Setting up a budget within your accounting system is the best way to keep you on track in planning revenue and expenses. If your business uses budgets, Xero does a great job of tracking your actual expenses to your annual budget. In this article, we discuss how to create and import budgets into your Xero […]
Author Archives: Cindy Hovig
The short answer is YES! As you know we are a cloud-based bookkeeping firm. We love the cloud and we talk about it often. But what really is the cloud and is it a secure choice to use? How can you know if your data is secure? And how can you make sure you are […]
27
Jan
Jan
Xero just keeps coming out with new time-saving shortcuts! They must know it’s that time of the year when we can really use it! Plus (+) Icon In the past, Xero users had to navigate through the menu items to locate Invoices, Bills or Contacts. One new feature to save time is the Plus (+) […]
20
Jan
Jan
In a previous article, we discussed how to use keyboard shortcuts in Xero, but Xero recently released a new Global Search tool. We heard about it all over the Xero world! We tested it ourselves and now we are here to show you how to get the most out of Xero Global Search. What you […]
13
Jan
Jan
Xero is always coming out with new features. Most of their features are designed around saving time and entering data efficiently and accurately. One of the most recent new features is keyboard shortcuts. We love how the new keyboard shortcuts save us time and make us more productive. In this article, we will discuss how […]
05
Jan
Jan
January is here and with it comes the task of determining who requires a 1099-MISC form. Running a 1099 report in Xero is very useful in the review process. It is designed to help you locate contacts and payments that qualify for 1099 reporting. Note: To run the 1099 Report, you must have Advisor access […]
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 […]
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 […]