Xero Tips and Tricks

This month we are talking about getting the most out of your Xero.

In Peta’s last blog she went over a few of the common areas people make mistakes in Xero. This time I want to give you some tips so you can use Xero as efficiently as possible.

Here at BW we all use Xero on a daily basis so across the whole team we have all picked up little tips and tricks here and there to make using Xero that much easier.

Here is a list of some of our top tips in Xero: Read More »



How to get the best from your Xero

Last month I talked about using your management accounts to tell the story of what’s happening in your business. And how important it is that those management accounts are timely and accurate.

And it’s that accuracy that’s also vital to help us in preparing your year-end Financial Statements. The more we have to change in your accounts the more time it takes us and the bigger the cost to you.

More and more of our clients process their own accounts. And systems like Xero do make this seem super easy. They make out it’s quick, simple and what’s more – fun. But at our end, we’re finding it’s a mixed bag as to the accuracy of the accounts we are given. And banks are often saying the same thing. Read More »