Category Archives: Bookkeeping

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 […]

We Love Working With Contractors

We love working with contractors. In fact we would say that we specialize in working with contractors. Why?  My husband is a landscape contractor. This makes it easy for me to relate on a personal level to contractors. Doing the day to day bookkeeping of my husband’s business for more than three decades has given […]

Beyond Balanced Books is Xero’s 2016 Bookkeeping Partner of the Year

Xero's Bookkeeping Partner of the Year

Many of you know that we were in San Francisco last week at XeroCon. We were delighted to receive the award of Xero’s 2016 Bookkeeping Partner of the Year!  We are so honored to have won this award. XeroCon is the ultimate accounting technology conference and we had a fun filled four days. We can’t wait to tell […]

Using Budgets in Xero

Budgets in Xero

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 […]

Xero the Hero: Keyboard Shortcuts

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 […]

Xero the Hero: Attach documents to bills

attach documents to bills

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 […]

Using the Discuss Feature in Xero

hands using the discuss feature

Xero contains many features that enable multiple users to work together with ease. One such feature is the Discuss tab on the bank reconciliation screen. Within this tab, users can save notes regarding any unreconciled bank statement line. The result is that issues can be resolved and questions answered much more quickly. Let’s take a […]

What Is Real-Time Accounting (and Why Should You Care)?

Real-time accounting is when your books are caught up to the present and you know exactly where you stand with your account balances, revenue, and profit. It’s truly doing your accounting in real time. The opposite of real-time accounting is getting your books done once a year (or worse, being years behind). When you wait […]

Repeating Invoices in Xero

Creating repeating invoices in Xero can save a lot of time if you are a company who charges your clients a monthly fee. There is no need to enter the same information every time you do your billing. By following these simple steps you can streamline your billing and free up some of your time. […]