How to get the most out of Xero right from the start

When you start using Xero, you’ll wonder how you ever managed without it. We’re big fans here at Acme Accountants and know how happy clients are when they can see their cash flow situation whenever they want, send online invoices, pay bills and run their businesses more effectively.

The reason we started MATAX, the reason we continue to find ways to expand our services remains the same, to serve.  Needs change, as does technology. We aim to be at the forefront of both, to inform, enable, empower.

An efficient and secure way to handle back up contracts, receipts, invoices, bills and a slew of other documents related to your accounting file is to utilize the Xero Files Library.

Ever wondered what new features Xero has just unveiled ? Want to know when your bank feed needs attention or an upload you sent into files had an issue ?  Notifications is the place to turn.

Provide valuable insights and practical tips on using Xero accounting software to streamline daily workflows, and enhance productivity, while highlighting time-saving date shortcuts and integrated tools.

Showcase the time-saving capabilities of the Xero + icon for quick transaction creation and transactions.

Today — it’s all about using shortcuts and downloading the xero mobile app.

Did you know that from every screen in Xero*, you can search for transactions and contacts?

Spend some time using the “Demo Company” functionality to perfect your processes and practices.

Almost every year holds tax changes, but the changes for the 2018 tax year and beyond can mean some significant savings for your business. Small business owners,  and specifically S-corps, have a lot to gain from the most recent tax legislation under the Tax Cuts and Jobs Act of 2017. Take advantage of these key tax changes in 2018 so you don’t miss out.

Start with the ?  icon, type in a short description of your woe or need and chances are good there will be a link or two taking you to the answer.  If you want a bit more information, look no further than the Xero Guide.  Here you will find a plethora of information on every aspect of Xero; the broad ‘how to’s’ and the small ‘who-knew?’s’.

If you are still experiencing issues or feel something is broken, use your  ?  Icon and try Asking you Advisor.

If you tap the ? Icon and you do not already have a Xero Advisor,  you can search for one on the Advisor directory

We've made the mistakes so you don't have to.

We try and break things, push to find limitations and strive to make all of the mistakes any user may make.  It is in this practice that we maintain insight into the occasional Xero user, while deepening and expanding our own knowledge of the Xero ecosystem.

Two weeks after Xerocon and the momentum continues. In fact, it is growing.  The two days spent here in SF learning, meeting and acquiring was a fast paced juggernaut of inspiration, tools and connections.

Welcome all Xero nerds, SMB’s, and bookkeeping newbies! 

You are amongst friends.