HELPDESK
We run a full Helpdesk for our clients with a library of support queries and articles.Need to raise a support request?
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What if we need your help?!
- If we have a query for you, we will create a task for you through our Helpdesk.
Logging into Helpdesk
- You can log into Helpdesk to see:
- open tasks awaiting a response from you,
- work in progress,
- closed tickets.
Helpdesk Articles
Here is a selection of some of our recent articles.
Lifetime ISAs
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...
Planning your retirement
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...
10 things you MUST do when you set up your Xero account
Just started on Xero?
Run through our handy checklist to make sure you haven’t missed anything on your initial set up.
Xero: Messy supplier account reconciliations
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. So how do you go about reconciling it?
What to do when your Xero bank balance does not match the statement
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 the same...
Reconciliation of accounts receivable and accounts payable
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 VAT correctly.
