“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
Go Paperless with Xero’s File Inbox Feature! Ditch the paper trail and switch to Xero’s File Inbox, a convenient and efficient document storage solution. This feature allows your school to move away from traditional archiving methods while enhancing both organisation and document accessibility. While this feature doesn’t replace Google Drive (we still prefer you to upload the information needed for monthly Management Reports and annual accounts to the AFS Google Drive folder), it offers a secure and accessible place to store your school’s documents, such as lease agreements, supplier contracts, and insurance policies—all in one easy-to-access location. In your Xero file library, you’ll find an Inbox and a Contracts folder, with the option to add any additional folders you may need. You can upload files directly to the file library or email them straight to the Inbox folder. To access your Xero inbox and create a folder: Click your organisation name, then select Files. Click the "+ New Folder" option on the left hand side Name your folder, then click save. To email a file into your Xero inbox: Click your organisation name, then select Files. Copy your unique Xero files email address (found in the upper right section of the Files Library). Add the email address to your email, attach your file and send. Move the file out of the Inbox folder and into another folder if you want it to be available permanently. Or upload by: Click the organisation name, then select Files. (Optional) Select a folder to upload the file to. Click Upload File, then select your file. Alternatively, you can drag and drop an attachment from your computer into the Files screen Extra Tip: naming the files before you send them to Xero will save time filing them to folders
View our Chalkboard - December 2024: - Merry Christmas & AFS Out-Of-Office Dates - End of Year Preparations - Important Notices - Xero Tip of the Month: Utilising the Xero Files Feature - Reminder: Xero Assistance Programme (XAP) - Looking ahead https://public2.bomamarketing.com/email/Ve46
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.
