Xero Setup and Configuration Flashcards
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Read the first 7 Xero Setup and Configuration flashcards as text
When setting up a new Xero organization, which section do you use to configure the financial year-end date?
Answer: Settings > General Settings
The financial year-end date is configured under Settings > General Settings in Xero.
A client's Xero organization needs to track inventory items by multiple warehouses. Which Xero feature supports this?
Answer: Tracking categories
Tracking categories in Xero allow businesses to segment transactions, including by location or warehouse.
What is the maximum number of tracking categories you can create in a single Xero organization?
Answer: 2
Xero limits each organization to a maximum of 2 tracking categories.
When importing a chart of accounts into Xero via CSV, which field is required for each account?
Answer: Account Name, Account Code, and Account Type
A valid Xero chart of accounts CSV import requires at minimum the Account Name, Account Code, and Account Type for each row.
In Xero, which account type should be used for a business credit card liability?
Answer: Current Liability
A business credit card is a Current Liability because it represents money owed in the short term.
A Xero advisor needs to set up automatic payment reminders for overdue invoices. Where is this configured?
Answer: Settings > Invoice Reminders
Invoice reminders are configured under Settings > Invoice Reminders in Xero.
Which Xero setting controls the default due date applied to new sales invoices?
Answer: Payment terms in Invoice Settings
Default payment terms for invoices are set in Settings > Invoice Settings, which applies them to all new invoices.
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Sources & references
Exam facts on this page (fees, format, dates, passing scores) are checked against these official sources; the date is our last check. Editorial policy
- xero.com — Test delivery, eligibility, renewal, score release, test dates, score validity · verified Oct 2026
- learning.central.xero.com — Exam format, passing score, time limit · verified Oct 2026