Category Archives: Help

What is the Economic Injury Disaster Loan & Advance?

[Updated May 20, 2020] You no doubt have heard about the Coronavirus Aid, Relief, and Economic Security (CARES) Act that allocated $349 billion to help small businesses keep workers employed amid the pandemic and economic downturn. One of the features of the CARES Act is the Economic Injury Disaster Loans (EIDL).   What is it? The […]

Challenge Accepted: Where to Find Good Advice For Your Business [Part Six]

Coffee shop September challenge

This is the sixth part of our Challenge Accepted series. Today we are talking about how to find good advice for your business. It can seem simple these days to get a plethora of advice. All you have to do is type your question into Google and it pulls up tons of advice!  Challenge There […]

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, […]

Xero the Hero: Transfer Bank Rules

We have all been eagerly awaiting bank transfer rules. We are so excited to find out that this Xero update has been released! What exactly are bank transfer rules and why are we so excited about them?  What are Transfer Rules? Bank transfer rules are basically bank rules for bank transfers and credit card payments. […]

Automation Part Three: 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 […]

Xero the Hero: Create and Send a Payment Remittance Advice

drawer Send a remittance advice

Did you know that you can send a receipt to a contact/supplier to let them know you have paid them? It’s a pretty nice feature. Today we discuss how to send a payment remittance advice in Xero. What is a Remittance Advice? First, let’s cover what exactly is a remittance advice. A remittance advice is […]