Dashboard
Online quoting
Hubdoc & Xero
Bank reconciliation
Sales invoices
Xero mobile app
Contacts
Purchase bills
Reports
Xero Tips & Tricks
Once you've got the essentials nailed, there are lots of other features you can use to make life easier. Here are some of our favourite tips & tricks, along with some videos covering our most frequently asked questions.
Bank reconciliation adjustments
Reconcile payments which don't match the amount in the sales invoice or purchases bill.
Set up invoice reminders
Invoice reminders are a great way to gently chase up customers who are slow in paying you.
Stripe & Xero
We love Stripe as a payment platform. Learn how to reconcile Stripe payments quickly and easily.
Trio...
helping business owners run a successful business without the overwhelm.
Contact us
Phone: 021 294 2061
Email: info@trioaccounting.co.nz
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