Xero Tips & Integrations

  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...

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 statement for, click manage>import a statement click 'browse' and select the csv you have just saved click 'import' you may need to assign some columns to the correct fields in Xero. The only two you must ensure are correctly assigned are date and transaction amount when the import is complete make sure the 'statement balance' per xero agrees to the actual balance per your bank statements in real life.  If it doesn't, let us know asap! repeat for any other bank account. Then you are free...

The problem - If you are currently a business owner or employee that has to travel for client meetings, to collect stock or a trip to the accountants, you will know the burden of recording the business mileage. First you have to write down where you start and where you are going to, find out how many miles this is and try to work out the ever changing fuel element of the mileage to work out the VAT. Then you need to send this to your accountant or enter this onto the system. This is something that takes up valuable time and has a lot of different factors that need to be checked each time you make a business related trip. The solution - We have a perfect solution to all the issues surrounding mileage claims and this is an app called 'Trip Catcher'.  The Trip Catcher app does exactly as...

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 of your contacts from Xero. And then when you start to process your bills through Receipt Bank, it will aim to find that supplier but quite often that supplier will be called something different (Either entirely different or slightly different) so Receipt Bank will set up a new supplier for you. So if you don't want J Sainsbury PLC adding as yet another supplier alongside your Sainsbury, Sainsburys and Sainsbury's suppliers (In both Xero and Receipt Bank) then here's what to do. 1)...

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...