Xero Software - How we can Help You
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Transcript of Xero Software - How we can Help You
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xerocloud accounting software
presenter: Steven Kassulke
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current software and systemswhere at now?
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cloud accounting softwarebenefits
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save time – freeing you up for more customer time, or personal time
simplify your record keeping – so you can see your financial position clearly
increase the accuracy of your records – to minimise BAS reporting errors, etc.
access anywhere, anytime – “cloud” computing. available on certain devices also
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save time – freeing you up for more customer time, or personal time
simplify your record keeping – so you can see your financial position clearly
access anywhere, anytime – “cloud” computing. available on certain devices also
increase the accuracy of your records – to minimise BAS reporting errors, etc.
xeroexperiences so far…
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“xero is going really well, I am sure there are tips and tricks I could improve on ... Even now, though, it is really good, simple, easy, and my coding reports are going much quicker. The interface with my invoicing is also AWESOME.”
O’Connells OBM:•Improved automation of accounts payable and coding•Ability to develop helpful management data – for monthly meeting
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your choicehow to use the software
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key features driving the benefits
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data feeds - enters bank transactions directly from bank
in-built smarts / rules / memorisations - to help with bank reconciliation process
tagging concept - smart internet banking = less data entry
dashboard screen – one page with all key data
invoice creation / expense items - functionality similar to MYOB
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making the switchinformation + timing
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suggested timing:-Cut over date – end of a quarter once finalised the BAS – to kick start from 1st of next quarter
Some of the information required:
CSV file
current accounting software file
bank account / credit card details
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implementationhow we can help
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set-up - bank feed, chart of accounts, history
configure - rules / automatic coding items to get software functioning efficiently
train - smarts around Internet banking and driving efficiencies through this software
support – offer ongoing support and assistance
review – bed down and iron out 3 months later
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pricingset-up + software
please contact us
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?Are you: •Interested in seeing a demonstration?•Wanting to know how the software would be applicable to you and save you time?•Wanting to transfer over to Xero?
Feel free to contact:Steven KassulkeSenior AdviserP: +61 7 3233 [email protected]