Blog

25 Apr Xero Security – Enabling Two-Step Authentication

Posted at 10:15h in Xero Tips by Hayley Bradshaw 0 Comments
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  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...

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22 Mar Deep dive – Xero Projects

Posted at 12:15h in Xero Integrations, Xero Tips by Hayley Bradshaw 0 Comments
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  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...

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22 Mar Deep dive – Xero Expenses

Posted at 12:09h in Xero Integrations, Xero Tips by Hayley Bradshaw 0 Comments
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  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...

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22 Mar The Latest National Funding via D2N2 Growth Hub

Posted at 12:02h in Business growth support, Financing & grants by Hayley Bradshaw 0 Comments
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  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...

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12 Dec A Day in London Xero Training

Posted at 08:00h in Specialist Xero training, Xero Tips by Hayley Bradshaw 0 Comments
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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...

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21 Nov Preparing your Xero for life in Receipt Bank

Posted at 09:36h in Xero Integrations, Xero Tips by Scott Bradshaw 0 Comments
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Number 1: Trim down your suppliers in contacts Back in the day, Xero was notorious for setting up duplicate contacts unless you went out of your way not to (or you had impeccable spelling and a photographic memory) So it's not uncommon to find suppliers for Sainsbury, Sainsburys, Sainsbury's, you get the picture. When you set up Receipt Bank to Xero integration for the first time, Receipt Bank will very helpfully import all...

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07 Nov Forecasting cash – how much cash will you have next month?

Posted at 09:24h in Xero Integrations, Xero Tips by Hayley Bradshaw 0 Comments
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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!...

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01 Nov Case Study: Setting up a UK based Australian small business on Xero

Posted at 09:58h in Case Studies, Specialist Xero training by Scott Bradshaw 0 Comments
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When I was invited to set up a small business on Xero I expected to be able to do it with my eyes closed. When I discovered that the business in question was an Australian trust that needed to file their Q1 BAS, and they were only in London for the next few days, I knew I had to be on top of my game. After first googling 'Q1 BAS' (so...

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17 Oct R&D tax credits – everything explained!

Posted at 09:48h in Accounting & tax, Financing & grants by Hayley Bradshaw 0 Comments
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Alex Atkin of G2 kindly agreed to write a quick guest blog on everything to do with R&D tax credits, which is often a very overlooked benefit to companies who are spending money on eligible costs (and the tax refunds can stack up). If any of this sounds familiar for your business, please get in touch and we'll check things out! An Introduction to R&D Tax Relief - by Alex Atkin...

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20 Sep Should I invest in property?

Posted at 10:49h in Financial Planning by Scott Golland 0 Comments
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A question many of us will have either asked ourselves or indeed have been asked for an opinion on over recent years. The numerous property programmes on television who can seemingly purchase, renovate and sell three properties for a healthy profit within 60 minutes, coupled with the media scaremongering of the economic world, does suggest bricks and mortar would be a sensible place to look to make a healthy return....

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31 Aug 10 Things About Xero That You May Not Know!

Posted at 07:00h in Xero Integrations, Xero Tips by Hayley Bradshaw 0 Comments
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You took the great leap from spreadsheets to Xero for your general bookkeeping needs - you're adding purchase invoices, doing your sales invoices, reconciling your bank, and perhaps doing expense claims. But could you be using Xero more extensively?  Could it be helping you to do more by doing less? Tracking categories - this feature allows you to split results into categories, so you can compare how different sections are operating...

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