If you are a client that uses invoices in Xero, you likely already know that you can send electronic copies to your customers. However, did you know that you can also send electronic receipts? Let’s discuss sending receipts in Xero. Send a receipt directly from payment First, locate the invoice payment by going to Bank […]
Have you ever received a bill that you would like to partially pay? What should you do if you receive a partial payment from a customer? Xero allows business owners to navigate these challenges successfully with the ability to apply split payments against both invoices and bills. Let’s see how. How to split a payment In […]
This time of the year is when most businesses are finalizing the last fiscal year for taxes. Once you have finalized your transactions for the prior year or period, it is very important to lock the dates in Xero. In the article, we discuss why you should lock dates and how to do so. What does […]
Any business owner can tell you that voiding and reissuing checks is a necessary part of business from time to time. The good news is that Xero makes voiding checks simple and painless. Let’s see how. How to do it In our example below, Check 1237 was paid to the right vendor, but for the […]
Setting up a budget within your accounting system is the best way to keep you on track in planning revenue and expenses. If your business uses budgets, Xero does a great job of tracking your actual expenses to your annual budget. In this article, we discuss how to create and import budgets into your Xero […]
The short answer is YES! As you know we are a cloud-based bookkeeping firm. We love the cloud and we talk about it often. But what really is the cloud and is it a secure choice to use? How can you know if your data is secure? And how can you make sure you are […]
Xero just keeps coming out with new time-saving shortcuts! They must know it’s that time of the year when we can really use it! Plus (+) Icon In the past, Xero users had to navigate through the menu items to locate Invoices, Bills or Contacts. One new feature to save time is the Plus (+) […]
In a previous article, we discussed how to use keyboard shortcuts in Xero, but Xero recently released a new Global Search tool. We heard about it all over the Xero world! We tested it ourselves and now we are here to show you how to get the most out of Xero Global Search. What you […]
Xero is always coming out with new features. Most of their features are designed around saving time and entering data efficiently and accurately. One of the most recent new features is keyboard shortcuts. We love how the new keyboard shortcuts save us time and make us more productive. In this article, we will discuss how […]
January is here and with it comes the task of determining who requires a 1099-MISC form. Running a 1099 report in Xero is very useful in the review process. It is designed to help you locate contacts and payments that qualify for 1099 reporting. Note: To run the 1099 Report, you must have Advisor access […]
