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 […]
Author Archives: Cindy Hovig
28
Aug
Aug
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 […]
23
Aug
Aug
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 […]
15
Aug
Aug
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 […]
25
Jul
Jul
Automation is ever important in our world today. We all want more time, but seem only to have less of it. By making our lives more streamlined and automated we can save time. Saving time can lead to saving money too. Over the next few weeks, we will be discussing ways that you can be […]
12
Jul
Jul
Everyone wants to get paid faster. Last month at Xero Hour San Jose we discussed ways to get paid faster. It was a lot of fun! In case you weren’t able to make it to Xero Hour in June, we will summarize a few of the points we discussed. We talked about different payment solutions that integrate […]
23
May
May
This month we have been discussing collaboration within the cloud and within your business. If you are not using Google Sheets, you really should consider using it to collaborate. We are a bit obsessed with Google Sheets over at Beyond Headquarters. There is a lot of excited banter about all the new things we have discovered […]
10
May
May
This month we are focusing on collaboration. One of the Beyond Team’s favorite tools is Xero. Find out how our team uses features in Xero to collaborate with our clients. Use the Discuss tab to collaborate on bank transactions Within Xero’s bank reconciliaton screen, the Discuss tab can be found on any unreconciled transactions. We […]
02
May
May
Collaboration is a very trendy word these days in the business world. Millennials love to collaborate and it seems to be a hot topic. Gone are the days of independently working on tasks. Most tasks seem to be shared by a team and collaborated on. What exactly is collaboration, and what are the benefits to […]
04
Apr
Apr
Today we are featuring one of our favorite industries of all times – construction contractors! We have found that using tracking categories in Xero works well for construction contractors. What are Tracking Categories? Tracking categories are used in Xero to see how different areas of your business are performing. Additionally, they allow you to run […]