Hubdoc and Xero

Uploading invoices via Hubdoc

Hubdoc is the tool we use to read your tax invoices and create bills in Xero. You can either email your invoices to Hubdoc or use the Hubdoc App to upload them. Once uploaded the magic happens and the invoice is automatically read and input into Xero as a bill. Note: It takes about 3[…]

Authorise Xero Auto Super Batch Payment

Authorise Xero Auto Super Batch Payment Once your bookkeeper has prepared your Superannuation batch payment a Xero Auto Super transaction will be created. We will let you know that we have prepared your Auto Super payment, however, you will also receive an SMS from Xero with an approval code. When your receive the SMS do[…]

Link GMail to Xero.

Invite All Sorted to be your Xero Advisor

Xero Advisor Access With Xero advisor access we are able to provide better support and more effectively manage your accounts. It also provides us with additional functionality that can add significant value to your business.   In relation to privacy, our bookkeeping agreement with you contains a confidentiality agreement which ensures that anything we see[…]

Processing a foreign currency bill payment in Xero

Processing a foreign currency bill payment in Xero Note: Foreign currency bill payments can only be processed if you have a Xero package that the includes multi-currency option Overview When a bill is created in Xero, via Autoentry the system provides an estimated currency exchange rate. However, this is always different to what your bank[…]

Register for Xero Auto Super Payments (SuperStream)

Register for Xero Auto Super Payments (SuperStream) Xero’s Auto Super allows you to use the Governments SuperStream platform from with Xero. Using Auto Super allows your bookkeeper to generate batch payments to send your employees super contributions electronically from your registered bank account to their nominated super fund. Xero will deduct the payments directly from[…]

Business Activity Statement (BAS Return)

Business Activity Statement (BAS Return) We have automated the submission of your business activity statement. Consequently, the submission process is sped up, the risk of errors is minimised, cost is reduced and you will be more likely to meet  your compliance obligations. If your business is NOT registered for GST you do not have to submit[…]

Invite All Sorted to be your Quickbooks Accountant

Send an invitation for All Sorted to become your Quickbooks Accountant To be of most benefit to your business, we ask you provide us with Accountant access to Quickbooks. This allows us to provide better support and allows us to effectively manage your accounts.   In relation to privacy, our bookkeeping agreement with you contains[…]

Estimate income tax

Estimate income tax We encourage clients to estimate income tax (PAYG tax) and set aside money each month for income tax. This is so that you can be confident that funds will be available when your income tax is due to be paid. These instructions demonstrate how to estimate the amount of tax to set[…]

Email forwarding for Gmail

Email forwarding for Gmail You probably receive invoices from regular suppliers. In that case, these instructions will explain how to set up a Gmail filter that automatically forwards selected emails to your All Sorted invoice email address. Therefore automatically uploading the invoice to Xero Create a Gmail filter Click here to open your email account in a[…]

Setting up Autoentry

Setting up Autoentry All Sorted Business Services provides Autoentry to all clients at no cost. The system automates the creation of invoices and receipts which reduces your bookkeeping costs, improves the accuracy of your data and ensures that transactions are entered in a timely fashion. Your bookkeeper will set up Autoentry, set up an account[…]

Auto reconcile Stripe

How to Auto-reconcile Stripe in Xero?

Using Auto-reconcile Stripe transactions? For clients using Stripe we set up a process to auto reconcile stripe payments and fees. The result is a much more efficient reconciliation process and reduced errors. Below is a demonstration of how the auto-reconciliation works. If you have any questions or would like us to set this up for[…]