How to prepare for your Xero for the health check
Some tips for maximising your Xero health check
A little preparation before your Xero health check makes the review more thorough and reduces the number of follow-up queries you receive afterwards.
The week before your Xero health check
- Reconcile your bank account up to the most recent business day
- Review the Awaiting Payment list in Xero and confirm all invoices are correctly approved
- Check the Bills to Pay list and enter any bills that have arrived but not yet been added
- Submit any expense claims that have been sitting in draft
- Attach any missing receipt documents to transactions you have already coded
Flag anything unusual
If you have made any transactions during the period that you are unsure how to code: for example, a large one-off purchase, a refund from a supplier, or a personal cost paid through the company: send us a quick note before the health check date. We can handle these as part of the review rather than flagging them as queries afterwards.
💡 Good to know: The ideal Xero account before a health check is one that looks the same as it would at the end of a normal working week: bank reconciled, invoices approved, bills entered. That is the standard to aim for.
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