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A common question from newer Xero users is how to reconcile where an invoice is issued and payment received and reconciled – then at a later date a credit is issued on the invoice and a refund made.…

I work with a lot of businesses. Every day I’m working with small business to help them find the best ways to optimise their software. It’s not rocket science, we are talking pretty much Xero,…

As a WorkflowMax consultant, I often encounter situations where businesses need to keep track of progressive billing from external consultants as part of a Fixed Price Quote. Here is an example where…

Many NZ businesses are using or considering using Stripe as an option for receiving payments from overseas clients. Here are some suggestions from our experience integrating Stripe with Xero.…

Inventory is a feature of Xero at no additional cost, and can be suitable for smaller businesses who need stock control but cannot justify the expense and complexity of a 3rd party stock control…

In NZ employees are entitled to Annual Leave after 12 months employment and every 12 months after that, while Holiday Pay generally accrues as 8% of gross pay in $ every pay period.  Up until the…

If your Wages/Salaries Expense in your P and L is around twice as high as you are expecting, this is likely a coding error. When reconciling the bank statement line/s of wages being paid to employees,…

How timesheets can be printed onto WorkflowMax invoices for easy bulk editing, how to control what printed on Custom Print Templates in WorkflowMax, and how to set up the integration to bring…

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 invoice charge up labour. At the…

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 send their thoughts on…

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 business. Here are…

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 them into…