Keeping up to date with Xero – Extra invoicing functionality
Welcome to the New Year we hope you had an enjoyable holiday season and have started 2016 off with a bang.
Xero have been working hard releasing lots of new features so you could have easily overlooked a few of the developments.
Here’s a quick look at the extra invoicing functionality released in 2015.
Linking materials to the customer
Up until recently when you purchased materials for a particular job you may have needed to make a note of it so that you could bill them out (job cards).
Missing items that should have been billed to a customer is a major source of frustration for a lot of clients.
Xero allows you to note which item can be on-billed (during the purchase phase) in order to automatically suggest these later on (during invoicing).
This should make sure you recover all the billable expenses on a job.
Another good way is to setup tracking and track a particular job’s total expenses against what you have billed.
By running a report against a tracked item, only that tracking category is shown so you are easily able to eliminate all the other figures that are not part of that job.
BDO Rotorua look forward to backing your business success in 2016.
For more information contact a Xero Hero at the BDO Rotorua office on (07) 347 9087.