Category Archives: Bookkeeping

Getting Ready for Year-End

path getting ready for year end

Although the 4th Quarter has barely begun, the Beyond Team has been busy getting ready for year-end. At our firm, the first four months of the year requires “all hands on deck”. We find that year-end goes most smoothly when transactions and reconciliations are up-to-date before the actual end of the year. As the old […]

Xero the Hero: Transfer Bank Rules

We have all been eagerly awaiting bank transfer rules. We are so excited to find out that this Xero update has been released! What exactly are bank transfer rules and why are we so excited about them?  What are Transfer Rules? Bank transfer rules are basically bank rules for bank transfers and credit card payments. […]

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 […]