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Following are some guidelines if you are setting up Xero for the first time, or migrating from another system to Xero. Versions of Xero There are different versions of Xero, some of which are only…

We recently streamlined the sales income process for a small retail online business here in NZ. I thought I would share learnings and tips as this situation and these issues are common. The client…

WorkflowMax, Fergus, BuilderTrend, Tradify... which job management software should you choose? Our software consultants live and breathe WorkflowMax, but don't necessarily recommend it for every…

1. Original quote amount gets lost when fixed price variations are added for invoicing? This happens when a new Fixed Price Variation is added to the Job as a new Quote, and overwrites the original…

Research In my view it is always worth researching any significant change in your business. Do not fall into traps when you are at the “don’t know what you don’t know” stage. It is often worth…

Recent research carried out by Xero suggests that strong relationships with a professional advisor benefits the business. This includes accountants and bookkeepers. Business that survive being in…

Your finance systems are all the ways you keep track of how money moves through your business. If your financial systems are in good shape you will be able to focus on getting business done and not…

Do you know the critical numbers for your business? Your critical numbers are the ones that tell you whether your business is on track (or not). If you know your critical numbers, you can have…

Still got piles of paper, archive boxes and filing cabinets filling up space that could be better used? The good news is, even if it seems overwhelming to scan and archive all that stuff already…