Add last items in Xero appears in the bill entry screen. Another data entry shortcut that you may like to use. I find it’s most useful for bills from frequently used suppliers, for bills that are split between the same account codes, or for bills with the same descriptions every month.
Continue reading “Add Last Items in Xero”Xero
Don’t forget that you can save your formatted report as a custom report.
Click Save As, Custom.
If you are saving the report for its format, not the selected ledgers, rename the report to Account Transactions New or something similar.
Tick Make custom report the default. Any account transactions reports you run in future will automatically have the saved format.
Save.
Click into the Custom tab and star the saved report. This will mark the report as a favourite in the drop down menu.
Continue reading “Custom Account Transactions Report”One of the great things about Xero is how you can attach printouts and files to batches and transactions. For audit purposes, we recommend that you attach the following printouts to your Xero batch payments:
- A copy of the bank’s Print Detail report
- A signed copy of the Xero batch payment report
Writing to you from the depths of lockdown in Auckland. Hope that all of you are keeping safe, wherever you are and whether you’re still working at school or at home.
Continue reading “Our first newsletter!”Just a couple of really basic tips for Xero. It’s amazing how many times users don’t pick this up in their training. So let’s get down to the real basics.
Continue reading “Xero – the Real Basics”