ASB will be discontinuing the automatic uploading of payment batches from Xero. Below are instructions on how to manually import your payment batches from Xero after 16 November.
Continue reading “Manually Importing Xero Payment Batch Files into ASB”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”The new Xero reports offer a range of features that you can customise, but the new reports appear rather large, meaning you need to scroll down in order to see the lower parts of a longer report. If you change the zoom settings while you are anywhere in the reports module, the reports will display in a smaller format.
Continue reading “Changing Zoom Settings for Xero Reports”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”You probably know that you can use Find and Replace to replace multiple occurrences of text.
Ctrl-F, and then click on the Replace tab, or Ctrl-H to go straight to the Replace tab.
Continue reading “Find and Replace in Excel”
