Client Case Studies

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...

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 it's a bit like a VAT return, but more complicated, yet simpler!) we set the organisation up via the Australian Xero website and selected 'Australia' in the 'Where does this organisation pay it's taxes'. So far so good, and I was ready to play my first game of 'Aussie Rules'. Xero in Australia looks the same and feels the same as the UK Xero, but the labels to the boxes are a bit different, and there's a few more of them (and...