Practical insights on Xero, Salesforce, AI automation and finance technology for Australian SMEs — no hype, just what's actually useful.
Sections 1 and 2 of the Appendix 5B come almost entirely from the Xero bank feed. Section 3 does not. Here is how to classify share issues, loan drawdowns and related-party financing correctly before the 31 July deadline.
Read article →Sections 1 and 2 of the Appendix 5B are supposed to tie out exactly to the cash that moved through your bank account this quarter. Here is the reconciliation routine and the four coding errors that break the tie-out before the 31 July deadline.
Read article →Item 8.7, estimated quarters of funding, is the most-read number on a junior explorer's quarterly report. How the runway calculation works after the 2020 amendments, when the two quarter rule triggers the mandatory 8.8 disclosures, and what actually attracts an ASX query before the 31 July deadline.
Read article →The Section 1 vs Section 2.1 split on your Appendix 5B comes down to whether AASB 6 permits the cost to be capitalised. Here is the classification mapping, the three costs that generate the most errors, and the Xero GL structure that makes the decision auditable rather than recalled from memory each quarter.
Read article →The June quarter Appendix 5B is due 31 July, and the form is only as good as the Xero ledger behind it. Here is the six-step data readiness checklist to run before you open the template.
Read article →Section 6 is the Appendix 5B line most likely to generate an ASX query when it is wrong. Here is how to classify director fees and related-party payments correctly, and what the disclosure note in your quarterly activity report needs to say before 31 July.
Read article →Most ASX junior explorers on Xero are configured for cost-centre reporting, not quarterly cashflow lodgement. With the June quarter 5B due 31 July, here is the tracking category setup that changes that.
Read article →Three changes hit Australian SME bookkeeping on 1 July 2026. Most owners know about one of them. Here's what the other two mean for your business, and what to do in the five weeks before 30 June.
Read article →The June quarter Appendix 5B is due 31 July. A section-by-section guide for ASX and NSX junior explorers — operating vs investing classification, the AASB 6 capitalisation boundary, and the Section 8 runway math that triggers the 8.8 disclosures.
Read article →Every Australian SME on Xero faces the same AP grind. Here's a practical, step-by-step guide to eliminating it — from bill capture and GL coding to approval workflows and payment runs.
Read article →A March 2026 survey found 75% of AU SME finance leaders want AI automation but only 25% are using it. Here's the three blockers keeping them stuck — and how to close the gap.
Read article →On the same day, Microsoft, Salesforce, and Xero all activated autonomous AI agents. Here's what it means for AU SMEs.
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