USER GUIDE

1. Foreword

Thank you for subscribing to Xinowa.

We built this beautiful application to help you extract information from Xero through WhatsApp without logging into Xero.

Our aim is you can get Financial and Accounting information that you need through WhatsApp in less than 10 seconds without logging into Xero or waiting for your Accountants or Bookkeeper to respond back. With Xinowa you can type few key relevant words and get information from Xero on WhatsApp.

This manual will help you with what all information you can extract from Xero, what you need to type on WhatsApp etc. While the queries we have mentioned are standard, you do not need to type verbatim nor you need to memorize.

Xinowa is built using NLP and will respond based on key words

We hope you enjoy the application and we look forward to hearing from you.

You can reach us at info@xinowa.com or visit www.xinowa.com for more user information

2. Extracting Information About Profit and Loss Account:

What Information you Want ?

Please Type Query
Sales/Income/Turnover/ Revenue

Examples
Sales for the year Sales for Current Quarter Sales for Current Month etc.

What Xinowa Provides?
Breakdown of all Sales heads with total amount of income earned in each for the period specified in query.

Please Type Query
Direct Cost

Examples
Direct Cost for previous week/ Direct cost for Previous Year etc.

What Xinowa Provides?
Breakdown of total Direct cost heads with amount of cost incurred for the specified period in Query.query.

Please Type Query
Overheads

Examples
Overheads for January 2020/ Overheads for 15th January 2020 etc.

What Xinowa Provides?
Breakdown of all Overhead costs with total cost incurred for each for specified period in Query.

Please Type Query
Name the income head as mentioned in Xero.

Examples
Service Income for April 2019/ Other Income in previous quarter etc.

What Xinowa Provides?
Total income earned for the specified Income head for specified period in query.

Please Type Query
Name the Expenses name as mentioned in Xero. E.g. Insurance or Advertising or Subscription or Payroll cost

Examples
Repairs cost for previous week/ Insurance for Previous year etc.

What Xinowa Provides?
Total cost incurred for the specified Expense head for specified period in query.

Please Type Query
Gross Profit

Examples
Gross Profit for current month/Gross Profit for previous year etc.

What Xinowa Provides?
Gross Profit or losses incurred for the specified period in in query.

Please Type Query
Net Profit

Examples
Net profit for February 2020/ Net profit for Current Quarter etc.

What Xinowa Provides?
Net Profit or losses incurred for the specified period in in query.

Please Type Query
Sales/Income/Turnover/ Revenue for department “Name of Head Department (Tracking category in XERO)”

Examples
Service Income for Department A for current week etc.

What Xinowa Provides?
Breakdown of all Sales heads with total amount of income earned in each head for the specified period for specified department in query.

Please Type Query
Direct Cost/ Overheads for “Department name”

Examples
Direct Purchases for Department B for March 2020

What Xinowa Provides?
Breakdown of Direct Cost/Overheads with total amount of Expenses incurred for each head for the specified period and for specified department.

3. Extract Information About Various Balance Sheet Items:

What Information you Want ?

Please Type Query
Fixed Assets as on “Month” “YYYY” E.g. Current Assets for January 2020

Examples
Fixed Assets as on today etc.

What Xinowa Provides?
Returns the breakdown of Current Assets with value of each head as on month or year specified in query.

Please Type Query
Current Liabilities as on “Month” “YYYY” E.g. Current Liabilities for January 2020

Examples
Current Assets as on January 2020 etc.

What Xinowa Provides?
Returns the breakdown of Current liabilities with value of each head as on month or year specified in query.

Please Type Query
“Nominal code name” as on “Month” “YYYY”. E.g. Deposits as on January 2020

Examples
Advances as on 2019 etc.

What Xinowa Provides?
Returns of Value of specified Asset or liability head as on Specified Month/Year.

Please Type Query
PAYE as on “Month” ”YYYY” E.g. PAYE as on January 2020

Examples
PAYE as on March 2020 etc.

What Xinowa Provides?
Returns the liability payables as per XERO balance sheet as on specified Month/Year in query.

Please Type Query
Accounts Receivable

Examples
Accounts Receivables

What Xinowa Provides?
Value of Debtors/Accounts Receivables as per Balance sheet as on date of query

Please Type Query
Accounts Payable

Examples
Accounts Payable

What Xinowa Provides?
Value of Creditors/Accounts Payables as per Balance sheet as on date of query

Please Type Query
Bank balance as on “Month” ”YYYY”. E.g. Bank balance as on January 2020

Examples
Bank Balance as on 30th September 2019

What Xinowa Provides?
List of all Banks added to XERO with balances for each as on specified date in query.

4. Generating Various Reports

To get PDF report for

Please Type Query
Profit and Loss report/P&L Report/P&L Statement

Examples
P&L report for January 2019/P&L Statement for the year etc.

What Xinowa Provides?
Profit and loss statement as per XERO for the period mentioned.

Please Type Query
Balance Sheet

Examples
Balance Sheet as on January 2020

What Xinowa Provides?
Balance Sheet as on specified month. Balance sheet returns as on end any month/year will only be answered. Balance sheet as on specific day would not be answered by XINOWA.

Please Type Query
Aged Receivables/Debtors

Examples
Aged Receivables

What Xinowa Provides?
List of Customer who owes you money and outstanding amount from them as on the day, in a PDF file.

Please Type Query
Aged Payables/Creditors

Examples
Aged Payables

What Xinowa Provides?
List of Suppliers whom you owe money and outstanding amount to them as on the day, in PDF file.

Please Type Query
SOA for “Name of Customer” E.g. SOA for TECHNOVA

Examples
SOA for Customer A

What Xinowa Provides?
Provides detailed list of outstanding Invoices against Customer specified in query as on day in PDF file.

Please Type Query
Aged Payables for “Name of Supplier”

Examples
Aged Payables for Supplier B

What Xinowa Provides?
Provides list of Outstanding Bills to supplier specified in query with details about part payment or credit notes if any as on the day, in PDF file.

Please Type Query
Aged Receivables for “Name of Customer”

Examples
Aged Receivables for Customer A

What Xinowa Provides?
Provide list of outstanding bills from customers specified in query as on the day.

Please Type Query
Outstanding Invoices for “Name of customer”. E.g. Outstanding Invoices for ABC Limited.

Examples
Outstanding Invoices for Customer A

What Xinowa Provides?
Provides all outstanding Invoices as on date of query against specified customer in query as on the day.