If you’re dedicating more time than necessary to bookkeeping tasks, then your focus is being drawn
away from the potential success of your business.
So, what can you do to rebalance your focus and position your business for growth?
Xero is the Answer!
At CornerStone Bookkeeping, we believe that Xero Accounting Software is the very best
bookkeeping solution for small to medium-sized businesses like yours.
Read on to find out how Xero can supercharge your business and how to get to most out of it if you
are already using it!
The Secrets To Xero Mastery Your Business Needs
Why We Love Xero:
● It’s cloud-based, so there’s no need to store files on your computer – this also means you
can check on your finances, wherever you are.
● Stores your data securely online and encrypts it using industry standard data encryption.
● Is a subscription service, so you’ll always have the latest version.
● Makes collaboration easy between business, bookkeeper and accountant.
● Allows you to upgrade to suit your business needs – choose the plan that suits your needs
and budget.
● Is user-friendly – designed with the user experience in mind, the layout is organised,
practical and ergonomic.
● Can take care of invoices and quotes, send them to clients and allow clients to pay directly
from your invoices. Get paid faster!
● Makes payroll easy, allowing integration with payroll partners and employee access via the
employee portal.
● Allows flexible, customisable report running.
● Links directly to your bank account to automate processes and save time.
● Streamlines your accounts payable – set up automatic payments, repeat payments, make
payments in batches. You’ll never miss another payment ever again.
How To Make Xero Work Optimally For You
Are you using Xero, but feel like it could be working better for you? Maybe you’re new to Xero and
overwhelmed by having to learn how to use it correctly? No worries. There are loads of simple ways
you can maximise the efficiency of Xero for your business.
Here are some of our favourite tips, tricks and hacks to make Xero work harder for you.
Xero desktop shortcut: Add a shortcut to the Xero login page to your desktop. Go to the Xero login
page, drag the Xero icon in the URL or web address onto your desktop. When you click the desktop
icon, you’ll go directly to the Xero login page.
Quick Xero login: Speed up logging into Xero. Save the login web address below as a browser or
desktop bookmark so you can quickly access the Xero login page.
Copy and edit an invoice or bill: If you are creating an additional charge for the same client, or
billing for a similar service, you can simply copy an invoice you’ve already created. All fields
automatically populate with the original information you entered. Edit as necessary!
Repeat invoices and bills: Use repeating invoices or bills to pay regular bills or send regular invoices
to customers. Set up a template, then Xero automatically creates the transaction according to the
frequency and status you choose.
Navigational shortcuts: There are loads of keyboard shortcuts you can use to get around quickly
while you’re in Xero. Check the Xero shortcuts out here.
Data entry shortcuts: No one likes tedious data entry. Here are some smart keyboard shortcuts you
can use while working in Xero to enter present, future or past dates.
Inbuilt calculator: Calculate amounts as you create transactions using Xero’s inbuilt calculator. When
you enter a calculation in a field, then press Enter or Tab on your keyboard, Xero calculates the
result. The calculator is available in the Quantity, Unit Price and Disc % fields in transactions, and the
Debit and Credit fields in manual journals. Easy!
Need Extra Xero Support?
From setup to everyday use, we’ll provide ongoing, tailor-made Xero service via:
● conversion
● training
● support
● payroll set up
● health check: we can review, recommend and fix.
Allow CornerStone to teach you all the basics of Xero so you can make sure you’re getting the most
out of this cloud accounting software. Get in touch with us today with any Xero questions or
requirements you may have.