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Xero 4 Doctors

Xero is an online cloud accounting package used by many businesses throughout the UK. It's excellent features lend itself to efficient book-keeping for GP Practices through use of Bank Rules and Bank Feeds. Here at Sandison Easson we specialise in setting up and providing either group or one to one training either in person or remotely on how best to use Xero for your practice(s). If you would like more information about this please e-mail us.


Our excellent team of Certified Xero Trainers have put together the following short training videos explaining some of the key features of Xero and their uses for Practice Managers. 


Video 1 - Introduction & Xero Dashboard


 Video 2 - Creating Transactions from the Bank Account


 Video 3 - Creating Bank Rules


 Video 4 - Manually Posting Purchase Invoices



 Video 5 - Posting Purchase Invoices from Scanned Documents



 Video 6 - Creating Sales Invoices



 Video 7 - Creating Codes and Users



 Video 8 - Posting Open Exeter Statements



 Video 9 - Xero Reports



 Video 10 - Common Mistakes to Avoid


 Xero - Cashflow Forecasting


Cashflow is important for any business and for a GP Practice it can be vital when looking at Drawings Projections or simply planning the day to day finances of the practice.


Float is an online tool that links with Xero and can be used to forecast the cashflow of your practice. It can be pre-populated with your data and has proved invaluable for some of our practices. You can also run multiple scenarios to see the impact of making different business choices on your practice cashflow. 



Sandison Easson & Co are true specialist medical accountants and our whole business is dedicated solely to the medical profession. If you would like more information about Xero or how we can help please e-mail us at