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Friday September 23rd, 2016

Xero Tip - Mistakes to avoid!

We get asked a tonne of questions about how to do certain things in Xero and we review hundreds of Small Businesses Xero files each Quarter. We've summarised the top mistakes people make & the most under-utilised but super helpful features. 

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Friday September 16th, 2016

Xero Tip - What's Coming

Each year Xero hold a huge event to announce what's coming next. There are always some exciting announcements and this year was no different. From chatbots to machine learning the future of what's coming for small business owners is super exciting.

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Friday September 2nd, 2016

Xero Tip - Lock Periods

We get a lot of questions from clients about not being able to change invoices due to the period being locked. Here's why its super important to lock down your Xero File.

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Friday August 5th, 2016

Xero Tip - Repeating Invoices

One of the biggest benefits of Xero is the automation it can bring to your business. If you send Invoices to the same customer each month, quarter or year OR have the same bills from suppliers each month (even if not the same amount) you really should be using the repeating function.

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Thursday July 21st, 2016

Xero Tip - Using Quotes in Xero

Part of the reason we love Xero is because it allows small businesses to #banadmin. The less you have to do from an admin point of view the more time you have for the important parts of the business. Using Quotes in Xero is an awesome way to streamline your processes not to mention produce professional quotes that can be accepted by your clients. 

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Tuesday June 28th, 2016

Xero Tip - get organised personally

You have your business finances sorted, but what about your personal ones? Your business is a vehicle to help build your wealth so it's important you have an understanding of what's happening with your business profits! So let's take a look at how to easily organise your personal finances

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Tuesday June 21st, 2016

Xero Tip - Let's take a look at Reports

Data is KING for every business, whether you are a brand new startup or a business that has been around for one hundred years. Xero has some great detailed reports so you can really understand what's happening in your business. 

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Tuesday May 31st, 2016

Xero Tip - Setup Email Templates

Xero has a tonne of powerful features that help streamline the processes in your business, or #banadmin as we like to call it. One of those that we see under utilised is Email Templates for your Invoices, Credit Notes, Purchase Orders, Quotes, Remittance Advices and Statements.

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