Stay on top of your bookkeeping and cash flow using Xero—wherever summer takes you.
When summer finally arrives, the last thing you want is to be glued to your desk reconciling bank transactions or chasing unpaid invoices.
But as a small business owner, completely switching off isn’t always practical—unless you’ve set yourself up for success.
The good news? With Xero, you can enjoy your well-earned break while keeping your business finances running smoothly in the background.
Here’s how to use Xero Accounting Software to stay in control, even when you’re miles from the office.
1. Go Mobile with Your Bookkeeping
Whether you’re poolside or at a campsite, Xero’s mobile app gives you instant access to your accounts. You can:
- Check bank balances in real-time
- Send or approve invoices
- Capture receipts on the go using your phone camera
- See who owes you and when it’s due
This means no stack of receipts to sort out when you return—and fewer nasty surprises from forgotten bills.
2. Automate Before You Go
Before you set your out-of-office reply, let Xero do the legwork.
- Set up repeating invoices for clients you bill monthly.
- Automate payment reminders so clients pay on time—without you lifting a finger.
- Create bank rules that automatically categorise transactions, keeping your books tidy in your absence.
It’s the easiest way to keep things moving while you’re not at your desk.
3. Delegate Safely with User Permissions
You might be away, but your team is still around. Xero lets you assign tailored access to trusted staff or bookkeepers.
- Grant admin staff access to create and send invoices
- Share “read-only” access with advisors or directors
- Maintain control over sensitive data with detailed permissions
This means others can handle the essentials—without needing to call you on holiday.
4. Book a Quick Xero Health Check
Before you clock off, it’s smart to check your Xero is clean and up-to-date.
- Are your bank reconciliations complete?
- Has VAT been submitted?
- Are your payroll and pensions sorted?
RixGreen can help with a Xero Health Check to spot any lurking issues—from wrong tax codes to duplicate transactions—so you can relax knowing your records are accurate and compliant.
5. Stay in the Loop with Dashboards and Reports
You don’t need to bury your head in spreadsheets to stay informed.
Xero’s dashboard shows you:
- Cash in the bank
- Upcoming bills
- Outstanding invoices
Set up automatic reports to arrive by email—perfect for a quick morning glance that keeps you informed without dragging you back into work mode.
6. Plan for a Smooth Return
When you’re back from holiday mode, give yourself a quick financial reset:
- Run your Profit and Loss report to review performance
- Check overdue invoices and follow up with clients
- Use Xero Projects or Tracking to monitor team activity if others were covering for you
It’s about getting back into the swing—without the stress of catching up on weeks of missed admin.
Enjoy Your Summer—With Confidence in Your Numbers
Time off should refresh you, not create new stress.
With a few simple setups in Xero, your bookkeeping can practically run itself.
That means fewer surprises, faster follow-ups, and more confidence that everything’s under control—even if you’re not.
Need Support Setting Up Xero for the Holidays?
Whether it’s automating tasks, setting up user access, or doing a pre-holiday health check, RixGreen is here to help.
We offer bespoke Xero training and ongoing support so you can enjoy peace of mind, not paperwork.