Xero Accountants’ Tricks for Rookies

If you are using the Xero software in your business or considering a change to cloud-based software, then you need to keep reading!

We understand that running a business can be extreme at the best of times, and the last thing you want to be doing is spending hours trying to work out your accounts into the wee hours.

Never fear, Advivo Accountants & Advisors—Brisbane Xero Accountants and certified Xero Advisors are here and we have some tips & tricks that will help you straight away!

Our Top Tip

Make it easy for your clients to pay you! Add remittance details to make bank reconciliations easier, and reduce queries from your customers. To change this, go into Xero Settings > General Settings > Invoice Settings.

From there, select Options (see image below) and edit.

From there, change the wording in the Terms & Payment Advice (Invoice and Statement) box (see image below) to something like this:

Bank Details:

BSB: 111-111

A/C: 11111111111

<<Company Name here>>

Please include Invoice Number as a reference, Remittance by email: xxxxx@xxxxxx.com

If you’d like more tips on how you can get the most out of Xero, contact us today at Advivo Accountants & Advisors in Brisbane! Our team of Brisbane Xero Accountants & Advisors is ready to help with training and software set up and transitions to create efficiency in your business!