Follow-up flags in Xero

Follow-up flags in Xero

Xero does not have any tagging or flagging system that would allow you to identify a transaction that has been coded but still needs some follow-up action or investigation.  However, you can simulate this using Tracking Categories. Xero provide two Tracking...
Record Keeping 101

Record Keeping 101

We often get asked about what records you should keep, in what format, and how long you should keep them for.  So here’s a quick guide to record keeping for your business. What to Keep It is probably better to ask “what should I throw away?”  The short...
Creating Buyer Created Tax Invoices in Xero

Creating Buyer Created Tax Invoices in Xero

A “Buyer Created Tax Invoice” (sometimes referred to in other countries as a “Recipient Created Tax Invoice” or “RCTI”) is an invoice for sales tax purposes that is created by the purchaser of the goods rather than the seller of the goods. This is common in many...
Recent Changes in Xero

Recent Changes in Xero

The last eighteen months has seen some HUGE changes in Xero—our preferred online accounting system. Let’s run down just a few of the significant ones: Files About 18 months ago Xero added the ability to attach files to any transaction. You can email files in to a...
WHAT DO YOU NEED NOW?

What Do You Need RIGHT NOW?

I Need A Kick-Ass Accountant

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