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 [...]
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 [...]
... otherwise known as Step by Step guide for updating the CoSchedule plugin for WordPress ... This article looks at using the CoSchedule WordPress plugin to schedule the promotion of blog posts to social media accounts. My intention of writing this post is so the actual process of scheduling can be outsourced to your social [...]
Over the years, I've conducted numerous interviews and webinars, and with preparation and common sense, most have gone well. However, I endured an embarrassing disaster recently – during a conference call with New Zealand - a bacon sandwich was placed on my desk. This was more than Charlie, my dog could cope with, and [...]
During a client training session I was logged into the client’s Xero file, and I got her to enter her bank credentials in to activate the bank feed. This all worked, and the bank feed activated - HOWEVER - this meant the bank credentials were tagged to my USER name rather than the clients USER [...]
I'm having problems with my NAB bank feed ... There are a number of reasons why bank feeds don’t reconcile, but if you've checked everything else, this may explain the cause. Currently it appears if you have multiple credit card accounts with NAB - an Australian high street bank, one of the accounts is deemed to [...]
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. [...]
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 [...]
A Writers Festival is an opportunity to connect with readers through various activities, author talks, panel sessions and workshops. As a reader I actively attended Writers Festivals. Now on the other side as an author I’m keen to give back and share my experiences knowledge and insight. My dream is to give an author talk [...]
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 [...]
