Bottrell Accountants, Financial Planners & Tax Agents

East Maitland Accountants & Financial Advisors, Newcastle Accountants & Financial Advisors

WRIKE – Your New Best Friend

Need project management software? Wrike is your answer - Here is why.. We're big fans of the cloud here at Wrike. As you can tell from the tool we build and the other tools we use every single day. We're not the only ones — cloud adoption is flourishing. A chorus of tech innovators and business leaders are [...]

Use Payment Refs – Cloud Tips

#cloudtip: How to add an account from transactions add-accounts-from-transactions Payment Refs! You can add Chart of Account codes ‘on the fly’, while entering invoices or bills, the first entry in the drop-down box is ‘Add a new account’. Alternatively, for journals, Receive/Spend Money transactions, select ‘+Add’ next to the Account field. To find out more [...]

Search For Contacts When Entering Transactions

#cloudtip: Search for contacts when entering transacations search-contacts Use Xero's advanced contact search when you're entering transactions. Simply enter at least 3 key letters of your contact's name. For example, if you want to find one of your taxi contacts, enter 'taxi' and all your contacts containing taxi in their name appear. You can also [...]

Quick Xero Login – Cloud Tips

#cloudtip: How to speed up your xero login quick-login To speed up logging into Xero by only having to enter a password, replace the upper case characters with your Xero login address, then save as a browser or desktop bookmark. https://login.xero.com/?username=REPLACE_WITH_YOUR_USERNAME To find out more about Xero and how it can help your business, contact [...]

Forgetting To Include Cash Sales And Purchases

#cloudtip: Forgetting to include all cash sales and purchases forgetting-to-include-cash Forgetting to include cash sales and purchases. You can get into a lot of trouble if you discount the GST when receiving payments by cash. The ATO has a sophisticated process of cross-matching data, especially in the building and construction industry where business owners are [...]

Voided Items on Xero – Cloud Tips

#cloudtip: How to find voided items find-voided-items Finding Voided Items - Cloud Tips Xero To find all voided items, invoices, bills and credit notes, go to either Purchases or Sales as appropriate and select the All tab. Click on the Status column header twice to get a reverse alphabetical list by status which will show 'Voided' [...]

Accidental ‘Double Dipping’ On GST

#cloudtips: Accidental ‘double dipping’ on GST double-dipping-GST Stop "double dipping" on GST! Many business owners make mistakes in the Hire Purchase/Lease of Vehicle of Plant or Equipment area of the BAS. Initially, the client (or their accountant) will claim the full GST component in the first quarter that they purchase their vehicle. The confusion sets [...]

How To Add A Xero Desktop Shortcut

#cloudtip: How to add a Xero desktop shortcut desktop-shortcut To add a shortcut to the Xero login page to your desktop, go to the login page in your browser and drag the small round Xero icon in the URL or web address bar at the top of the browser out onto your desk top. Now [...]

Claiming On GST For Private Purchases

#cloudtip: Claiming on GST for private purchases claiming-GST-private-purchases Items like personal loans, director’s fees and any other purchase for private consumption cannot have the GST credit collected on your BAS Statement. To find out more about Xero and how it can help your business, contact Bottrell Business Consultants on (02) 4933 6888 or gavin@bottrellaccounting.com.au