Author Archive

Does Cloud Accounting Reduce the Need for a Bookkeeper – update

For almost a month now, a passionate discussion has been running on the Xero Linked In Group "Xero negating the need for a bookkeeper". I've started to leave a comment several times as I wrote a blog on this very subject in May 2010 but there was so ...

Relieved to be Working in the Cloud

Last Thursday, whilst bookkeeping for a client at their office, my laptop adaptor stopped working. I didn't realise until I had less than an hour battery life left. Luckily, like all my clients, the accounts were on Xero, all the ...

Now a Training Partner with Xero

I have been a Bookkeeping Partner with Xero since late 2009 and a Certified Advisor since March 2010. Last week, I am really excited to say, I was approved as a Training Partner and listed as so on the ...

Storing Receipts Made Easier on Xero

Being able to attach electronic copies of documents to the accounts payable invoices and expense claims directly into Xero is fast becoming one of my favourite features. When creating an accounts payable invoice, a scanned copy of the original invoice can be attached. If your suppliers mostly send you pdf ...

Xero Touch: Balances, Contacts & Credit Control

Quickly checking the balances of your business bank accounts in Xero when you are out of the office, is very easy using Xero Touch m.xero.com, the newly released mobile app. If you have bank feeds set up into your Xero account, the balances will be ...

Xero Touch: Invoicing on the Move

Have you ever worked with a client at their office and wished you could create an invoice and send it to them immediately, while the details are fresh in your mind? This is now possible on Xero Touch, m.xero.com, the newly released mobile app. As soon as you have finished ...

Xero Touch: Expense Claims on the Move

Submitting expense claims always seems to cause headaches. A transaction appears on the bank or credit card statement and you can't remember what it was for. Receipts can't be found (as they are a well washed ball of paper in the pocket of your favourite trousers) to back up the ...

Credit Control: the Easy Way

The saying “Cash is King” is an important one to remember. Of course, time and effort needs to be spent on selling goods and services but if you don’t receive the payment it will all have been a waste of ...

How To Stay in Control of Bookkeeping Paperwork

As with many things, the art of keeping control of your bookkeeping is to have a regular routine. Once this routine is established, you are not only fulfilling your legal requirements but will have a solid knowledge of where your ...

Using Xero to Manage Your Accounts

As a bookkeeper I have seen my clients become much more interested in the financial side of their business using Xero “the world’s easiest accounting system”. Before Xero, it would be an immense struggle to get the business owners/directors to ...

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