“What our schools say”
“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
Xero’s “Copy to Draft Invoice” feature is a useful time-saver when creating similar invoices, especially during busy term periods. If your school regularly creates similar invoices, such as for activity fees or uniform charges, you don’t need to start from scratch each time. Copy an existing invoice, then update the details for the new one. How to use “Copy to Draft Invoice” in Xero Go to Business → Invoices Open an invoice that is similar to the one you want to create Click Options / More options Select Copy to Draft Invoice Xero will generate a new draft invoice based on the original Update the relevant details (contact/student, date, description, amount) Check coding and details are correct Save or send the invoice as normal It’s a simple way to reduce manual entry and keep similar invoices consistent. Always review the copied details before sending , especially when invoicing a different contact.
View our Chalkboard - October 2026: - 2027 Annual Budget - Upcoming Budget Webinar for Schools - 29 October 2026 - Important Notices - Xero Tip of the Month: Save Time With “Copy to Draft Invoice” - Behind the Numbers: The Management Reporting Process - Looking ahead https://public2.bomamarketing.com/email/Xlyr
A simple but highly effective habit in Xero is consistently using the reference field when entering invoices, bills, or bank transactions. While it’s often overlooked, it can make a big difference when it comes to finding and identifying transactions later on. For schools managing a high volume of activity such as trips, donations, suppliers, and term-based billing - consistent reference naming helps keep everything easier to track and search. How to use the Reference field in Xero: 1. When creating an invoice or bill, locate the Reference field 2. Enter a clear and consistent description, such as: “Term 2 Trip – Year 6 Camp” “Stationery Order – June 2026” “Donation – PTA Fundraiser” 3. Save or approve the transaction as normal 4. Use the search bar later in Xero to find transactions by reference Using consistent references makes it much easier to locate specific transactions quickly, especially when reviewing reports, answering queries, or preparing for audits. It also improves clarity across the finance team and supports more efficient reconciliation and reporting.
