TIP: Using Xero and have an iPhone?

Hamish Mexted Time Saving & Processes, Xero & Addons

If you’re using Xero and have an iPhone here’s a tip – you can now setup notifications to be alerted whenever you have new transactions to reconcile in your Xero account.

This will save you constantly logging into Xero to see if the transactions for the day are there or not.

It’ll also stop you forgetting to reconcile your transactions, preventing massive backlogs building up.

To get this setup, open the Xero App.

Then go into the account you want the notifications setup for. Then select “Tell me about new transactions”:


Once you’ve selected “Tell me about new transactions” you’re on the path to staying on top of your reconciliations.

Need a hand? Feel free to give iif Chartered Accountants a buzz.