Today we are talking about how to copy an invoice in Xero. Have you ever wanted to charge one of your customers for something very similar that you have billed them before? Perhaps you do work for someone once a year. You could just copy the invoice from last year and only edit the dates. This is […]
Category Archives: Bookkeeping
14
Aug
Aug
As an individual, I would not be termed an early-adopter. I’m cautious about new technology. I wait until it’s been tested, recommended, and proven to be easy to use and extremely convenient. I am a millennial, but I preferred paperbacks and hardcovers to eBooks. I filled notebooks during classes and lectures. I was trained in […]
11
Jul
Jul
Two years ago, I was vaguely aware of the cloud. I knew the “cloud” existed, but it wasn’t the kind of cloud that had any sort of impact on my life, and I wasn’t terribly interested in finding out more about it. I was happily working in an office, elbowing my way through filing cabinets […]
25
Apr
Apr
Have you ever wondered why your bookkeeper gives you four main reports? Have you ever wondered why these particular four reports are included and what they actually mean? This article will share the purpose of the four main reports and why you should be looking at them. Think of your reports as a vehicle to tell your […]
10
Apr
Apr
One of the core features of Xero is the ability to upload bank feeds into your accounting system automatically. In recent years, Xero has been working to improve this aspect of their platform by providing direct feeds. Direct feeds are pretty self-explanatory: It is a direct connection between Xero and a financial institution for the […]
05
Apr
Apr
We all are looking for ways to get paid faster. Did you know that Xero has a feature that allows you to automatically send your invoices to your customer’s Xero file as a draft bill? This feature is called the Xero to Xero Network. Invite a Xero User to Your Xero Network In General Settings>Connect>Xero […]
22
Mar
Mar
We have a great tip for you today – how to attach a W-9 Form received from your vendors to a Contact in Xero. Why is this a good idea? Well, you will thank us later when it’s 1099 time and you have all your paperwork in order. We think it is a “best practice” […]
24
Jan
Jan
Some people wonder if it is worth it to hire a bookkeeper. Have you ever wondered this? Also, what should you expect from a quality bookkeeper? To help you answer these questions, consider some benefits of having ongoing bookkeeping services. This time of the year many of us reflect on how things went last year and […]
12
Jan
Jan
We are excited to announce that Cindy and the Beyond Team were named as one of the Hubdoc’s Top 50 Cloud Accountants for 2017 for the fourth year in a row! Hubdoc is a secure document storage application that converts your financial documents into useable data. With the ability to auto-fetch bank statements, bills, and […]
28
Dec
Dec
We talk a lot about “machine learning” at Beyond and in our everyday life. It seems to have become a buzzword these days, but have you ever wondered what exactly is “machine learning”? We have too. For the purpose of this discussion let’s define what it is a focus on how Xero uses machine learning […]