how to

It’s starting to look a lot like Christmas…

It’s starting to look a lot like Christmas…

It’s here, again! It is just me or does it come around quicker and quicker every year? 

Going Paperless – Receipt Capturing

Sick of receipts fading, shoeboxes full of invoices, receipts and paper? CHUCK ‘EM!... well almost… First download the Xero app to your mobile and snap away…

To add receipts and expenses as you go:

1.    If you’ve got an Android phone, tap RECEIPTS then the plus sign (+); on an iPhone, tap the plus sign (+) then ‘Add receipt’. 

2.    Key in the details. 

3.    Choose whether you paid from a business account, or from your own funds and need to be paid back. (Great for expense claims from staff as you need to approve them once they hit your dashboard before they can be repaid and you can see the receipt…… and they can’t say they lost it!)

4.    In the bottom right click Add file > find it on your camera roll or take a snapshot of the receipt in your hand, and upload it as a file…. then off to the recycle centre it goes!

 

Want to learn more about Xero and streamlining your systems? Send us an email for a free consultation!

Top 3 Productivity Tips When Working from Home

Top 3 Productivity Tips When Working from Home

Personally, I love the freedom of just needing wi-fi and a laptop to be able to do my job… from my home office, to my local café to the other side of the world… I can and do literally work ANYWHERE and EVERYWHERE. But, keeping productive and motivated in a world so cluttered with distractions can be challenging… so here are some ways I keep productive.

HOW TO: Splitting payments and deposits

HOW TO: Splitting payments and deposits

It’s more and more common these days for your customer’s to pay a deposit, or pay their bill off in instalments. Same goes for your suppliers and payment terms – a deposit to start production and the balance on delivery for example. This is all good and well, but how do you record this in Xero without creating a million invoices for each stage?!

Creating Bank Reconciliation Rules in Xero

Creating Bank Reconciliation Rules in Xero

Creating rules takes a little time to set up but will save you hours coding every transaction each month! Here's HOW...

Claiming GST Credits: what can I claim for my business?

Claiming GST Credits: what can I claim for my business?

Simply put, you can claim GST when these four conditions apply, as laid out by the ATO...

Make Your Dashboard Your Friend

Make Your Dashboard Your Friend

Using Xero? Are you making the most of your dashboard?

Learn how to maximise your SNAPSHOT of your numbers and keep an eye on those liabilities...

HOW TO: Auto-Super Processing on Xero

HOW TO: Auto-Super Processing on Xero

Processing Superannuation used to be a long, painful process... but now with Xero it's so SIMPLE! Learn how here...

SuperStream… are you ready?

SuperStream… are you ready?

By June 30, businesses MUST meet the ATO SuperStream standards.

The criteria?

1. Paying superannuation contributions electronically...

HOW TO: Splitting 2 Tax Code Transactions

HOW TO: Splitting 2 Tax Code Transactions

Internet and Phone, Produce, Insurance... to name a few of the common purchases that have multiple tax codes.

Here is an example, my phone bill is $180 (including $2.04 GST).....

 

Too much like hard work? We love this stuff.. don't waste your precious time crunching numbers when you could be chatting to customers, innovating or making sales!!!?