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 […]
Category Archives: Help
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 […]
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 […]