Xero Automated Invoice Reminders

This Xero tip is aimed to help you optimize your accounting process in setting up invoice reminders. Instead of worrying about following up on your accounts receivable, let Xero take care of it for you. You can set up invoice reminders, configuring Xero to automatically send customers reminders based on how far an invoice is past the due date.

Under Settings > General Settings > Invoice Settings, you will see the Invoice Reminders button. Here, you can turn on invoice reminders. You can choose from the predetermined days past due parameters, or create your own reminder. You can even customize what each reminder email says by clicking on the Edit link. Additionally, Xero has an option to include a link to the invoice in the reminder email as well as an option to not send reminders for outstanding invoices under a certain amount. If you need to get even more specific, you can turn off reminders for a particular customer or invoice.

MYOB Capture App

Included FREE with your MYOB Essentials or AccountRight subscription, scan your receipts with our app to change the way you do your expenses.

Advantages Of Using MYOB Capture

• Cut you data entry down as the app scans your reciepts for relvant information.
• A central location means better organisation and less stress come tax time.
• No more paper!

Download the app for free.

1. Customize your Layout:

If you are more comfortable using the older version of QuickBooks and face difficulty using the new one, then — good news — you can get back the old QuickBooks look in just two steps:

• Click View –> Top Icon Bar
• Click Edit –> Preferences –> Desktop View

2. Customize Your Icon Bar:

You can choose which links appear in your icon bar. You can add, remove, or modify the icons according to your needs. So this way you can select the links which are your favourite or you use the most and thus boosts your efficiency.

a. To Remove an Icon

• View –> Customize Icon Bar.
• Select the icon you want to remove and click Delete.

b. To Add an Icon

• View –> Customize Icon Bar.
• Click Add.
• Select the desired icon from the list.  Modify the label and description.
• After that click OK.

c. To Modify an Icon

• View –> Customize Icon Bar.
• Select the icon you want to modify.
• Click Edit, make your changes.
• Click OK.

Clearing the AccountRight Cache

AccountRight stores data that makes operations faster, however this data can become corrupted and cause odd issues like missing or incorrect information.

A common troubleshooting step is to clear the cache files so that when your open AccountRight the next time it recreates the cached information and and can resolve issues.

Clearing the Cache Steps

Before continuing, please ensure that AccountRight is closed. Clearing the Cache while AccountRight is open may cause further unexpected behaviour.

1. Open your Start Menu

2. Start typing: %localappdata%

3. Open the %localappdata% folder when displayed:

4. Open the MYOB Folder

5. Open the AccountRight Folder.

6. Open the Version folder (E.g: 2020.2)

7. Open the Cache folder

8. Delete all files in this folder.

Once these files are deleted, re-open AccountRight and try running the report, or performing the operation again.