Top Banner
xero cloud accounting software presenter: Steven Kassulke
16

Xero Software - How we can Help You

Nov 15, 2014

Download

Technology

Take advantage of a cloud based accounting system and reap the benefits of real time data, automatic bank feeds, online collaboration with your adviser and much more.
Our trained Xero business advisers are able to get you started sooner and ensure you use the software and available add-ons to their full potential. For more information please contact us.
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Xero Software - How we can Help You

xerocloud accounting software

presenter: Steven Kassulke

Page 2: Xero Software - How we can Help You

current software and systemswhere at now?

Page 3: Xero Software - How we can Help You

cloud accounting softwarebenefits

Page 4: Xero Software - How we can Help You

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

Page 5: Xero Software - How we can Help You

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…

Page 6: Xero Software - How we can Help You

“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

Page 7: Xero Software - How we can Help You

your choicehow to use the software

Page 8: Xero Software - How we can Help You
Page 9: Xero Software - How we can Help You

key features driving the benefits

Page 10: Xero Software - How we can Help You

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

Page 11: Xero Software - How we can Help You

making the switchinformation + timing

Page 12: Xero Software - How we can Help You

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

Page 13: Xero Software - How we can Help You

implementationhow we can help

Page 14: Xero Software - How we can Help You

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

Page 15: Xero Software - How we can Help You

pricingset-up + software

please contact us

Page 16: Xero Software - How we can Help You

?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]