Tag: Xero

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.

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.

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.

Effective 16 November 2023

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.