We have built our company on the foundation of always being ‘ahead of the curve’ when it comes to technology and in-the-now best practice. This fascinating article from the Harvard Business Review resonated with our approach to, not only how we do business, but how we see what success looks like if you, our client/the […]
Category Archives: Technology
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 […]
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 […]