About the author

Greg Lam

Greg Lam is a passionate small business guy who loves technology and automation. He holds a BBA from Simon Fraser University, Canada. He's a Certified QuickBooks ProAdvisor, Certified Xero Partner, and Kashoo MVP. His business interests are focused on online accounting and how it can be used to streamline and automate a company’s accounting processes. He currently lives in Tokyo, Japan.

Greg operates the Small Biz Doer website, an "Entrepreneur's Guide to Small Biz Bookkeeping." He is the author of Online Accounting Software: Finding the Right Match, published by The Sleeter Group.

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2 Comments

  • Now we just need to convince Xero to also show the register balance including all future-dated transactions on the dashboard. Then we can use Xero much more efficiently to manage cash flow.

  • I’m curious how many others are blown away that Xero doesn’t have a single report* or LIST view in the entire program that shows both sides of a transaction in a single row. For instance, that money was spend in bank account x, and it was allocated to computer expenses. The only time you can ever see this is as you are coding the transaction, after that the two sides of the transaction are never to be seen together again, without clicking into every single transaction individually.

    *The journal report does show both sides, but breaks every journal entry into 3 or 4 rows and is useless for quick scanning of accounts.

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