I believe that at the centre of any business are the finances and ultimately this means the bookkeeping package that you use to record the day to day transactions that will provide the business with its financial reporting.
In the past this software package has been desktop based and has been a little disconnected from the rest of the businesses systems. This is because it was always loaded onto one PC, usually the bookkeepers with little or no access to it for the rest of the staff. This has meant the most important information in the business, the numbers, have been difficult to access.
Xero has changed things for the better, because its cloud based with unlimited users Xero releases the financial data from the bookkeepers computer and can be accessed from any internet connected device or computer.
This means the financial performance of the business is put before the decision makers in real time and can be referred to where they are.
Ease of Use
In addition to the above Xero has made it a priority to streamline the complex and make the process as easy and as time saving as possible. In fact we are 50% more efficient using Xero than before and have passed these savings onto our clients. If you employ you own bookkeeper or, god forbid, do the bookkeeping yourself what would you do with that extra time?
Connecting Apps
What’s more this essential piece of software can be connected to other cloud based software to give you a connected business.
Why is that important?
This is important because a level of connectivity previously only limited to the large company with £10,000’s to spend can now be enjoyed by any small company. For example you can now link your website, your database, your stock fulfilment and your time tracking software to your bookkeeping package seamlessly.
In fact there are 100’s of add ons to choose from so you are more likely to find one that suits your business. Here is a list of some of the key Add Ons to Xero that could change your business for the better. A full list is available here: www.xero.com/uk/add-ons/
Work Flow Max
A Xero owned product. Comprehensive online job management solution that pushes sales & purchase invoices, tracking information and contacts into Xero.
Work Flow is great helping a business get organised and systemised but helping the flow of jobs through the system. If your work is time based then Work Flow will help improve the capture of time and increase billing. Because Xero own Work Flow Max they link seamlessly.
www.workflowmax.com/xero.aspx?referral=Xero
Capsule CRM
A simple online CRM used by thousands of businesses worldwide. Capsule integrates seamlessly with Xero to provide a complete picture of your customers.
This is a great start to CRM linking with Xero you can sync your contacts and notes. It has some great features such as the ability to email updates to it. If you need a database of customers this is a great option and with a free version for up to 2 users it’s a great way to start.
http://capsulecrm.com/addons/xero
Unleashed – Inventory Management
Unleashed provides online inventory software for Xero, allowing accurate costs, margins and stock control. Integration with Xero is seamless and easy.
Tracking stock is one of the more difficult things to get right, bookkeeping packages aren’t very good at it now there is a low cost specialist solution to do this fiddly job.
Harvest – Time Tracking
Simple time tracking, powerful reporting, and quick invoicing. Trusted by over 10,000 businesses in more than 100 countries.
If you business requires you or your team to record time then Harvest may be the solution for you. Once set up it makes it easy to record time from your PC or on the go, allocate it to customer and raise an invoice.
Finally One Saas
OneSaas connectors allow you to integrate Xero with a growing range of other specialized online software to manage all aspects of your business.
Not really a solution on its own this lets you connect several pieces of software together so if you have a software that you want connect then Once Saas May help. One Saas integrates nearly 50 products including eBay, salesforce, shopify, mail chimp, eventbrite etc.
www.onesaas.com/integrate/xero
The Xero Experts
We have been working with Xero for 4 years and become Kent’s Xero Experts. We are accredited partners and approved trainers.
We can help you get the most out of Xero with Training, Conversion and Support. Have a look at ww.accsysltd.co.uk/xero-services/ for more information.
If you would like to talk about how we can help you with your Xero Journey call on 01622 671 835 or to find out more visit The Kent Xero Experts
