Get more out of Xero
Already using Xero but feel you could be getting more from it? Even as an established Xero user, you may not be making the most of everything it has to offer. That’s where I can help.
I’m Angela Martin, and I can show you how to unlock more of Xero’s features. From automation and reporting to integrations and time-saving features, I’m here to help you use Xero more efficiently and effectively.
Already using Xero. But want to get the most out of it?
Unlock more Xero features
Xero is a powerful accounting platform – but with so many features and tools available, it can be difficult to know what’s available to you, and how to make the most of it. As an experienced Xero Gold Partner and Financial Controller, I provide clear, practical Xero training and Xero bookkeeping support to help you adapt, innovate, and get the most from Xero with confidence.
My Xero training is available on a flexible basis:
- Upgrading processes and procedures
- Introducing advanced features and automation to reduce manual workloads
- Ensuring workflows remain smooth and error-free
Learn Xero by doing – hands-on training
My approach is simple: learn by doing. We work directly within your Xero environment with your own transactions and address the questions you have. That way, everything you learn is personal, practical and immediately relevant to your business.
The following are some of the most common areas I’m asked to provide support with.
Creating customised Xero roles
I can help you create customised roles in Xero, giving specific access rights and privileges. Your team members will have the access they need while permissions will protect sensitive company information.
Xero bank rules
I can help you set up bank rules in Xero to automatically categorise repetitive transactions. For example, you can set up a bank rule to automatically categorise all transactions from a specific supplier as ‘office supplies’.
Find and recode across Xero
I can help you with Xero’s find and recode feature to update accounts, tracking and tax rates across multiple transactions at once. This can save significant time when correcting large amounts of data.
Xero cash coding
I can help you use Xero’s cash coding feature to quickly code multiple spend and receive-money transactions, apply bank rules in bulk, sort transactions and add tracking. This saves time and makes transaction processing more efficient.
Customise your Xero dashboard
I can help you customise your Xero dashboard to show the information that matters most to you, in the order you need it.
Recurring sales invoices in Xero
I can help you set up recurring invoice templates for customers who are billed regularly. This automates the invoicing process, saving time and reducing the need for manual input.
Create invoice branding in Xero
I can help you create additional branding themes for your business, tailoring invoices for specific purposes such as, recurring invoices, one-off projects, different payment terms, and so on.
Automatic email chasers in Xero
I can help you set up personalised invoice reminders in Xero that automatically send emails to your overdue customers, helping encourage timely payments while saving you time.
Xero payroll
I can help you manage Xero payroll processes efficiently, including setting up employees, processing pay runs and keeping payroll records up to date. This helps save time, reduce manual work and ensure your employer requirements – including pension compliance, NEST, P60s, P45s, and P11Ds – are managed accurately.
Xero expense claims
I can help you setup and manage expense claims in Xero, from recording and submitting expenses to reviewing and approving claims, to streamline the process and keep everything within one environment.
Integrate Xero with other business tools
I can help you connect Xero with payment gateways and CRM systems, helping information flow seamlessly between your systems, to reduce manual data entry and improve efficiency.
Create custom Xero reports
I can help you create custom reports in Xero, helping you focus on the KPIs and metrics that matter most to your business, to give clearer insights into performance and improve decision-making.
Email PDFs into Xero
I can help you email supplier bill PDFs directly to Xero, where they can be created as draft bills with key details such as invoice number, date, supplier and amounts automatically captured. The PDF is also attached to the transaction for easy reference.
Use of Hubdoc with Xero
I can help you use Hubdoc to extract information from supplier bills and send it directly into Xero. This gives you greater control over how information is captured in Xero, while storing documents for future reference.
Use the Xero network key
I can help you with the Xero network key that will securely connect authorised third-party applications with Xero. This enables seamless data exchange, such as automatically sharing invoices between linked systems.
Lock dates in Xero
I can help you use Xero’s Lock Dates feature to prevent changes being made to transactions from completed reporting periods, protecting financial records and reducing the risk of errors.
Publish reports in Xero
I can help you publish and save reports and financial statements directly in Xero, creating a fixed snapshot of your accounts at a specific point in time. This makes it easier to retain accurate records as your accounting information changes.
Sync Xero with Google Sheets
I can help you sync Xero with your Google Sheets, allowing you to export reports and budgets, then easily share them with your team for collaboration and review.
Xero foreign currency and international payments
I can help you manage foreign currency accounts and process international payments in Xero, helping you keep track of transactions in different currencies and maintain accurate financial records.
Choose how the Xero training is delivered
Xero Training can be delivered in the way that works best for you. Including screen-sharing sessions via Teams or Zoom, on-site classroom-style training in the Basingstoke area, and the classic ‘phone and ask’.
And because learning doesn’t stop when a session ends, friendly training is always available when you need advice, a quick refresher, or assistance whenever the need next arises.
Ready to get more from Xero?
If you’d like flexible Xero training and Xero bookkeeping support that’s tailored to your needs, delivered by a real person who wants you to succeed – then get in touch with me.
Tailored in-depth training. Delivered at your pace. Your Xero.
I’d love to hear from you
Email accounts@angelamartin.co.uk or fill in our form.
Phone 07917 861146. Please leave a message if I’m unable to answer, as I may be training or working with a client. I’ll get back to you as soon as I can.
Office Hours
Monday to Friday 9am to 5pm (often longer).
By submitting your details, you are agreeing to our privacy policy.
Flexible Xero Training
There’s no ‘off-the-shelf’ Xero training here. I provide practical, tailored training specifically around your processes and your level of experience. My sessions are hands-on and one-to-one, delivered at a pace that suits you. I’m here to help you get the most out of Xero.
Flexible Xero Training
Get more out of Xero
Xero Bookkeeping Support
I’m a certified Xero advisor who knows the system inside out, but I’m also a real person who speaks your language. Think of me as an interpreter between the world of accounts and the day-to-day reality of running your business.
Getting started with Xero
You’ve chosen Xero for Making Tax Digital
Migrate from Sage to Xero
Migrate from QuickBooks to Xero
100% jargon free
I believe there’s no such thing as a silly question. My aim is to make Xero easier to understand, without the jargon or complexity. So, ask me anything! I’ll provide clear, practical guidance and help you feel more confident using Xero.
Helping you succeed with Xero
My enthusiasm for helping clients succeed remains at the heart of everything I do. Let’s get you using Xero with confidence, making the most of its features and getting better results from the way you work.
Angela Martin Certified Xero Gold Partner
I provide expert Xero training and Xero bookkeeping support to businesses, sole traders, limited companies and landlords. I also work in partnership with accountancy practices, supporting them and their Xero clients.
Angela Martin Xero – supporting businesses from Basingstoke, Hampshire
Located in Basingstoke, Hampshire – I support Xero users across Hampshire, Berkshire, Surrey, Oxfordshire and beyond, including Reading, Newbury, Andover, Winchester, Aldershot, Alton, Ascot, Bracknell, Camberley, Didcot, Eastleigh, Farnborough, Farnham, Fleet, Frimley, Godalming, Guildford, Hedge End, Hook, Maidenhead, Oxford, Petersfield, Portsmouth, Romsey, Slough, Southampton, Tadley, Thatcham, Woking and Wokingham.
Friendly Xero support wherever you are
As Xero is cloud-based, I can provide tailored one-to-one training, support, migrations and practical Xero advice wherever your business is located.
