sblive Xero Guide

12. The tax rate is automatically populated based on the cost code which is entered. You should not need to edit this. 13. The region box will only appear if you are using the tracking categories. If so you should select the relevant tracked category for the invoice received. 14. Xero will automatically calculate the line by line cost based on the quantity and unit price that has been entered. 15. This is the total Purchase Invoice cost which will include all items and VAT. 16. If you require additional items on the purchase order you can order more lines in multiples of 1, 5, 10 or 20. 17. Xero allows you to assign expenses to a customer if these are incurred on their behalf. Select this function and Xero will ask you to match these to a customer. When you raise the customer sales invoice at a later date it will prompt you to include these. This is covered in Section 6. 18. Once you are happy that the Purchase Invoice on the screen matches the physical invoice you have received you can “Approve” the invoice. This will then move to the awaiting payment tab until this is reconciled through the bank. This is covered in more detail in Section 4.

Page 58 of 166

Made with FlippingBook - professional solution for displaying marketing and sales documents online