Category Archives: Cloud Accounting

Xero the Hero: Billable Expenses

Beyond Balanced Books

Have you heard of the billable expenses feature in Xero? It is a handy feature that can be especially good for construction contractors.  What are Billable Expenses? Billable expenses work by being able to assign a certain expense to a customer when you are entering a bill or spend money transaction. You can opt to […]

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 […]

Xero the Hero: Running Balances for Account Transactions

Tablet Ecosystems

Xero is always coming out with new features! A recently released feature got us pretty excited. There is now a running balance column on the bank account transactions page.  What is the Running Balance? The running balance on the Account Transactions tab includes all reconciled transactions and unreconciled spend money and receive money transactions that have […]

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 […]

Xero the Hero: Three Invoicing Tips to Help You Get Paid Faster

Beyond Balanced Books

It’s important to get paid from your customers. We know this, you know this, they know this, but dealing with late payments is a pain (pun intended) we all have to deal with at times. Here are three invoicing tips to help you get paid faster in Xero. 1. Email your Invoices Snail mailing your […]

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 […]