Xero Accounting Operations

Use this guidance-only skill to structure Xero bookkeeping and accounting processes. It does not execute APIs or scripts.

When to use

• You need cleaner invoice and payment operations.
• You want stronger reconciliation and close discipline.
• You need reliable reporting for finance decision-making.

Core workflows

1) Invoice and receivables governance

• Standardize invoice fields, approval checks, and issue cadence.
• Define overdue follow-up stages with clear owner actions.
• Track dispute reasons and recurring invoice defects.

2) Payables and expense controls

• Define approval tiers for bills and reimbursements.
• Classify expenses with consistent chart-of-accounts mapping.
• Review exception spend categories monthly.

3) Reconciliation and close

• Set bank reconciliation cadence and unresolved-item SLA.
• Track close checklist completion by owner and deadline.
• Publish close variance review with corrective actions.

Risk controls

• Avoid uncategorized transactions at period end.
• Prevent late close by enforcing reconciliation checkpoints.
• Keep approval and audit trails complete for sensitive spend.

Output format

When asked for help, provide:

• An invoice and collections workflow.
• A reconciliation checklist.
• A month-end close tracker template.