Helping you Xero in on the numbers in your business

Bean Counters are Xero Silver Champions

and have a wealth of experience using Xero

We offer Xero Training, Give us a call on

01933 71 72 73 to book yours.

There are three subscription levels, make sure you are on the best one for your business.

 

 

Add the Xero App to your smart phone and record expenses as they happen, no more missed claims through lost receipts

 

 

To speed up log-in, replace upper case characters with your Xero log-in address then save as a bookmark

 

 

Did you know you can open multiple pages in your Xero organisation by using tabs

 

 

Xero has a inbuilt calculator to help when inputting invoices, details here: https://help.xero.com/uk/InbuiltCalculator

 

 

Change the settings to personalise the email that goes out with your invoices, your business, your voice.

 

 

Add payment services to your invoices and get paid faster, reducing credit control and improving your cashflow

 

 

Turn on Invoice Reminders to reduce time spent on credit control and improve your cash flow

 

 

Want to write to all your customers?  Export their details from Xero then use the mail merge function in Microsoft Word

 

 

Create Bank Rules for those regular payments and receipts to speed up the reconciliation process.

 

 

When you receive bills forward them straight to your Xero File ready for your bookkeeper, ask us how.

 

 

Do you invoice the same customers the same amount on a regular basis?  Set up repeating invoices, a great time saver.

 

 

Did you know you can set up more than one invoice template, great news if you use factoring for some of your customers.

 

 

Track your sales item by item using the Inventory Feature.

 

 

Need to share reports?  You can export any report to Microsoft Excel.

 

 

Use the payment reference field for Cheque Numbers to help with bank reconciliation.

 

 

Need to keep a close eye on an expense category?  Add to the account watch list and see it on the dashboard.

 

 

Set up Automatic Bank Feeds - your bank data will be imported to Xero automatically ready to be reconciled.

 

 

Use the Asset Register to record all your assets and run the depreciation schedule monthly for your P&L

 

 

Make use of the date short cuts to speed up data entry - https://help.xero.com/uk/DateShortcuts

 

 

Simplify your Mileage claims with the Tripcatcher App which fully integrates with Xero.

 

 

Raise your quotes in Xero, then when accepted convert them to an invoice - a great time saver.

 

 

Did you know you can export reports to Google Docs for sharing.

 

 

Collaborate with your bookkeeper and accountant by adding them as advisors to your Xero.

 

 

There are lots of Apps that integrate with Xero - Check to see if any will be useful for your business.

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