The Pilot GO team have identified a number of Xero tips and tricks to help clients save time and streamline their processes. These are outlined in our easy to follow videos below.Pilot GO advisors have one goal – to help you grow your business with confidence. Our team of specialist advisors can help you streamline and automate tasks while giving you access to business insights and real-time data to make informed business decisions.
Introduction to Xero
Setting credit limits for customers
Setting up automatic invoice reminders
Automatically coding bank transactions
Repeating invoices and bills
Inbuilt calculator in Xero
Using ABA files to pay wages and make bulk supplier payments
If you would like help using Xero, please contact your Pilot GO advisor or Janelle Kiernan on 07 3023 1300.