Tips to optimise working with browsers while using Xero

In this short video I’m going to cover some tips to optimise working with browsers while using Xero. To view this video on high definition on YouTube, click on the gear icon and select 720 P HD. If you find this video useful please like it, subscribe to my YouTube channel and share it with your [...]

2017-03-01T14:28:19+00:00 July 7th, 2014|1 Comment

How do I deal with partial payment in Xero

What has happened in this scenario is $ 2,000 has perhaps been deposited into the bank account. But the actual invoice in is $ 10,000 - I have received a partial payment of $2000. So what I need to do is apply that $ 2,000 to the $10,000 invoice and reduce that invoice into an [...]

2017-03-01T14:28:22+00:00 June 7th, 2014|2 Comments

Xero video Multiple payments receipted into bank account as a lump sum

Using Xero online accounting software software How to deal with multiple payments received as a single amount in the bank account Jot down total payments and the breakdown of payments Locate the lump payment Select Find & Match Select the matching transaction Select Reconcile button This video covers how to deal with multiple payments received [...]

2017-03-01T14:28:23+00:00 May 29th, 2014|0 Comments

Dealing with a payment incorrectly deposited into bank account

Hi!  In this session we’re going to cover how to deal with a payment incorrectly deposited into your business bank account.  So, what has happened in this scenario is money into the bank account and it was a mistake and the money is simply transferred out to the bank account. What needs to happen is [...]

2017-03-01T14:28:25+00:00 May 29th, 2014|0 Comments

Save 120 admin hours with ReLeased commercial property management software

Re-Leased is a cloud based commercial property management software that can integrate with Xero the online accounting solution. Commercial property management software is useful for businesses that own a shopping centre, and need to send out monthly invoices to tenants at the shopping centre. Tenancy at a shopping centre is typically associated with a lease agreement. [...]

2017-03-01T14:28:36+00:00 May 12th, 2014|1 Comment

How do I change the date of a Xero Sales invoice?

How do I locate a Sales invoice in Xero? From the dashboard click on Accounts > Sales to access the Sales Dashboard From the Sales Dashboard, drill down on the relevant tab to find the sales invoice, e.g. the ‘See All’ tab shows all sales invoices. How do I change the date of a Sales [...]

2017-03-01T14:28:38+00:00 May 6th, 2014|0 Comments

5 Xero add-on solutions to dramatically improve reporting capability

I've re-printed here with permission an extract from a recently published Xero blog. Management reporting is one of my favourite areas, so I was interested it gain some insights into the different solutions available. Spotlight Reporting What industry/sector/business/function does your add-on support? “Advanced management reporting and business intelligence for start-ups, businesses, franchises and not-for-profits.” Tell us [...]

2017-03-01T14:28:40+00:00 May 5th, 2014|0 Comments

How do I let my accountant access Xero data?

To invite your accountant (or another user) to access your Xero data file, from the dashboard, click Settings > General Settings and then under Organisations select ‘Users’. Click the button labelled ‘Invite a User’ and fill in the ‘Enter their details’ form with their details. I suggest you give your accountant full access.   Click [...]

2017-03-01T14:28:43+00:00 April 29th, 2014|2 Comments

Introduction to Xero Lesson plan

I've pulled together a draft Introduction Xero lesson plan which maps to Xero for Dummies and outlines the way I run my classes. You can use this as a frameworks for a group Xero training session. To access a copy in word format go here: Lesson Plan Introduction to Xero 2nd Edition To access sample data: BankSampleData [...]

2017-03-01T14:28:48+00:00 April 13th, 2014|1 Comment