Your Xero account has a unique e-mail address you can forward documents to.
Sick of having to go back and find documents? Sick of printing pdf’s? Sick of uploading documents to Xero manually?
Click in to your files/folders box (shown as a heart in the picture) when logged in to Xero and you will find your Xero e-mail address (highlighted in the image).
Save this address as a contact in your e-mail system and when you get sent invoices, interest certificates, loan summaries etc. you can forward them to this address to be stored safely and people who have access to your Xero ledger (i.e. your accountant) will be able to access the documents at a later date – saving you having to go and find them again.
This is also very handy for attaching invoices to bills you need to pay in Xero.
You might also like our article on Xero Network Keys
If you would like a free consultation around how to best use Xero, feel free to book some time in either Luke or Phil’s calendar at the link Xero For Zero
![Last week we had our first business planning session for the year.
Whilst others were beaching they were learning. You do you, of course. We all need to holiday and rest.
Anyway, we spent a fair bit of the session showing the business owner that now is the time to hire and build a team.
Take that unemployment numbers!!!
This is a very sound business, and when they are ready, it is time for some leverage, processes, systems and further business development.
The business owner can't do all of this by staying on the tools themselves.
70% of businesses in NZ are 1 person businesses and a small percentage of them would actually like to hire and grow a team.
Many don't because they don't know:
- When to
- How to go about it
- If they can afford it
- Whether it is 'worth it'
- Will they have enough money to do it
- What hidden costs there are
We offer a 90-day business action plan that helps business owners break the back of this and get the clarity to pull the trigger on that next hire.
Other clients use this our 90-day business planning to break through mindsets that aren't serving them well, focus in on what is working best, break through a glass ceiling, gain clarity on how to improve profitability, understand where the money is.
Then, we put the actionable steps in place to achieve this.
This creates jobs, growth and opportunity for others. It demands a new role and skillset of the business owner too. This in turn creates growth and opportunity for others. You can see the snowball roll.
We are looking forward to seeing how far this business owner takes their business over the next 12 months.
One thing though - sadly, this business owner is hearing in circles that 'taking on team members isn't worth it'. Be careful who you let talk you out of your potential or next chapter.
Make decisions with data and logic not someones 'thoughts and feelings'.
Have a think about what you are hungry to achieve this year and what you would do if you just had further clarity of your business and the road ahead.
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