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7 Xero Automations That Save You a Day a Month

Xero can do far more than store your numbers.
Here are seven automations that give you time back.

By Harvee Patterson, Trainee Accountant

Xero can do far more than hold your numbers. Set these up once and they save you time every single week.

  1. Bank feed rules that automatically code your regular transactions.
  2. Automated invoice reminders that chase overdue invoices so you do not have to.
  3. Repeating invoices for regular customers, raised and sent on schedule.
  4. Receipt and bill capture with Dext feeding purchases straight in.
  5. Online payments with a pay-now button on invoices, via Stripe or GoCardless.
  6. Payroll posting and pension submissions handled automatically each run.
  7. Scheduled report packs landing in your inbox every month.


None of these are difficult, but most businesses never turn them on. We set them up and tune them to how
your business actually runs.

Harvee Patterson · Trainee Accountant
Specialist at Abbeygate Accountancy. Book a call or grab a coffee to talk through your numbers.
xeroPlatinum Partner

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