Xero checklist for setting up a new organisation

Setting up a new Organisation on Xero Checklist

Company Details

Legal name

Address

Street Address Address Line 2 City Post Code Country

Registration Number

VAT information

VAT number

Monthly, Quarterly or Yearly

Month last Return Submitted

Cash or Accrual

Financial Year End

Financial Year End

Invoicing

Logo (please supply .jpg)

Accepted file types: jpg, Max. file size: 20 MB.

Address

Street Address Address Line 2 City Post Code Country

Bank Details

Next Invoice Number

Payment Terms/Other Info to Appear

Invite Users

User details

Name

Email

Conversion Details - as of day before conversion date

Conversion Date

Please attach the following reports:

Chart of Accounts

Accepted file types: jpg, png, pdf, Max. file size: 20 MB.

Trial Balance

Accepted file types: jpg, png, pdf, Max. file size: 20 MB.

Unpaid Sales Invoices & Credit Notes

Accepted file types: jpg, png, pdf, Max. file size: 20 MB.

Unpaid Purchase Invoices & Credit Notes

Accepted file types: jpg, png, pdf, Max. file size: 20 MB.

Bank Account & Credit Card Details

Accepted file types: jpg, png, pdf, Max. file size: 20 MB.

Uncleared Fund Details (Bank Reconciliation)

Accepted file types: jpg, png, pdf, Max. file size: 20 MB.

P & L and Balance Sheet

Accepted file types: jpg, png, pdf, Max. file size: 20 MB.

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