To make business that little bit easier, we’ve collated some top Xero tips. It’s our pleasure to share these tips so you can continue to streamline your business and processes to get the most out of each day.
1. ApprovalMax and Xero
Streamline your accounts payable approval process by combining ApprovalMax and Xero.
Get rid of your old approval stamps and manual sign off processes and automate this using
a multi-step approval workflow in ApprovalMax and approve on the go using the mobile
app.
Click here to learn more about Approval Max.
2.Hubdoc and Xero
Hubdoc is a data capture tool which extracts key data from documents, then creates
transactions in Xero. Hubdoc can be set up to automate every step, saving you time on
manual data entry. All Xero Business editions include a free Hubdoc account, contact your
subscriber to get this set up for your organisation.
Click here to learn more about Hubdoc.
3. Multi-Factor Authentication (MFA)
Keep your business data safe in Xero by turning on MFA to create a second layer of security
to your Xero login. Download the new Xero Verify app on your smart phone to receive push
notifications for fast authentication.
Click here to learn more about Xero Verify.
4. Credit Limit Feature in Xero
Have you seen the Credit Limits feature in Xero Contacts? In the financial details section
for your contact you can add in a credit limited amount. When you create an invoice using
new invoicing for this contact you will see if this will exceed their credit limit. You can also
block the invoice from being approved if it is over the limit.
The great thing about Xero is there are many add ons available via the app directory. Please
contact your Kendons advisor if we can assist with any Xero support.