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Get Efficient & Confident With Xero!

 

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The key to getting simple processes done quickly & correctly is to utilise automation.

 

By making the whole process quicker to do & easier to manage, you can then spend your time doing more important things instead … like growing your business, taking on more work, or having free time back with family.

 

Check out our Blog, articles designed to give you more info on using Xero efficiently ….. you’re in the right place! 🙂

 

 

  Xero Product Updates - November 2019   I love tuning in to the live quarterly Xero product Update webinars!  There's usually so much going on - updates & tweaks to benefit business owners, as well as tools to support book-keepers & accountants.  Brilliant!   This quarter was no exception to the rule.  Fresh from Xerocon London mid-November, there are many quite big developments on the horizon for cash flow reporting & making bank payments...

  Xero Expenses - How To Make Expense Claims Easier   Do you currently spend too much time getting expense claims processed?   Or do you leave it to the last minute, then forget what you spent & where?   Xero Expenses will make the whole process quicker & easier!   Xero Expenses is an invaluable tool for those who regularly submit expense claims, or are currently spending too much time locating & collecting paperwork.   The key to getting simple...

The main news in the Xero-sphere over the summer is the way bank feeds will be operating. New EU standards, that are due to take effect from 14 September 2019, will change the way that some banks connect to Xero. Specifically, Yodlee & Barclays bank feeds (in the way that they are at the moment) will no longer be available, so to comply with the new requirements, Xero will be migrating existing...

  Setting up a payment service through Xero (so your customers can pay you using their debit card or credit card) can have AMAZING effects on both your cash flow and your time. Buyers are used to paying instantly when online shopping - one-click payment makes this easier. When a payment service IS offered to your customers: Invoices are paid on average 35% faster * Your waiting time for payment is cut by 13...

  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...

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...

When you haven’t got an automatic bank feed set up, here’s a quick guide on how to manually import the bank transactions… log in to your internet banking and download as a csv file open up the spreadsheet and delete any unwanted columns (the ones you want are date, description, amount - things like balance are irrelevant) save as a csv from the Xero dashboard, on the bank account you want to import a...