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Xero Tip - Cash Coding

March 17, 2022
A helpful tip from our accounting team member Larissa - Cash Coding in Xero - On the cash coding screen in your Xero file there is a section called "Account" where you add your codes for various transactions. - If you have multiple transactions in a row that have the same ac...
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You can choose between an enlarged, zoomed-in view, or a compact view that displays more transactions on screen. Simply move the toggle to choose the view that best suits your needs.This is all part of the evolution of bank reconciliation at Xero, and brings the design ...
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Xero Support & Learning

October 28, 2021
Needing help with Xero but unable to meet with your accountant face to face? Xero might be able to help you! In your Xero file on your My Xero page at the top there is a tab called "Learning & Tools". This tab will take you to Xero Central where you have access to Support fr...
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Have you ever wondered if there is a faster way to create an invoice, bill or quote in Xero? If so the answer is... there is! To be more time efficient and reduce data entry you can copy a previous invoice, bill or quote and all fields will populate with the original data yo...
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As of the 1st June 2021 Xero's Multi-Factor Authentication (MFA)  will be mandatory for the majority of Xero users.  Hacking, phishing or other cyber attacks are frightening and can jeopardise a business if someone gains access. The good news is that many data brea...
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Xero Tip: Over Payments

March 18, 2021
What to do when your client overpays an invoice and how to apply it to the next invoice....
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The world of technology is rapidly changing, and this includes accounting software. More and more businesses and accountants are moving away from desktop software to cloud-based systems. What is the cloud? The cloud is essentially a remote server that securely stores your da...
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Xero small business sessions

February 23, 2021
As part of Xero Education month, Xero is hosting a number of informative sessions to help small business owners get a better understanding of how Xero can help power their business. These evening sessions will be in Hamilton on the 2nd of March, Auckland on the 4th of M...
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December Xero Tip

December 14, 2020

Setting up Invoice Reminders

Setting up invoice reminders is key to helping you optimize your accounting processes. Instead of having the added stress of worrying about following up on your accounts receivable, let Xero take care of it. You can set up invoice reminders that will automatically send custo...
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Events at A4

October 21, 2020

Introduction to Xero Workshop

Keep an eye out on our website or in your emails for advertising for our new Xero Workshop "Intro to Xero". This new workshop will cover the basics in Xero, give you a better understanding of the system and will be a great workshop for those who are new to Xero or are c...
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