Sum & Substance

General

What to claim when working from home

When operating a home based business there is often confusion around what you can claim. Here are a few tips. 

When To Pay Your Super

What are the rules for super payments? We cover all the rules and the dates that you need to make installment payments.

Trouble with Xero?

While Xero is user friendly, it is easy to get a bit lost from time to time. While we offer a range of services including managing your accounting for you and virtual CFO services we also service many clients who have simple accounting needs and are happy to self navigate through Xero.

Changing dashboard layout in Xero

In this video Kellsie shows you how you can change the layout of your dashboard tabs in Xero. This will allow you to track your financial information accordingly to your working position.
 
Change your dashboard layout using the following steps:
  • First, make sure you have the dashboard tab selected
  • Scroll to the botton on the page
  • Selete the 'Edit Dashbourd' button 
  • Click onto which tab you wish to move and drag into place
  • Selete 'Save Changes' 

At any stage you can change the layout of the Dashboard by following these steps each time

Creating auto reminders in Xero

In this video Neha shows you how to set up automatic reminders for your invoices in Xero so that you aren't spending time chasing payments.

Turn on your invoice reminders using the following steps:

 

  • In the Accounts menu, select Sales.
  • Click the Awaiting Payment panel.
  • By the clock icon Image of the clock icon., click Invoice reminders off.
  • Select the Email customers when an invoice is checkbox.If you save now, Xero's default reminders will be sent for all invoices you've marked as sent.
  • (Optional) Edit or delete the default reminders, or add your own.
  • (Optional) Select the Include a link to the invoice PDF checkbox to include PDF invoice links in all reminders.
  • (Optional) Select the Don't send reminders for amounts owing on an invoice under checkbox, then enter an amount.
  • If you choose to include PDF links or not send reminders for smaller amounts, your settings are applied to all reminders.
  • Click Save. The clock icon shows that reminders are on for your organisation. They'll be sent for all invoices that are marked as sent.

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