Getting your Personal Finances in order with Xero

By | November 12th, 2019|Uncategorized|

Have you ever thought of using Xero to manage your personal finances? Well you are not alone. I have a few clients who have loved Xero so much that they have decided to us it to manage their personal finances as a personal finance app. If you have decided to do this, I have a few recommendations on how to optimize what you are getting from it. Talk to your accountant about a reduced price plan. Xero partners have access to accounts not available to the public which have reduced functionality but may fit your needs. The basic Xero account is [...]

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How to Check Your Published Reports in Xero

By | April 12th, 2017|Xero|

As part of our bookkeeping packages, Virtual Heights Accounting will "publish" your monthly, quarterly or yearly reports in Xero for your viewing. This 2 min video shows clients how to access these reports from login to the Dashboard to viewing and downloading the reports (if desired). If you do not know your Xero login, you can contact info@vhaccounting.ca or your Virtual Heights Accounting contact. We will ensure you are set up. If you have forgotten your password, you can also click "Forgot Your Password?" at login to initiate the reset process. https://youtu.be/oziyjpZhUK8   Virtual Heights Accounting is a CPA and business coaching [...]

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Making Billable Expenses Work for You Using Xero

By | January 31st, 2017|Uncategorized|

Billable expenses are when you pay for services or products (expenses) that you then invoice to your customers. Using billable expenses as part of your accounting and invoicing software can help you ensure you don’t miss out on getting reimbursed for these costs. This discussion will be based on using Xero to track this but many other accounting software also have this option. This can be great for a variety of businesses. I have seen it work wonders for contractors but I have also seen it in professional service businesses. The bottom line is if you have a contract or agreement [...]

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