January 19, 2018 –Morgan Hill, California Beyond Balanced Books Inc won top honors in the annual Xero Awards Americas, claiming the Partnership Impact Award for 2017. Xero, a global small business platform, has over 100,000 business advisors worldwide as part of its network and it was an outstanding achievement for Beyond Balanced Books Inc. to be […]
Category Archives: Cloud Accounting
17
Jan
Jan
Oftentimes people ask me why I choose Xero as our cloud accounting platform. Foremost is that I love the product. I can recall vividly the first day I was introduced to Xero. Within a very short time, I fell in love with the bank reconciliation. It is still one of my favorite features in Xero. […]
31
Oct
Oct
We love how Xero lets you customize so many things. Did you know that you can edit your dashboard in Xero? We think customizing your dashboard is a great feature! Today we will show you the steps to customize your dashboard. 1. Navigate to your Xero Dashboard. If you login to your Xero account directly, […]
30
Aug
Aug
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 […]
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 […]
01
Aug
Aug
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. […]
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 […]
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 […]
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 […]