sblive Xero Guide

12. In “Find and recode” you can find and select an entire group of transactions lines and recode them. 13. “Manual journals” are only visible for users with the Adviser or Standard + role. It allows them to post journals to the general ledger. 14. See section G below for details on “Fixed Assets”. 15. “Assurance dashboard” is only visible for Advisers. It enables them to monitor user activity, view manually reconciled transactions and deleted statement lines and backdated invoices and bills. 16. The “Export accounting data” screen is also visible only by Advisers. It is used to export data and reports from individual areas in Xero to keep as external backup or to import into another product. 17. “History and notes” enables Advisers to view and filter a summary of the actions made by all users to your transactions and an audit trial of the notes recorded against them. 18. The “Financial settings” is where you set your reporting period for accounts and VAT as well as state the VAT and CIS schemes your business operates. It also contains the lock dates that prevent backpostings into a period that has been completed. If we compile your annual statutory accounts then we will use these as part of our process. 19. See section D for information on “Chart of Accounts”.

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