Xero Basic Setup - $249

Xero Basic Setup includes configuration of all settings as outlined below:

  • Configuration of organizational settings
    • Display name and legal name
    • Line of business and legal structure
    • Business registration number and Tax ID
      Business main and postal address
      Telephone, email and web address
  • Develop chart of accounts
  • Setup bank feeds
  • Set conversion balances
  • Configure appropriate tax rates and tax settings
  • Configure invoice settings
    • Configure payment services
  • Add users and configure appropriate user permissions

Xero Complete Setup - $429

Xero Complete Setup includes configuration of all settings as outlined below:

  • Configuration of organizational settings
    • Display name and legal name
    • Line of business and legal structure
    • Business registration number and Tax ID
    • Business main and postal address
    • Telephone, email and web address
  • Develop chart of accounts
  • Setup bank feeds and bank rules
  • Establish tracking categories
  • Set conversion balances
  • Configure appropriate tax rates and tax settings
  • Configure invoice settings
    • Configure payment services
    • Setup default invoices and invoice reminder notices
  • Configure financial settings
  • Configure payroll settings
  • Check styles
  • Configure fixed assets management feature
  • Configure Email settings
  • Add users and configure appropriate user permissions
  • Connect custom contact links
  • Link Xero-to-Xero feature
  • Connect Xero add-ons