Category Archives: Bookkeeping

Automation in Xero Part II – Default Settings

typing default settings

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 […]

Will Robots Take My Job?

I stumbled upon a website called “Will Robots Take My Job?” The website sources its data from a 2013 report about the future of employment. Using the website is pretty simple; you enter your job or industry, and you receive an “automation risk level” for how likely your job could be replaced by a robot. […]

Automation in Xero Part I- Repeating Invoices

rice rows repeating invoices

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 […]

Do You Want To Get Paid Faster? Xero Hour Recap

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 […]

Time for Spring Cleaning of Your Business!

Spring has sprung! There is something about Spring that makes me want to clean. The urge generally doesn’t last too long, so I try to do my Spring cleaning when I feel the motivation. Spring is a good time to look at your bookkeeping, email, and even your desk, to see what could use some […]

Contractors: Three Challenges Solved by Xero

Man modern contractor's toolbox

This month we are featuring construction contractors. We love working with construction contractors and you could even say we specialize in working with contractors. Contractors face some unique challenges. Today we will talk about three challenges that contractors might face and how tools in Xero can help solve these challenges. Invoicing and Getting Paid Quickly We […]

Ecosystems and What They Mean for Us

Tablet Ecosystems

Much of my accounting background has been very “old-school”. I always worked in an office, with an accounting team, in a traditional accounting framework. The accounting ecosystem at that time was driven purely by people. Everyone worked in a single desktop software system, and you worked in the same office. I figured that doing accounting […]

Xero Reporting: Unreconciled Statement Lines

You probably are familiar with how Xero allows users to leave notes under the Discuss Tab for unreconciled statement lines within the Bank Reconciliation screen. We have found that this is a great tool for collaboration between us and our clients and also for our clients. Once again Xero has made a good thing even […]