Blog · Xero
Getting the most from Xero: six habits that save hours
Xero is only as good as the way it's used. These six habits keep your file clean, your BAS quick and your accountant's bill lower.
1. Connect every bank feed
Connect every business account, card and loan so transactions flow in automatically. Missing accounts are the biggest cause of messy year-end files.
2. Reconcile little and often
Ten minutes a week beats a whole weekend at BAS time. Reconciling while transactions are fresh means you'll remember what they were.
3. Use bank rules
Set rules for regular transactions like rent, phone, fuel and software subscriptions so Xero codes them for you, with the right GST treatment.
4. Capture receipts as you go
Snap receipts on your phone with the Xero app, or forward them by email, so every claim is backed by a document.
5. Invoice from Xero and turn on reminders
Send invoices straight from Xero with online payment options and automatic reminders. You'll be paid faster and spend less time chasing.
6. Keep personal and business separate
Run personal spending through a personal account. Mixed accounts create extra coding work and raise questions from the ATO.
How we help
We set up Xero files, convert from other software, tidy up messy books and train you and your team so the file stays clean all year.