Although the 4th Quarter has barely begun, the Beyond Team has been busy getting ready for year-end. At our firm, the first four months of the year requires “all hands on deck”. We find that year-end goes most smoothly when transactions and reconciliations are up-to-date before the actual end of the year. As the old […]
The weather is cooling down and the days are getting shorter. As we notice these changes each year, it is a reminder that the year is drawing to a close. Here at Beyond, it’s our cue to begin preparing for the year-end and especially for filing 1099s. What is done in November can greatly reduce […]
We love how Xero lets you customize so many things. Did you know that you can edit your dashboard in Xero? We think customizing your dashboard is a great feature! Today we will show you the steps to customize your dashboard. 1. Navigate to your Xero Dashboard. If you login to your Xero account directly, […]
I recently read an article about how there is more than one type of millennial. Being a millennial myself, I really enjoyed this article because at times I didn’t always feel like I fit into the millennial mold. The article is called, “Don’t Call me a Millennial, I’m an Old Millennial“. I definitely suggest giving […]
We have all been eagerly awaiting bank transfer rules. We are so excited to find out that this Xero update has been released! What exactly are bank transfer rules and why are we so excited about them? What are Transfer Rules? Bank transfer rules are basically bank rules for bank transfers and credit card payments. […]
September is here! Oh, how I love September. What is it about September that I love so much? The start of September and the little signs of Fall bring me back to the days of going back to school. I loved going back to school. I loved to learn and I loved getting back into […]
Welcome to Part Three of our series on automation within Xero. We are focusing on ways you can use Xero to automate and streamline your bookkeeping. We have already discussed how you can use Repeating Invoices & Default Settings. Now we will touch on how you can setup Repeating Journal Entries. Manual Journals are used by […]
A year ago this month, our team at Beyond Balanced Books received the award of 2016 Xero Bookkeeping Partner of the Year! It was such an honor to receive this award. You might be surprised to know that we did not know we would receive an award. So it was a thrilling moment when our […]
We are continuing our series on how to get more automated within Xero. Earlier this month, in Part One, we discussed how to use repeating invoices. This week, we will focus on how you can use Xero’s default settings to save you even more time! Xero’s Default Settings When we talk about default settings, we […]
We love shortcut keys in Xero! We have written about them in the past, but we have found some more we thought you might like to know about! These date shortcut keys are sure to save you some time during data entry. Here are some examples: Are these shortcut keys new to you? If so, try using […]
