We all are looking for ways to get paid faster. Did you know that Xero has a feature that allows you to automatically send your invoices to your customer’s Xero file as a draft bill? This feature is called the Xero to Xero Network. Invite a Xero User to Your Xero Network In General Settings>Connect>Xero […]
Category Archives: Help
12
Dec
Dec
One of the most common methods of showing appreciation to staff is by issuing year-end bonuses. Your employees work very hard, and as a business owner, you want to reward their efforts. While paying a bonus to your employees may sound simple, both federal and state agencies have rules regarding the taxability of these types […]
31
Oct
Oct
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, […]
27
Sep
Sep
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. […]
30
Aug
Aug
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 […]
28
Mar
Mar
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 […]
28
Feb
Feb
This month we are focusing on good practices to follow when starting a new business. A basic step when starting a new business is creating a new Xero file, and one of the first steps to that is editing your settings. One of the things we love about Xero is how the settings can be […]
27
Feb
Feb
If you are thinking of starting a new business or recently have started a business, chances are you have thought about how you will be keeping your books. You may have thought how there was no way you would do it yourself and you started to look into outsourcing it. Or you may have thought, […]
15
Feb
Feb
Have you been thinking of starting a new business? Now’s a great time to do it! Here’s a quick guide on how you can use the cloud to help. Why Use the Cloud The cloud provides many benefits to you when you are starting a new business because you can have all your documents and […]
17
Jan
Jan
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 […]