The dashboard in Xero is a great jumping off point where users can find important information at a glance. Of course, Xero recognizes that what is important information to one user may not be pertinent to another. That is why each user can customize their dashboard to show the information that they wish to see […]
Category Archives: Cloud Accounting
04
Mar
Mar
Xero’s multiple subscription levels, hundreds of add-ons, and numerous settings help you mold its framework to fit the unique requirements and workflows of your company. This exceptional flexibility makes it a great application for countless types of businesses. However, customization options in Xero go even further. Below we discuss some of the additional customizations available. […]
07
Jan
Jan
Having bank feeds activated in Xero makes reconciling your accounts a breeze. By setting up bank feeds, Xero automatically brings over transactions from your bank and credit card accounts. Setting up bank feeds is as easy as signing in to your online banking. Add a new bank account From the Dashboard, navigate to the Accounting […]
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 […]
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. […]
Yes, that’s right. Your data is more secure in cloud accounting than it is on your PC. That’s because the data centers that provide cloud accounting follow strict security procedures. Some of the security features include: Physical security including limiting building access and computer room access with James Bond-like features such as retina and fingerprint […]
Do you spend a lot of time reviewing stacks of reports each month so you can get the information you need to make decisions? Do you find out after the fact that something went wrong in your business and that if you had known about it sooner, you would have made different decisions? If so, […]
06
Aug
Aug
As part of our ongoing services with Xero clients, we periodically generate reports. Xero makes it easy to deliver these reports to our clients. In this article, we will discuss how we share reports with our clients and the steps they can take for viewing published reports in Xero. How it works First, we save […]
You have been hearing about it, you may even be curious about it, but the real question is – are you ready for a online accounting? Online accounting provides so many benefits, including – anytime anywhere access, the ability to collaborate, and security of your precious data. Anytime Anywhere Access Do you ever feel chained […]
09
Jul
Jul
Xero came out with Files back in 2013. Have you had a chance to use Files yet? It’s surprising, but many Xero users that come to us are unaware of this feature. Files allows you to store documents securely within your Xero account. Today we are sharing one example of how we have been using […]