Top tips for Xero users
Top tips for Xero users September 2017
In this edition of Top Tips we show you just two ways in which connecting apps with Xero can drive profitability, better business outcomes and save time.
Connections in the cloud We all love how easy Xero is to use and the time it saves us when it comes to the financial side of the business but what you may not know is that there are now hundreds of apps that you can add to Xero to save you even more time. When you connect these cloud apps – that is when the real accounting magic happens. Because the data is all real-time, it makes collaborating easy.
Invoicing Harvest gives simple time tracking, powerful reporting and quick invoicing. It automatically copies your invoices over to Xero, emails them to your clients, sends payment reminders and integrates with Stripe and PayPal to let your clients pay online in seconds.
It gives a great bird’s-eye view of all the invoices you have created and shows any open invoices that you might need to follow up. The invoice graph gives you an overview of your revenue for the year, and the filters let you report on a particular client or timeframe.
Expenditure Have you been spending hours imputing expenses into your accounting software? Have piles of paperwork and receipts? Receipt Bank can change all of that in three easy steps: 1.
Take 10 minutes to send photos or documents to Receipt Bank to be processed
2.
No duplication or lost information as all data is saved securely in the cloud. Receipt Bank will scan and extract all the information needed
3.
Publish to Xero and you will have saved hours of your valuable time
So where to start? Xero’s App Marketplace is a great place to start. You can search by function or app category to find the right tools to help your business, and you can sort by most popular, latest or A-Z. The Marketplace also shows reviews and the star rating its users have given the app. If you need any further help with getting connected or want some advice on the best apps, please get in touch at [email protected].
Need more info? Contact us at [email protected] or visit our online accounting page at http://www.krestonreeves.com/services/online-accounting
Improving your cash flow using Xero – come to our event for business owners Jake Standing, Business Advisory Senior Manager, assisted by a selection of our Xero Champions, will be presenting a course for business people at the Centre for Leadership, NB Met, Broadwater Road, BN14 8HJ, Worthing on 11 October; to help business owners who wish to improve cash flow and free up time through Xero. To learn more about the course, or to book a place, click here.
Kreston Reeves have made every effort to ensure accuracy at the time of publication. Information may be subject to legislative changes. Recipients should note that information may not reflect individual circumstances and should, therefore, not act on any information without seeking professional advice. We cannot accept any liability for actions taken or not taken as a result of the information given in this factsheet. Kreston Reeves LLP (registered number OC328775), Kreston Reeves Financial Planning Limited (registered number 03852054), Kreston Reeves Private Client LLP (registered number OC342713) and Kreston Reeves Corporate Finance LLP (registered number OC306454) all operate under the Kreston Reeves Brand and are together known as “Kreston Reeves”. Any reference in this communication or its’ attachments to “Kreston Reeves” is to be construed as a reference to the Kreston Reeves entity from which the advice originates. All entities are registered in England and Wales, and the registered office address is 37 St Margaret’s Street, Canterbury CT1 2TU. Further details can be found on our website at www.krestonreeves.com.
Website: www.krestonreeves.com Email: [email protected] Top tips for Xero users September 2017 © Kreston Reeves
In this edition of Top Tips we show you just two ways in which connecting apps with Xero can drive profitability, better business outcomes and save time.
Connections in the cloud We all love how easy Xero is to use and the time it saves us when it comes to the financial side of the business but what you may not know is that there are now hundreds of apps that you can add to Xero to save you even more time. When you connect these cloud apps – that is when the real accounting magic happens. Because the data is all real-time, it makes collaborating easy.
Invoicing Harvest gives simple time tracking, powerful reporting and quick invoicing. It automatically copies your invoices over to Xero, emails them to your clients, sends payment reminders and integrates with Stripe and PayPal to let your clients pay online in seconds.
It gives a great bird’s-eye view of all the invoices you have created and shows any open invoices that you might need to follow up. The invoice graph gives you an overview of your revenue for the year, and the filters let you report on a particular client or timeframe.
Expenditure Have you been spending hours imputing expenses into your accounting software? Have piles of paperwork and receipts? Receipt Bank can change all of that in three easy steps: 1.
Take 10 minutes to send photos or documents to Receipt Bank to be processed
2.
No duplication or lost information as all data is saved securely in the cloud. Receipt Bank will scan and extract all the information needed
3.
Publish to Xero and you will have saved hours of your valuable time
So where to start? Xero’s App Marketplace is a great place to start. You can search by function or app category to find the right tools to help your business, and you can sort by most popular, latest or A-Z. The Marketplace also shows reviews and the star rating its users have given the app. If you need any further help with getting connected or want some advice on the best apps, please get in touch at [email protected].
Need more info? Contact us at [email protected] or visit our online accounting page at http://www.krestonreeves.com/services/online-accounting
Improving your cash flow using Xero – come to our event for business owners Jake Standing, Business Advisory Senior Manager, assisted by a selection of our Xero Champions, will be presenting a course for business people at the Centre for Leadership, NB Met, Broadwater Road, BN14 8HJ, Worthing on 11 October; to help business owners who wish to improve cash flow and free up time through Xero. To learn more about the course, or to book a place, click here.
Kreston Reeves have made every effort to ensure accuracy at the time of publication. Information may be subject to legislative changes. Recipients should note that information may not reflect individual circumstances and should, therefore, not act on any information without seeking professional advice. We cannot accept any liability for actions taken or not taken as a result of the information given in this factsheet. Kreston Reeves LLP (registered number OC328775), Kreston Reeves Financial Planning Limited (registered number 03852054), Kreston Reeves Private Client LLP (registered number OC342713) and Kreston Reeves Corporate Finance LLP (registered number OC306454) all operate under the Kreston Reeves Brand and are together known as “Kreston Reeves”. Any reference in this communication or its’ attachments to “Kreston Reeves” is to be construed as a reference to the Kreston Reeves entity from which the advice originates. All entities are registered in England and Wales, and the registered office address is 37 St Margaret’s Street, Canterbury CT1 2TU. Further details can be found on our website at www.krestonreeves.com.
Website: www.krestonreeves.com Email: [email protected] Top tips for Xero users September 2017 © Kreston Reeves
