Shortcuts in Xero

We have all experienced the time saving features available in Xero such as suggested reconciliation and the employee portal amongst others. Here are some neat tips and tricks to make your experience using Xero even better.

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User Roles In Xero

Your level of access in Xero is determined by your user role. We have found that it’s easier to make a decision of what kind of user role you want your staff members, your accountant, financial advisers to have by…

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Account Types In Xero!

Should my business bank-loan be set up as a liability account or as a credit card/bank account? How can I change a liability or asset account to a bank account? To use Xero in the most efficient way, you need…

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