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Creating invoice templates In Xero you can customise the look of your invoices by using an invoice template. This allows you to add different payment terms and logos, as there is no limit on the amount of invoice templates you can add you can have as many as required for all different customers. Below are…

Please be aware of the following current bank feed disruptions in Xero, as per Xero’s blog page, with the following banks as of 9th December 2021 :   AIB (UK) (Open Banking) Currently AIB (UK) credit cards are unavailable to connect through bank feeds. We’re looking into getting this reinstated. For now please manually import…

One of the first things you will need to do when starting to use Xero is to connect your bank accounts, this is a relatively simple step by step process.   Step 1: Go to the accounting menu on the top blue ribbon bar and select bank accounts.   Step 2: Click add bank account…

For businesses that require staff to have access to their Xero but do not want their employees to be able to view all details of their business there are different permissions and roles you can allocate to different users.   Roles Adviser- This role is the highest role you can give someone; therefore, it includes…

If you’ve never used a cloud software before coming to a decision on what package to choose can be quite daunting. Well, in this blog I am going to summarise what different packages are available and tell you what each package does and also, what it doesn’t do.   There are three packages that Xero…

The government is to increase the earliest age pension savers can access their pension pots from 55 to 57, wef 6 April 2028. Members of the firefighters, police and armed forces public service schemes will not be affected by this increase.

In this blog series I am going to be talking about “All Things Xero” from what package you should choose to reconciling a bank.   My blogs will be coming out once a week from Friday 5th November so make sure you keep look out for them.   I will cover a variety of topics…

A tax tribunal has made a landmark ruling against HMRC, by declaring that the construction taxpayer (Quinn) was validly entitled to claim SME research and development (R&D) tax relief totalling approximately £1m, even though this work was specifically undertaken to order for a customer, which would normally mean the ‘subsidised’ rule would prohibit eligibility under…

You can now assign bills to customers in Xero!   This makes it easier to allocate expenses occurred during a job to the correct customer.   Perfect for Estate Agents, event planners and more.   When creating a bill to pay onto Xero there is an option to ‘assign the bill to a customer’. You…

As Benjamin Franklin once said; the only two certainties in life are death and taxes. Although it’s a sombre subject, it is important to put in place the right planning so that when we are hit by one, we can avoid the other. We want to ensure we are able to leave as much of…