Business-Building Resources
Transition to Company from Sole Trader or Partnership
Have you got an established business as either a Sole Trader or Partnership and your Accountant has suggested you transition to a Company structure? Now, the reasons why they've suggested the switch...
Why having a Motor Vehicle Policy is important
Have you or your employees incurred fines or penalties whilst driving the company car? If so, is it clear in your business who is responsible for the payment of the fine or penalty, because if it isn't don't get caught out with arguments with employees just...
How to link your eWAY account to Xero
If you're using eWAY as your online gateway for receiving payments for your invoices, it's really important to link it with your Xero Accounting software so that you can minimise your own data entry. What are the benefits of linking eWay to your Xero online invoices?...
How To Download a CSV File from CBA
To download a CSV file to import into Xero: Log into Net Bank using a computer, go to the account you need to download a CSV for. 1. Select "Advanced search" 2. Choose date range 3. Hit search 4. At bottom of screen select "Export" 5. At the popup, select "CSV (eg MS...
How To Import Statement Lines Into Xero
1. Log in to your Online Banking, view your Bank Transactions and select the date range you need to import into Xero. 2. Export the Bank Transactions as an Excel “CSV” File. 3. Check that the CSV has a Date, Description column and that all the Credit & Debit...
How To Add a Half Day Leave Request in Xero
I don't know about you, but doing payroll can be pretty stressful. We're talking people's livelihoods and their earnings, so it's really important that you get it right. When it comes to leave requests, Xero defaults leave request days to full time equivalent. So,...
How to add my Advisor to Xero
Adding my Advisor Catalyst Plus to Xero: Welcome to the Catalyst Plus Community! In order for us to get started together, we need access to your Xero file. We've prepared an easy to follow guide on how to add Catalyst Plus to your Xero file. This is a quick guide on...
How to link your eWAY account to Xero
If you're using eWAY as your online gateway for receiving payments for your invoices, it's really important to link it with your Xero Accounting software so that you can minimise your own data...
How To Download a CSV File from CBA
To download a CSV file to import into Xero: Log into Net Bank using a computer, go to the account you need to download a CSV for. 1. Select "Advanced search" 2. Choose date range 3. Hit search 4. At...
How To Import Statement Lines Into Xero
1. Log in to your Online Banking, view your Bank Transactions and select the date range you need to import into Xero. 2. Export the Bank Transactions as an Excel “CSV” File. 3. Check that the CSV...
How To Add a Half Day Leave Request in Xero
I don't know about you, but doing payroll can be pretty stressful. We're talking people's livelihoods and their earnings, so it's really important that you get it right. When it comes to leave...
How to add my Advisor to Xero
Adding my Advisor Catalyst Plus to Xero: Welcome to the Catalyst Plus Community! In order for us to get started together, we need access to your Xero file. We've prepared an easy to follow guide on...
Avoid the Christmas Party Blues
Are you organising your business Christmas Party ? This week we investigate your obligations as an employer to protect your employees and strategies you can implement to do so. This is, after all, a...
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Transition to Company from Sole Trader or Partnership
Have you got an established business as either a Sole Trader or Partnership and your Accountant has suggested you transition to a Company structure? Now, the reasons why they've suggested the switch might be for very good tax reasons. We see many Tax Accountants are...