Credit notes are quick and easy to enter in Xero. The fastest way to create a credit note is to create it from within the invoice you want to credit.
Continue reading “Quick Credit Notes in Xero”Tag: Hints & Tips
It is possible to merge duplicate contact records in Xero into a single contact record. This allows you to keep all contact information and related transactions together, instead of across multiple records for the same contact.
Continue reading “How To Merge Duplicate Contact Records”When a school or kura receives funds from the Ministry for Capital Works projects in Xero, these funds should not be recognized as revenue; instead, the funds must be treated as a liability until spent.
You must also report on the end of year balance of each project in your annual accounts, so maintaining accurate records is essential.
Continue reading “Capital Works Projects In Xero”Last year, our ASB consultant provided valuable and timely advice regarding fraud and the verification of bank account changes for both creditors and staff.
When notified of a bank account change, she strongly recommended verifying the change through a phone call using an official telephone number. Avoid using phone numbers provided in emails, on attached invoices, or on websites accessed through links in emails.
Continue reading “Fraud and Verifying Bank Account Alterations”We’ve listed below some of the most useful date shortcuts in Xero. Why should we bother with those I hear you ask? Well, if you’re anything like me, I’ve got better things to do than data entry, so if there’s a quicker way to do things, I’m all for it! I use Hubdoc, adding last items, copying and pasting, repeating templates, and yes, date shortcuts. Anything to get the job done efficiently and to free up my time. Small things add up, right?
Have a look at these. Pick a couple and practise them until they are second nature. Then maybe try another. And then another.
Continue reading “Useful Date Shortcuts in Xero”