Four things you should absolutely understand/automate in Xero
Last week I posted some short reels to Instagram with some Xero hacks I had been meaning to share. They landed much better than expected so I thought it was time I wrote a bit about Xero!
Are you tired of feeling anxious trying to navigate Xero on your own? Maybe you’ve got the gist of it, but reckon you’d benefit from some tips and tricks? Or perhaps you really want to streamline, but teaching yourself is giving you a headache? 🤕
Here are my top 4 Xero tips:
Automate bill entry (check out my reels to see how)
Using bank rules so you don’t have to manually reconcile everything
Creating repeating bills or invoices
Budget + budget variance reporting
Introducing my new service: Quickfire Xero sessions
A 60-minute call to go through specific bugbears you’re having with Xero. These sessions are here to help make your life easier. This will save you time, money, and stress by showing you things you didn’t even know existed 🤯
Take a look below at some of the feedback I’ve received. People are claiming back their time and gaining financial clarity they didn’t even know they were missing.
Are you ready to finally make sense of your Xero? Find out more and book your session now.
I’m Jay, a Virtual Business Manager in Aotearoa, New Zealand. I work with women & queer folk to help reduce overwhelm from the behind-the-scenes biz tasks, by streamlining their processes which frees them up to work on the things they love.