We did a small update today, but since there were no big headline features, I thought I’d give an update on where we’re at with the much requested purchase order functionality. It’s been keeping a large part of our core team busy for the last few months.
Turn purchase orders into bills for payment, or into invoices to …
Fortunately, Xero allows you to keep track of all the overpayments with the flexibility of dealing with both situations. So below, we will discuss both scenarios one by one. The aim is to have the balance of the clearing account at zero. Set up a GoCardless account and connect your Xero account to the GoCardless for Xero app. Create a …
By sending personalized email campaigns, you ensure that your brand, products, and content remain relevant to your customers. In order to build social proof and understand the customer experience, requesting reviews is a vital email marketing strategy for retailers. This information will not only help you improve your product but also your …
The more tasks that we can eliminate automate or delegate the more complexity we can reduce which will help increase both our effectiveness and efficiency, and allow us to achieve better results. What I love about automation is that it’s a doubled edged sword. Firstly we cannot automate complexity, so it forces us to simplify processes …
For example, any money invested in the business by the owner and loans would qualify as financing activities. Crystalynn is a CPA and Intuit ProAdvisor with an extensive background in QuickBooks consulting and training.
I have formatted the statement of cashflows to show each month and groupings same as the annual financial accounts to get …
One of the trickiest things business owners find about moving their accounting to Xero is the actual move itself. Moving over from spreadsheets and ledgers, or even other accountancy software like Sage can be a bit confounding, especially as accountancy admin is more of a chore than an exciting part of your business day to day.
In July, 2017 …