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, […]
Author Archives: Cindy Hovig
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 […]
22
Apr
Apr
All of us like to get repeat business. But if you need to invoice several customers on a weekly or monthly basis, how can you keep it all straight? For Xero users, one of the features we love is repeating invoice templates. Xero not only creates dynamic repeating invoices, but you can use placeholders to […]
Are you manually entering data into your accounting system? If so, there may be a way to enter that data that’s faster, cheaper, and better. Data entry automation has come a long way. Here are five common ways to automate data entry so that it no longer has to be manually entered. Bank feeds or […]
08
Apr
Apr
Using bank rules in Xero is a great way to maximize your efficiency. When you have bank rules set up, Xero uses those rules and applies them to the transactions in your bank feed so that all you need to do to reconcile is click “OK”. It can be that quick and simple! Let’s discuss […]
25
Mar
Mar
In any accounting software system, the list of account categories is commonly called the Chart of Accounts. This list helps categorize the assets, liabilities, equity, income, and expenses of your business. Occasionally, you may find that you need to add a new account to your Chart of Accounts. In Xero, creating new accounts can be […]
The dashboard in Xero is a great jumping off point where users can find important information at a glance. Of course, Xero recognizes that what is important information to one user may not be pertinent to another. That is why each user can customize their dashboard to show the information that they wish to see […]
04
Mar
Mar
Xero’s multiple subscription levels, hundreds of add-ons, and numerous settings help you mold its framework to fit the unique requirements and workflows of your company. This exceptional flexibility makes it a great application for countless types of businesses. However, customization options in Xero go even further. Below we discuss some of the additional customizations available. […]
When you open QuickBooks, you may be accustomed to accessing your company file from the recently opened window. However, from time to time something may occur which cleans out the settings and this causes the file to no longer appear in the recently opened window. For example, this will happen when the file is updated […]
07
Jan
Jan
Having bank feeds activated in Xero makes reconciling your accounts a breeze. By setting up bank feeds, Xero automatically brings over transactions from your bank and credit card accounts. Setting up bank feeds is as easy as signing in to your online banking. Add a new bank account From the Dashboard, navigate to the Accounting […]