Author: Director - Marketing

  Managing all of your projects from very start to very end can be very easy! Xero Projects has been developed with the small business in mind - to capture, track & report the time and money spent on each job you undertake - which makes it easier to plan ahead, stick to your budget & manage all of your jobs & projects more effectively. With the ability to start your project, record time & deadlines, costs associated with the project, and invoice for the project all from the same screen, Xero Projects is ideal for the businesses who undertake projects and different jobs for their clients. Roadmap - upcoming features include: Project user permissions Timesheet insights and reporting Project templates Integration with Xero Quotes Integration with Xero Expenses Xero Payroll integration   Xero Projects is ideal for those businesses who undertake jobs and projects with their customers, and are either using no tools or a...

  The new Xero Expenses was launched at the end of 2017, and we want to keep you up to date with developments!   The best things about Xero Expenses: Business owners & employees can easily capture expenses on their phone using the Xero Expenses mobile app, which sends data directly to Xero in the form of an expense claim. Set permission levels, so different people in the business can approve & pay, as well as the ability to submit an expense claim on behalf of a colleague. Provides business owners with powerful analytics, reporting and grouping, so you can better understand spending habits. Never touch (or lose!) another scrap of paper ever again!   On the roadmap: Mileage tracking Integration with Xero Payroll and Xero Projects feature (that will allow businesses to invoice their customers for expenses associated to specific projects and reimburse their employees through Xero Payroll). Support integrations to and from other third-parties, including banks and vendors.   Basically,...

  Keeping your data secure (especially your financial data) is as important as ever before. Find out why two-step authentication is important Two-step authentication is used by many internet banking and online services to provide an additional layer of security, where you use a device to generate a random code to access your account. In this case, by using the Google Authenticator app on your phone. I'd also recommend that you ask all users in your organisation to set up two-step authentication for themselves too. Set up two-step authentication for your own Xero login Don't share your Xero login details and password, and protect your financial data by ensuring all users of your Xero organisation have two-step authentication enabled! Xero really does help all businesses regardless of size or complexity!  To find out how Xero can help your business contact us today. ...

Doing work for your customers is one thing. It's another to ensure that you're paid, and on time. Unfortunately for many small businesses, the latter takes up as much time as the work did itself, and it's likely the task that gets done in the evening or weekend to keep your working day free to do jobs (or the other way round depending on your trade) - but in almost all cases encroaches on the time that should be spent doing something else. So, how do you maximise the chances getting paid faster, without needing to spend lots of valuable time and energy on the task? The key is to use the functionality of Xero, as well as a few key apps that integrate with Xero...

Harriet from Float kindly agreed to write a quick guest blog on forecasting cash, and why it's important to monitor.  It's often overlooked ahead of sales or profit, but cash really is King when it comes to business success, as it's the token needed to exchange services or goods with.  Please get in touch if you're worried about not knowing your cash position and we'll go through Float with you!  And it links up with Xero, so it's win win! Why You Need to Forecast Cash Flow - by Harriet at Float Cash shortages are the primary cause of business bankruptcy, so you need to make sure you have the cash to stay in the black.  But many business owners choose not to monitor their cash flow because it is viewed as either too much work or an unnecessary distraction.  So why bother doing it? Pay your suppliers & employees Maintaining a positive organisational...

I recently went down to London with Scott, where he was visiting a few of his clients to help them with Xero, amongst a few other things. This was a great opportunity for me to see a second round of Xero Training from the clients' perspective, what common questions were, and if they had progressed from their first sessions. Complex reporting & plan of action to fully move to Xero After a hectic race around the central underground line, we arrived at our first appointment 10.15am. This was a beautiful location, stone archways in the entrance and the main window, and based underneath the underground line. Processing using Xero had been great, and this was about looking at reporting features and tips on reviewing things in Xero to ensure accuracy of data. Firstly, a few questions on tracking categories and assigning projects to invoices - this feature allows you to easily track sales, costs & profit...

  It shouldn't be a difficult process - with up to date business financials in Xero, and sound personal financial planning in place, you're in a very good position! Are you looking for an early start up loan? Do you have growth ambitions but need extra financial support to get the project off & running? Are you about to buy energy saving equipment for your business? Does your business spend time designing or creating new things? If you're ready to take on the next stage of your business growth and need a little extra support, or want to know if your current plans qualify for grant funding (to save some cash!), please take a look what could be available to you.   http://www.d2n2growthhub.co.uk/access-to-finance/39/national-funding-grants   Xero really does help all businesses regardless of size or complexity! To find out how Xero can help your business contact us today. ...