You’re working harder, more money is going through the business, but you don’t seem to be making a profit. Sound familiar? This is the ultimate session for those who want to know their numbers. You’ll learn how to create customised reports in Xero, plus we’ll introduce you to some other reporting tools so you can easily get an accurate picture of your business’ financial health. $75 including GST per person… Read more
In business, cash flow is king and Xero has a number of ways to help you collect your money faster. We’ll teach you how to use these features and discuss best business practice around interacting with your debtors. For this session, Bishop Toomey and Pfeifer are proud to partner with Jeannette Kwant from Undercontrol Credit Management who will be sharing suggestions on how to maximise your chances of… Read more
What systems do I need and how do I get the most out of them. At last count in our accounting firm we had 16 different systems that we use on a daily basis that all cover off a different part of our business functions. The amount of systems that businesses run has changed significantly over the last few years as it has become a lot less expensive to develop… Read more
With the new financial year upon us it is a great time to establish some financial targets and import them into Xero so you can compare your actual results versus your targets (or budget). What we find, is that the understanding of the financial make-up of a business is enhanced significantly when you set targets and then report against those targets and get curious about the variances. Some good tips for… Read more
Xero have released the long awaited Payroll functionality for the NZ version ready for use from 1 April 2015. Xero’s payroll functionality includes the standard features of payroll software in terms of calculating pays, managing leave etc but it also includes the ability for staff to login and view their leave balances, pay history and submit leave requests. As you would expect from Xero the User Interface looks nice and… Read more
Xero have released a long awaited feature in the past week – the ability to produce quotes. Many Xero users have been providing quotes by creating a draft invoice but now that quotes are available it offers a much better way of providing and managing quotes to help you improve your sales results. To read more click here for Xero’s blog post You access quotes by going to Sales and… Read more
Xero Tips & Tricks One of the things that we have learned with Xero is that many of our clients needs are different and that knowing how to use Xero properly is an important part of the picture and that is why we have been investing in our own training and in developing ways to get more education around Xero to our clients. We have found that the best… Read more
Xero Tips and Trick Video Based on the feedback we have received the most common area that Xero users want assistance in is Reporting and Budgets. So this is the first of a series of tips we will be creating to help out in this area. One easy way to quickly get a budget in Xero and start using a budget to analyse the performance of your business is to load… Read more