Series

Xero Groups

For groups whose companies keep their books in Xero: connect them, close the month, report by tracking category, and follow receivables and payables.

4 tracks · 11 tutorials · 4 published

2

Close the month with Xero

A month closed in Xero and consolidated in BrizoConsol, with intercompany cleared document by document.

For accountants who close the month · 3 tutorials

  1. Set the lock date in Xero, then reload
  2. Eliminate intercompany invoices and bills Coming soon
  3. Follow a figure to the Xero posting Pro Coming soon
3

Report by Xero tracking category

Profit by department, store or region, for each company and for the group.

For finance managers and reviewers · 3 tutorials

  1. Bring in tracking categories Pro Coming soon
  2. Build department and store dashboards Pro Coming soon
  3. Combine tracking across companies in different currencies Pro Coming soon
4

Receivables and payables from Xero

Who owes the group money, who the group owes, and how each document was settled.

For credit control and finance teams · 2 tutorials

  1. See who owes what Coming soon
  2. Work with credit notes, overpayments and settlements Pro Coming soon