This is an example of how we have set up Xero for a particular set of requirements of a manufacturing client. THE PROBLEM Mr Manufacturer buys in components and assembles…

Although for many of us Christmas is a time of celebration, relaxation and potential over-indulgence, there are many in our community who are not afforded these luxuries and whose difficult…

Following are some guidelines if you are setting up Xero for the first time, or migrating from another system to Xero. Versions of Xero There are different versions of Xero,…

Here are my “spread the word” highlights from the Xero Roadshow I recently attended here in Tauranga. I’m confident there is a good chance you will find at least one…

We recently streamlined the sales income process for a small retail online business here in NZ. I thought I would share learnings and tips as this situation and these issues…

  What exactly constitues a week’s Annual Leave? How is Annual Leave represented in Xero? Recording and paying Annual Leave correctly Common errors Adjusting Annual Leave when Part Time hours…

FIRST – just stop right now googling all the options and asking for recommendations online for what people think is the best software. Here’s an analogy for if you were…

1. Original quote amount gets lost when fixed price variations are added for invoicing? This happens when a new Fixed Price Variation is added to the Job as a new…

Ever have trouble keeping track of who has paid their deposit, and who had not? Or do you worry you are losing track of which invoices had been sent for…

Here’s some pointers for when you know you need better systems and are looking at off the shelf cloud software. Using the new software is generally only a small part…