CASS - Giving You More Than Numbers - S2 E2: Getting More From Xero (Without Living in It)

Episode Description:Ever logged into Xero, clicked around for five minutes, and thought... "I'm not sure that helped"?Xero shouldn't be a place where receipts go to die and VAT returns get submitted. Used properly, it should tell you exactly how your business is doing — and what to do next.In this episode, host Paul Barnes is joined by Paul McKay (Senior Account Manager Lead, Xero UK) and Tim Maycok (Group Finance Director, Allect) for a practical, jargon-free guide to getting real value from Xero — without logging in every five minutes.In this episode, we cover:What businesses using Xero well are actually doing differentlyThe 4 most powerful reports inside Xero that every SME owner should knowWhy Aged Receivables tells you more than your turnover ever willThe most common Xero mistakes that quietly hide problems — from poor coding to unreconciled bank itemsWhy "money in the bank" is the most dangerous metric to rely onWhen Xero is enough — and when you need something more around itYour challenge from this episode: Open your Aged Receivables report today. How much of your sales are over 30 days old? If it's more than 25% — that's not an accounting issue. That's a behaviour issue.Whether you're a long-time Xero user or still finding your feet with it, this episode will help you turn the software from a filing cabinet into a decision-making tool.💬 Send us the one report you're going to start checking monthly — and we'll hold you to it.📧 [email protected]🎙️ Giving You More Than Numbers — the CASS Business Support Podcast