Category Archives: Cloud Accounting

Beyond Balanced Books wins Partnership Impact in Xero Awards Americas

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 […]

Xero the Hero: Customize Your Dashboard

old instruments customizing dashboard in xero

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, […]

Automation in Xero Part III: Repeating Journal Entries

Beyond Balanced Books

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 […]

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 […]

Xero The Hero: Using Xero to Collaborate

puzzle xero to collaborate

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 […]

Xero the Hero: Tracking Categories

Beyond Balanced Books

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 […]