I love the Expense Claims section in Xero.  It is one of the first areas that I teach my clients.  Many small businesses have lots of expenses that go through their personal credit cards (particularly when they are first starting up).  Here are some suggested improvements - 1. Make the processing of owner/director expense claims even faster.  Perhaps somehow give the owner the option to directly approve and know which Directors Loan account that it should default to. It just feels a bit…See More

I have developed a number of free videos for those setting up or converting to Xero. From my experience, there are a few tricky areas that users struggle with.  I have used easy to understand language that the non-accountant can follow.  Please feel free to share or use the videos below which are on YouTube.  For those of you with a March Year End, it is a great time to be thinking about your Xero conversion. 1.0 Planning Your Xero Conversion…See More