“I have four young girls of my own, and I’ve enjoyed a close affiliation with their school having been the Home and School Treasurer for four years. I’ve come to understand the trials, difficulties, and challenges that schools face, and the lack of funds they have to provide the resources they want for their students. That’s where we can really help – stretching that dollar a little bit further, so Kiwi kids can get the best education possible.”
– Ben Duflou - Director, Accounting For Schools
Latest News
Managing bills just got easier! With Xero’s new Quick View functionality, you no longer need to click through individual bills or juggle multiple tabs! Now, you can view and approve bills directly from the Quick View screen. This streamlined approach is a more efficient way to stay on top of your school’s payables—ideal for schools with multiple bills to process each month. Save time, reduce hassle, and ensure timely approvals with this handy feature! To access this feature, simply click the icon on the far left under the "View" tab next to the bill you want to check, and voilà — the transaction details will pop up right there! To approve a bill, go to the "Awaiting Approval" tab, select the bill/s you want to approve by ticking the box on the left-hand side, then click the 'Approve' button.
View our Chalkboard - November 2024: - 2025 Annual Budget - 2024 Annual Accounts Preparation - New Resource Coming Soon: AFS School Revenue Handbook - Xero Tip of the Month: The Quick View Functionality Tool - Xero: Changes to the Retirement Date of Classic Invoicing - Welcome to the Team: Harpreet & Gurpreet - Looking ahead https://public2.bomamarketing.com/email/GynW
Did you know that Xero has released a new duplicate bill feature? Now, when Xero detects duplicate transactions, you’ll receive a notification on the Purchase Overview screen and on all tabs of the Bills page. You can click the close icon to dismiss the alert. To review each set of duplicate transactions, click " Review " on the notification. If the bills and credit notes are not duplicates, you can select " Keep all. " Otherwise, you can delete or void any duplicates. If a bill or credit note has already been paid, you’ll need to manually remove the payment before you can void it. If you need assistance, please call AFS. Please note that if you create bills or credit notes from a repeating bill template, Xero will not identify them as duplicates. However, it may recognise duplicates if they are created from two different repeating templates. Review identified duplicate transactions: In the Business menu, select Bills to pay . Click the menu icon, then select Review duplicate bills . Or, within the notification at the top of the page, click Review . Click the contact name, then select the bill or credit note you want to review, or click Keep all if they’re not duplicates. Review the bill fields, then select Void , Delete or Keep all . You can also review the file attachments on the bill. Click Keep all , Delete or Void . Review any other other contacts with duplicate bills.
