There is a setting for your WorkflowMax file overall, which controls whether timesheet information just automatically gets printed onto any custom invoice template, even without putting in specific codes for…

I am often asked if it’s possible to run a quoted job in WFM, invoicing different sections of the quote progressively each month, and also have extra tasks added to…

Here's a link to the latest of a weekly update I’m reading being put out by Tony Alexander (ex BNZ Economist).  Tony invited his readers with experience of past recessions to…

I’ve been contacting my clients to check in and find out how everyone is doing. Yes, there are already some severe impacts as well as some businesses enjoying significant increased…

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 change…