Xero Tip of the Month: Accessing Xero's Guide to New Invoicing
Sep 23, 2024
As all Xero users were automatically defaulted to the new invoicing Xero from the classic version on 2 September 2024, many of you will still be adjusting and getting used to the new system, which has replaced the classic version. We understand that adapting to new tools can take time, so we want to remind you about Xero's latest resource: Your Guide to New Invoicing.
This comprehensive course is designed to help you navigate the new invoicing features with ease. From creating invoices and adding discounts to managing payments and more, this guide covers all the essentials and advanced tips to enhance your experience.
Click the button below to access the course and get up to speed with the new system.
View our Chalkboard - October 2024: - 2025 Annual Budget - Important Notices - Reminder - New Resource: AFS Budget Brochure - Xero Tip of the Month: The New Duplicate Bill Feature - Cost Saving Strategies: Tips for Schools to Reduce Operational Costs - Looking ahead https://public2.bomamarketing.com/email/1x5n
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Since all Xero users were automatically transitioned to the new invoicing system from the classic version on September 2, 2024, many of you may still be adjusting to these changes. We understand that adapting to new tools can take time, so we want to remind you of Xero's latest resource: Your Guide to New Invoicing. This comprehensive course is designed to help you navigate the new invoicing features with ease. From creating invoices and adding discounts to managing payments and more, this guide covers all the essentials and advanced tips to enhance your experience. To access the course and get up to speed with the new system, visit the link below: https://learning.central.xero.com/student/activity/3482 ?
For At Accounting For Schools, we understand that every school is unique and may require different levels of support. That’s why our financial support options are flexible and tailored to meet your school’s specific needs. When you partner with us, we will sit down with you to identify how our services can best complement your schools in-house capabilities and develop a support plan that suits you. Over time, our collaboration can evolve to align with the increasing financial expertise within your school. As your staff gain confidence, they may wish to assume greater responsibilities with slightly reduced support from us. Conversely, if a key staff member departs, we can step in and intensify our support to minimise disruption to your accounting operations. If you haven’t yet partnered with Accounting For Schools, let’s arrange a meeting today to discuss how we can best support you and your school's evolving needs. Call us at 04 909 7729.
As all Xero users were automatically defaulted to the new invoicing Xero from the classic version on 2 September 2024, many of you will still be adjusting and getting used to the new system, which has replaced the classic version. We understand that adapting to new tools can take time, so we want to remind you about Xero's latest resource: Your Guide to New Invoicing. This comprehensive course is designed to help you navigate the new invoicing features with ease. From creating invoices and adding discounts to managing payments and more, this guide covers all the essentials and advanced tips to enhance your experience. Click the button below to access the course and get up to speed with the new system.
View our Chalkboard - September 2024: - 2025 Annual Budget - Important Notices - New Resource: AFS Budget Brochure - Xero Tip of the Month: Accessing Xero's Guide to New Invoicing - Reminder: NZPF Conference 2024 - Come and see us! - Farewell to Ben Sarten - Looking ahead https://public2.bomamarketing.com/email/1xp5
A reminder that on 12 September 2024, Xero is launching three new streamlined business plans (Xero Ignite, Xero Grow and Xero Comprehensive) and enhancing the Ultimate plan in New Zealand. These new plans are designed to provide easier access to the tools you need for efficient school financial management, with more key features included and fewer plans and add-ons to manage. With the introduction of these new plans, there will also be changes to pricing. However, If your Xero subscription is through Accounting For Schools, you will still receive our Xero Platinum Partner discount. To read all about the pricing changes and Xero's phased transition to the new plans, please refer to our latest newsletter, The Chalkboard, here: https://public2.bomamarketing.com/email/5xGQ
Great news! The Accounting for Schools Budgeting Finance Handbook is now available for download in the Resources Hub section of our website! This resource is packed with valuable insights and guidance on every aspect of the budgeting process. It highlights key financial considerations and provides a clear overview of budgeting best practice, including how to effectively allocate resources, monitor expenditure, and forecast future financial needs to ensure a balanced and sustainable budget. We’d like to thank you for your ongoing support as we continue to develop resources for you and your school. If you have any suggestions for additional resources you'd like us to explore, please email us at marketing@afsl.nz. We’d love to hear from you!
On September 2, 2024, at 9 am NZT, all Xero invoicing users will automatically default to the new invoicing version each time they log into Xero. You can still switch between the classic and new system until the extended deadline date of 20 November 2024. However, we strongly recommend transitioning to the new system as soon as possible to become familiar with its features and new interface. If you are not already using new invoicing, now is the perfect time to make the switch. By familiarising yourself with the new version now, you'll have plenty of time to adjust and get comfortable with the updated interface. To learn more about this change, including how to make the switch and details about Xero's new resource, 'Your Guide to New Invoicing,' please refer to our latest newsletter here: https://public2.bomamarketing.com/email/5xGQ To read more about Xero's new features and upcoming enhancements, visit: https://central.xero.com/.../Xero-new-invoicing-releases ?
