Xero

Chartered Accountants, Financial, Accouting, Profit First Professional, Bookkeeping, Health, Wealth, Mindfulness, Xero

How to categorise your customer/client base Using Xero Smart Lists

How to categorise your customer/client base Using Xero Smart Lists Set the conditions to generate the list of customers that fit the criteria for this campaign. Run the search and you instantly have the results.  Then export the list to CSV and import into your email marketing software. Or you can open the CSV file …

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Chartered Accountants, Financial, Accouting, Profit First Professional, Bookkeeping, Health, Wealth, Mindfulness, Xero

How to use bank rules in Xero to automate your bank reconciliation

How to use bank rules in Xero to automate your bank reconciliation For example, you may have to regularly code transactions to parking expenses when you are reconciling the bank in Xero. To automate this going forward, just click on “Create Rule”.  The payee’s name is already pre populated for you. But if you don’t …

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