simplify employee expense claims. Capture costs, submit, approve and reimburse claims, and view spending.
- Take a photo of receipts
- Make claims fast and paperless.
- Reimburse expenses promptly
- Approve claims without delay.
- Monitor employee spending
- Access analytics to make informed decisions.
- Do expenses on the go
- Claim expenses straight away.
Bank connections
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 payments
Accept payments online and get paid up to twice as fast by connecting to Stripe and other payment solutions.
- Use online invoice payments
- Take payments using Stripe and other services.
- Get paid from the invoice
- Add a ‘Pay now’ button to your online invoices.
- Better online protection
- Safely accept global card and Apple Pay payments.
Track projects
Quote, invoice and get paid for jobs, plus keep track of time, costs and project profitability within Xero Cloud Accounting.
- 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.
- View profitability
- Monitor profit margins on a dashboard.
Bank reconciliation
Keep your financials in Xero Cloud Accounting up to date. Categorise your bank transactions each day using our suggested matches.
- Reconcile each day
- Review and match transactions on a daily basis.
- Use suggested matches
- Automatically match and categorise transactions.
- Bulk reconcile transactions
- Group bank transactions to reconcile all at once.
Contacts and smartlists
Look up a customer or supplier to see a full history of sales, emails, invoices and payments as well as contact details.
- 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.
Capture data
Get copies of original documents and key data into Xero automatically without manual data entry using Hubdoc.
- Capture bills and receipts
- Take photos, use email, scan or upload documents.
- Extract 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.
Files
Use Xero Cloud Accounting as your online filing system. 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.
Reporting
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 what goes into each of your reports.
- Compare and calculate
- Use formulas to compare actual and budgeted amounts.
- Keep track of business
- See how your business is performing.
Inventory
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.
Send invoices
Work smarter with intuitive invoicing software. Send invoices from your phone or desktop, 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.
- Send invoices from your phone
- Stay on top of business with the Xero app.
Multi-currency accounting
Pay and get paid in over 160 currencies, with up-to-date exchange rates and instant currency conversions.
- Instant 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.
Purchase orders
Create and send purchase orders online with purchase order software. Keep track of orders and deliveries at every step.
- Customize 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.
Quotes
Create online or PDF quotes that make a great impression. Send them instantly from your phone or from the office.
- 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.
Sales tax
Automatically calculate SST on transactions, and use reports to prepare SST returns.
- Customise SST rates
- Set up as many SST rates as you need.
- Automated calculations
- The SST on transactions is recorded for you.
- Prepare SST returns
- Use the sales tax report to complete a return.