by adria | Mar 19, 2026 | xero
In this video, I walk you through how to customize your Xero dashboard to better suit your needs, making it easier to manage your financial information. You can rearrange elements like your bank accounts and remove any sections you find unnecessary. I also emphasize...
by adria | Mar 19, 2026 | xero
In this video, I share how you can now send invoice reminders via text in Xero, which can help you get paid faster. To do this, simply add your customer’s mobile number in their contact details and ensure you have a payment service like PayPal or GoCardless set...
by adria | Sep 2, 2025 | xero
In this video, I’m going to walk you through how to send a remittance advice to your suppliers, which is especially useful for those who may not always ask for it or need clarification on payments. I’ll demonstrate how to batch payments for a supplier, like Smart...
by adria | Sep 1, 2025 | xero
In this video, I walk you through navigating Xero, focusing on the reports section. I demonstrate how to access various reports, including your annual accounts and GST returns, and highlight the importance of clicking on blue figures to view detailed transactions. I...
by adria | Sep 1, 2025 | xero
In this video, I dive into understanding your balance sheet, starting with the published version from your accountant. I highlight the importance of distinguishing between assets and liabilities, particularly focusing on the shareholder’s current account, which...
by adria | Sep 1, 2025 | xero
In this video, I’m diving into the topic of drawings in your Xero account, which refers to the money you take out that isn’t taxed, unlike your wages. I want you to check your balance sheet to ensure you understand what has been classified as drawings, as some...
