by Lisa Dickson | Jul 26, 2017 | Business Advice, Helpdesk
Incorporating the Lifetime ISA into your savings strategy. The past few years have seen several innovations in the savings account market. Gone are the days when savers only had cash and stocks and shares ISAs to choose from. Nowadays you can open specialist accounts...
by Lisa Dickson | Jul 24, 2017 | Business Advice, Helpdesk
Whatever your age, it’s never too late to start saving for retirement. It’s more important than ever to start your retirement planning from an early age, however dull a prospect that may sound to younger generations. Putting money into a pension each month will...
by Lisa Dickson | Jun 26, 2016 | Getting Started With Xero, Helpdesk, Xero
JUST STARTED ON XERO? It can be really daunting to set up your Xero account and then wonder what to do next. Here is our 10 step checklist that will walk you through your initial setup and check that your Xero account set up has been completed properly. Watch...
by Lisa Dickson | Jun 26, 2016 | Helpdesk, Xero
XERO: SUPPLIER RECS Sometimes, no matter how hard you try. You just can’t reconcile that supplier account in Xero to the statement that the supplier has sent to you: You might be missing invoices or payments from your supplier account but you can’t quite...
by Lisa Dickson | Apr 8, 2015 | Getting Started With Xero, Helpdesk, Xero
It’s good practice to compare your statement balance in Xero to your online or paper statement balance (your actual bank balance) at least once a quarter – once a month if you manually import bank transactions. The two balances should match each other for...
by Lisa Dickson | Jan 3, 2015 | Bookkeeping 101, Getting Started With Xero, Helpdesk
We recommend that at every month end or at least once a quarter, you check your Accounts Payable and Receivable balances and verify that they are correct. If they are not – you could be under or overstating profits or losses, and you may not be accounting for...
