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Less admin, more freedom.
Less admin, more freedom.
Pros and Cons of Xero Payroll

Pros and Cons of Xero Payroll

What are the pros and cons of Xero Payroll? Here is what you need to know about it and whether it might suit your business.

How to Fix Annual Leave Balances in Xero Payroll

How to Fix Annual Leave Balances in Xero Payroll

Examples of how Annual Leave Balance errors can happen with Xero Payroll and how to fix them.

Annual Leave in Xero Payroll

Annual Leave in Xero Payroll

What you need to know about how Annual Leave works in Xero Payroll. Common issues, errors and misunderstandings - and how to fix them.

When You Should Use a Real Time Inventory System

When You Should Use a Real Time Inventory System

Real time inventory systems offer many clear, easily understood advantages in terms of actively managing and optimizing inventory levels. A well-managed real time inventory system allows you to see…

Xero - How to record business expenses paid with personal funds

Xero - How to record business expenses paid with personal funds

Xero Central outlines how to use the Xero Expenses App to process business expenses that were paid for personally. Here’s the link to those directions:…

How to Update Bank Account Details in Xero

How to Update Bank Account Details in Xero

It’s easy to change your business bank account details on Xero invoices and other documents. This will likely include adding a new bank account on the dashboard with a new bank feed, as well as…

Xero Tips and Tricks: 9 Underutilised Xero Hacks

Xero Tips and Tricks: 9 Underutilised Xero Hacks

Some features of Xero that are often overlooked are sometimes the greatest value in reducing wasted time, stress and errors. Here’s my list. 1. Using Multiple Tabs This in not…

Tips for Advanced Invoice and other Document Templates

Tips for Advanced Invoice and other Document Templates

Here are my top troubleshooting tips for common issues with Advanced Invoice Templates in Xero. Inlcudes Invoice / Quote / Statement / Packing Slip / Credit Notes. Use a Table Format for the…

Owner's Equity, Funds Introduced and Drawings in Xero

Owner's Equity, Funds Introduced and Drawings in Xero

Before I completed the Diploma in Accounting a few years ago now, I always found it confusing to understand what Owner’s Equity is, as well as the meaning of Funds Introduced and Drawings. I’m still…

How to reconcile in Xero

How to reconcile in Xero

What is reconciling? Before I completed any formal bookkeeping training, I still remember feeling confused about the word Reconciling. Add to this that Xero makes it very easy, sometimes…

How to reconcile a refund paid in Xero

How to reconcile a refund paid in Xero

A common question from newer Xero users is how to reconcile where an invoice is issued and payment received and reconciled – then at a later date a credit is issued on the invoice and a refund made.…

5 signs of a healthy financial system in your small business

5 signs of a healthy financial system in your small business

I work with a lot of businesses. Every day I’m working with small business to help them find the best ways to optimise their software. It’s not rocket science, we are talking pretty much Xero,…

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