Back in mid-September we had a very exciting day at Beyond Balanced Books! We were asked to be a part of a Xero case study video series. We were so honored to be asked, so of course we said yes! Let me tell you a little about that special day. We felt like celebrities as […]
Author Archives: Cindy Hovig
02
Sep
Sep
Entering transactions in your accounting system regularly is important, but what if you want to attach supporting documentation to your purchases? Xero gives users the ability to attach documents to bills. When a document is attached to the bill, it can be referenced with a single click. Let’s see how. How it works First, navigate […]
26
Aug
Aug
We really love doing reconciliations. Most people do not. Manual, paper-based account reconciliation can take some time. If you have struggled with reconciling in the past, be assured that it can get better. With the help of Xero, you can come to enjoy reconciling your bank accounts. Xero’s tools make reconciling much easier than it used […]
19
Aug
Aug
If you are using Xero, you likely have learned it contains many features to simplify invoicing to customers. One of those features is Products & Services. In this article, we will discuss how using Products & Services in Xero can automate your invoicing to save time. Setting up products and services is fairly simple In […]
05
Aug
Aug
Xero contains many features that enable multiple users to work together with ease. One such feature is the Discuss tab on the bank reconciliation screen. Within this tab, users can save notes regarding any unreconciled bank statement line. The result is that issues can be resolved and questions answered much more quickly. Let’s take a […]
24
Jun
Jun
If you were using a paper accounting system, it’s unlikely that you would let everyone dig through file folders, peer at your checkbook register, or look at other employees’ pay stubs. Xero knows this, so it provides an easy way to assign employees through user roles. By requiring everyone to sign in using their own […]
A great way to speed up your cash flow is to get paid faster by customers who owe you money. One way to do that is to examine your payment terms to see if you can accelerate them. First let’s talk about what payment terms are common. Then I’ll share a study that showed which […]
Older marketing methods like direct mail and cold calling just don’t work as effectively as they did a few decades ago. There are two reasons for that: The trust level between people has dropped more than 20 percentage points in the last few years; people are more skeptical and untrusting of each other than ever […]
06
May
May
By using Quotes in Xero, you can email clients quotes and they can accept with the click of a button. As with many other features in Xero, online quotes are simple to use. Let’s see how. Creating & Sending Quotes From the Dashboard, navigate to the Business menu and select Quotes. In this overview screen, […]
Building thorough, precise customer records will improve the accuracy and depth of your transactions and reports. How did you keep track of your customers before you started using Xero? On paper forms in file folders? 3×5 cards? Maybe you created a file in Excel. How did that work for you? Probably not that well. Paper […]