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 […]
Category Archives: Help
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, […]
22
Apr
Apr
All of us like to get repeat business. But if you need to invoice several customers on a weekly or monthly basis, how can you keep it all straight? For Xero users, one of the features we love is repeating invoice templates. Xero not only creates dynamic repeating invoices, but you can use placeholders to […]
08
Apr
Apr
Using bank rules in Xero is a great way to maximize your efficiency. When you have bank rules set up, Xero uses those rules and applies them to the transactions in your bank feed so that all you need to do to reconcile is click “OK”. It can be that quick and simple! Let’s discuss […]
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 […]
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 […]
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 […]