When to contact us vs when to handle it yourself
How when to handle tasks independently in Xero and when to ask us for help
Knowing which tasks to handle independently and which ones need our involvement helps you stay efficient and compliant.
Handle yourself
- Raising and approving sales invoices
- Entering supplier bills and attaching documents
- Weekly bank reconciliation for routine transactions
- Chasing customer payments for outstanding invoices
- Photographing and attaching receipts
Always contact us
- Any transaction from an overseas supplier not yet set up in Xero
- An unusual or one-off transaction you are unsure how to categorise
- Any correction to a transaction in a period where a VAT return has been submitted
- Any HMRC communication, penalty notice, or compliance query
💡 Good to know: If in doubt, ask. A two-minute email to us is much better than coding a transaction incorrectly and having it affect six months of VAT returns.
Not found what you're looking for?
Please get in touch and we'll be happy to help:
Email: You can submit a request using our contact form
Phone: 020 3897 2233
Live Chat: Select the live chat icon on the bottom right