Content Outline
Xero Setup
FastLane offers a 30 day free trial of Xero so that you can explore all of its features and decide on a plan that best fits for your business. No credit card is required, you can just provide your name, email, and phone number. We request a phone number so we can help you with getting started if needed.
Xero can be accessed with a phone, tablet, desktop or laptop and can include multiple users in different locations. Xero is fully operable with web browsers such as Google Chrome, Microsoft Edge, Mozilla Firefox, and Safari. The specific requirements may be different by device and the particular Xero version so visit Xero website to get the latest details. A stable internet connection is necessary for optimal use.
No, Xero requires an internet connection or mobile signal to access your account from any location.
If you like using Xero after the trial, you need to subscribe to one of the plans that suits your business. After the trial period, you will be required to put billing information and the subscription automatically renews every month. That means any business details you have entered during the trial will carry over so you will not need to re-enter again. If you decide not to continue, you can cancel by deleting your organization through the My Xero section.
Yes, the trial includes full access to all Xero features and add-ons. However, some banks may charge fees for connecting bank feeds and these may not be available during the trial period.
If you experience issues with your bank feed, contact our support team for assistance.
Yes, Xero allows you to import and export data. You can follow a step-by-step guide or use a data migration service.
It is easy to transition from a trial and a paid subscription within your Xero account. All of your data is shared so you won’t need to input your data again when upgrading.
You may cancel your subscription or particular add-ons via your Xero account with a one months’ notice. Free trials can be canceled at any time as well.
If you reach the monthly limit for invoices or bills, any extras will be saved as drafts. You can either upgrade your plan to process more invoices or wait until the next month for the allowance to reset. Some plans may offer a one-time extension if you go over the limits.
Xero Pricing
Xero offers various pricing plans tailored to different business needs. Each plan comes with a specific set of features and you can upgrade or downgrade depending on the needs of your business. Full details on each plan including the features and costs are available on Xero’s Pricing page.
No, there are no setup fees with Xero and there are no hidden costs. The monthly subscription covers access to Xero’s features with add-ons available if you nee specific capabilities like payroll or project management.
Yes, Xero provides a discount if you have multiple subscriptions under the same email address. This is advantageous if you manage multiple organizations and want separate accounts for each.
Yes, all registered nonprofits are eligible for a 25% discount on our Xero subscription price. You can apply for this discount by providing your non-profit documentation after signing up.
Xero subscriptions are billed monthly. At the moment, the company has not integrated the annual payment option so you will receive a monthly invoice and one can cancel at any time with one month’s notice.
Some banks may charge you a small fee for connecting a bank feed will others offer for free. Fees of bank feeds usually vary with the policy of your bank and you can find out whether your bank charges any fees for the Xero bank feeds.
If you want to change your plan, go to the ‘My Xero’ section of your account and choose a new plan. You can upgrade your plan at any time but downgrades may require a 30-day period on the current plan before they take effect.
If you choose to cancel, the subscription remains active for the billing cycle and data in the account will be achieved according to Xero’s retention policy. For free trials, we recommend exporting your data before cancellation as the trial cannot be reactivated.
Xero Security
Xero is certified compliant with the globally recognized ISO/IEC 27001:2013 standard which reflects a strong commitment to information security management and keeping data secure.
Xero is dedicated to protecting your information and implements multiple layers of security protection for all data. This includes strict GDPR compliance to uphold data privacy rights.
If you cancel your subscription, Xero will archive your data according to its data retention policy. In an archive, data will not be accessible but can be reactivated for up to seven years if you renew your subscription. You also have an option to request for permanent deletion of your data.
It is important to know that if you cancel during a free trial you’ll lose access to that subscription and cannot reactivate so it is best to always export your data.
Yes, Xero allows users to export data at any time so that you have data backup in case of anything.
Xero with FastLane
Using Xero with FastLane offers your business with a streamlined accounting process managed by a team of experienced professionals. FastLane can help with initial setup, manage complex financial tasks and ensure compliance with local regulations.
Yes, FastLane immediately assists you during the set up so your business can get started on Xero. Our experts will guide you through the process, ensuring your data accounts and preferences are customized to fit your specific needs.
Absolutely! FastLane offers ongoing management of your Xero account including bookkeeping, payroll, financial reporting and more so you can focus on running your business while we handle the accounting details.
FastLane offers a personalized approach providing insights and strategies tailored to your business. Our specialists will also help you learn how to use Xero tools for maximum efficiency including automated reporting, expense management and seamless bank reconciliation.
Yes, FastLane offers training to ensure you and your team get the most out of the tools with Xero. We can offer customized training sessions based on your industry and business needs ensuring you feel confident using Xero daily.
If you have any questions or require any assistance with something please do not hesitate to contact our team. FastLane can help with specific challenges in Xero or help you get the answers you need from Xero’s customer support if necessary.
Yes, FastLane can help you integrate Xero with other applications your business uses. We will help you choose from the available integrations in the Xero App Store and set up data flow between systems to enhance productivity.
FastLane supports a variety of industries including retail, professional services, technology and more. We will tailor Xero to meet the unique accounting needs of your industry from payroll setup to inventory management.
Xero is ISO/IEC 27001:2013 certified, so you know that your data is going to be secure with us. FastLane also follows strict confidentiality and data protection policies so your information is safeguarded at all times.
Contact FastLane to discuss your accounting needs and we will help set up your Xero account or transition of your existing data. Our team will guide you through every step from onboarding to ongoing support ensuring a smooth experience.
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