Xero Accounting

Workflow Max by Xero is being retired. What are your options?

Xero have announced that they have decided to retire WorkflowMax (WFM) on 26 June 2024. This is a living central document, I'll keep updated with your options. A little trip down history lane. WorkFlowMax is a project management software that was founded in 2007 by Chris Spence and Gavin George, initially developed as a job [...]

2024-05-02T13:27:57+10:00March 25th, 2023|1 Comment

Orangilicious Secrets to Building and Running a Highly Engaged Community | Catherine Walker

"Who I am online is exactly who I am in person. I guess that could be a decision point. Decide who you’re going to be. I would say be you. It’s worked for me."  Catherine Walker Community Manager, Xero Today I’m speaking with Catherine Walker Community Manager at Xero In this episode, we talk [...]

2021-05-09T00:52:52+10:00October 29th, 2020|0 Comments

How to un-archive a system account in Xero

Setting the scene: My accountant uses SAGE HandiSoft to process my businesses tax. We mapped all the account codes in the business Xero file to the SAGE Handisoft accounts he uses; I exported my data out of Xero and into his solution. Advisor>Export>Sage HandiLedger I use multi-currency which automatically creates 3 accounts:- 497 Bank Revaluations [...]

2017-03-01T14:28:16+10:00August 10th, 2014|0 Comments

Free online video Introduction to Xero Accounting

Hi! You’ve just clicked to watch a 37 minute introduction to Xero for new user’s video that I created. Now the reason why I created this, I’ve just put a little snippet on the front of this video, is because I realized users viewers were not watching the video correctly. To ensure that you view [...]

2020-01-28T09:16:24+10:00July 7th, 2014|0 Comments

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+10:00June 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+10:00May 29th, 2014|2 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+10:00May 29th, 2014|7 Comments

Introduction to Xero Training at Caboolture Hub

Xero Training: The essentials you need to know to use Xero: the online accounting solution. Workshop includes: • Understanding Organisation and Finance Settings in Xero • Overview of the Chart of Accounts in Xero • Entering customers and suppliers in Xero • Inventory Items in Xero • Sales Dashboard in Xero • Purchases Dashboard in [...]

2017-09-05T10:19:13+10:00March 31st, 2014|0 Comments

10 Business Trends for 2014 and WIN $100 Officeworks voucher

The fab people at Officeworks have given me a $100 AU Officeworks voucher to give away to a lucky reader....read on to find out more details...[This competition is now closed and I'm excited to share with you Ross Dawson selected Grant Steele as the winner. Dawson remarked there were a number of excellent comments. Thank-you [...]

2021-01-19T11:35:09+10:00February 13th, 2014|20 Comments
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