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 […]
Category Archives: Cloud Accounting
30
Dec
Dec
We all know that Xero creates a user-friendly method to receive money from customers and spend money on the goods and services that your company needs. However, what if you receive a credit from a supplier and want to apply it to future bills? Xero manages Credit Notes quite expertly. In Part I of this […]
23
Dec
Dec
We all know that Xero creates a user-friendly method to receive money from customers and spend money on the goods and services that your company needs. However, what if you receive a credit from a vendor and want to apply it to future bills? Xero can easily manage credit notes for you. We have a […]
02
Sep
Sep
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 […]
26
Aug
Aug
We really love doing reconciliations. Most people do not. Manual, paper-based account reconciliation can take some time. If you have struggled with reconciling in the past, be assured that it can get better. With the help of Xero, you can come to enjoy reconciling your bank accounts. Xero’s tools make reconciling much easier than it used […]
19
Aug
Aug
If you are using Xero, you likely have learned it contains many features to simplify invoicing to customers. One of those features is Products & Services. In this article, we will discuss how using Products & Services in Xero can automate your invoicing to save time. Setting up products and services is fairly simple In […]
05
Aug
Aug
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 […]
24
Jun
Jun
If you were using a paper accounting system, it’s unlikely that you would let everyone dig through file folders, peer at your checkbook register, or look at other employees’ pay stubs. Xero knows this, so it provides an easy way to assign employees through user roles. By requiring everyone to sign in using their own […]
06
May
May
By using Quotes in Xero, you can email clients quotes and they can accept with the click of a button. As with many other features in Xero, online quotes are simple to use. Let’s see how. Creating & Sending Quotes From the Dashboard, navigate to the Business menu and select Quotes. In this overview screen, […]
25
Mar
Mar
In any accounting software system, the list of account categories is commonly called the Chart of Accounts. This list helps categorize the assets, liabilities, equity, income, and expenses of your business. Occasionally, you may find that you need to add a new account to your Chart of Accounts. In Xero, creating new accounts can be […]