Getting Started with Xero

 Polaris Tax & Accounting uses Xero as our cloud accounting platform which allows you and our team to collaborate, manage, and update in real-time your business accounting records. This allows all of us to view the same financial information you see and be more proactive in everything we do.

Below are a few key videos we want to share with you, these videos will allow you go gain a better understanding about our system and provide you with the basic information you need to get started. You will notice that Xero is very intuitive however, if you have any questions regarding key tasks like Creating or Editing Invoices, Creating Bills, Quotes, or generating reports please do not hesitate to contact us and we will be happy to schedule some time to walk you through this powerful system.

The Xero Dashboard

The Xero Dashboard displays all of your most important financial information – so you don't need to trawl through all of your data to get a clear view of your business. Stay on top of cash flow and see all your bank balances, invoices, bills and expense claims at a glance.

Welcome to the Xero Dashboard

Welcome to the Xero Dashboard

Sales and online invoicing in Xero

Xero accounting software helps make your sales and invoicing process easy to manage. Even invoicing your clients and getting paid is a fast and seamless process.

Create Sales Invoices

Create Sales Invoices

Edit Invoices & Bills

This video tutorial shows you how to edit or delete invoices and bills in Xero accounting software. The example used is an invoice – but a bill works in the same way.

Editing Invoices and Bills

Editing Invoices and Bills

 

 Sending Quotes in Xero

With Xero you can send your customer an online quote, which they accept with the click of a button.

Sending Quotes

Sending Quotes

Managing Bills in Xero

Managing your bills and purchases in Xero accounting software helps you stay organized, stay on top of cash flow and pay your suppliers on time.

Managing Purchases

Managing Purchases

Capturing expenses on the go with Mobile App Xero Touch

With Xero Touch you can record your expenses where they happen, when they happen so you get reimbursed faster and the financials stay up to date and accurate.

Capture Expenses on the Go

Capture Expenses on the Go

Capturing expenses on the go with Mobile App Xero Touch

Take a full guided tour of the Xero Touch mobile app to be productive while away from your office.

Xero Touch for iPhone and iPad

Xero Touch for iPhone and iPad

 

 

Getting Started with Gusto Payroll

Polaris Tax & Accounting uses Gusto) to manage your business payroll needs. Below are a few key videos we want to share with you, these videos will allow you to gain a better understanding about our payroll system and provide you with the basic information you need to get started.

Gusto Overview:

Run payroll with ease and confidence using Gusto's simple and user friendly interface.

Run Payroll with Gusto

Run Payroll with Gusto

Run Payroll with Gusto:

Polaris Tax & Accounting loves Gusto for its easy setup, automated tax filings and thoughtful support. Discover how to run payroll today.

Run Accurate Payroll in 60 Seconds

Run Accurate Payroll in 60 Seconds


Gusto Benefits:

Switch your benefits to Gusto to make employee enrollment a breeze, see how easy it is to transfer your existing benefits right within your Gusto account.

Benefits with Gusto

Benefits with Gusto