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January 22, 2015  

Quoting now in Xero

The latest release of Xero now has quotes! In the past if you wanted to do a quote you had to create a Draft Sales Invoice and set up an invoice template for quotes so that it would print with the word “Quote” on it.  So now along with Purchase Orders, Quotes can be created, sent and managed direct within Xero.

Once a quote has been created and accepted by the client, with a couple of clicks it can be turned into an invoice, so no rekeying of information onto the invoice.

Quotes can be accessed from the Sales Dashboard. Xero is still working on refining the quoting system even more so that in the future the customer will be able to view and accept the quote online. You can read more on the release from the Xero Blog.

June 21, 2013  

Converting from MYOB to XERO

Are you using MYOB and want to switch to the cloud with Xero? There are a lot of factors to consider with converting from MYOB to Xero:
  1. What date are you going to convert from? – you can’t pick a random date, you have to think about BAS returns
  2. Do you want to keep your existing MYOB chart of accounts (account codes) or is this now the time to start fresh with how you have always wanted them to be?
  3. Do you have unpaid creditor (accounts payable) invoices which were entered in MYOB? These need to be entered into Xero too so that they can be paid.
  4. Do you have unpaid debtor (accounts receivable) invoices? These need to be entered into Xero as well.
  5. Are all of your bank accounts reconciled? and can you start bank feeds from the same date as your conversion date?
these are only a few things that need to be considered, there are many more as well.  As you can see you can end up spending a lot of time which is spent with any software converting from one to another.   Just remember the long term benefits of switching to Xero will outweigh these short term costs.
To make sure that your Xero file is set up correctly e-accountant can do the work for you, for a flat fee have a look at our Xero Setup and Training Prices.
If you are using payroll in MYOB ask us to quote on converting your payroll over to Xero as well.
June 18, 2013  

Xero Training & Support – Perth Based

xero logo

xero logo (Photo credit: xeroaccounting)

Xero is a great accounting software, however the information that is entered will only be as good as the person entering it!

It’s important to make sure that you fully know how to use Xero, whether you have used another accounting software like MYOB and have converted to Xero or are using an accounting software for the first time make sure you know how to use it first.

It won’t necessarily cost you a lot of money to get training, and if you know how to enter data into Xero correctly then it will save the costs which are incurred in having someone come and fix your transactions at a later date.

My first  place for training which I refer my clients to is the FREE (my favourite word and I’m sure yours too!) online Xero customer training. These are in the form of live webinars where you can ask questions directly and which are answered on the spot, or a recorded video which can be watched any time.  The Xero Customer Training covers Setting up your business on Xero, Setting up Xero Payroll and more.
Once you have done these training because they are a general training with an overview of Xero I can do a one on one training with you where we use your live Xero and enter in actual transactions specific for your business. Things that can be covered include:
  • Entering invoices
  • Emailing invoices & customer statements
  • Setting up Payroll
  • Preparing a Payrun
  • Bank Reconciliation
  • Fixed Asset Register
  • and more….
Training can be initially when you set up Xero, or on an ongoing basis, and can be based from your office or online using screen sharing.  You might have Xero setup and maintaining your accounts yourself but as the year goes on you encounter new scenarios and need help on how to do this.
You may also just need some Support for a specific issue or transaction that you are trying to record in Xero.  The first place you should always visit is the Xero Business Help Centre, this is constantly updated by Xero when there are new releases and has step by step instructions on how to process within Xero including videos.
Alternatively you can contact me at e-accountant where I can put you onto a monthly support plan to help with regular queries or can help you with one off queries. Or even contact your own regular Tax Accountant. The charge of half an hour and making sure it is done right will be a lot better than the charge of 3 + hours of myself or your accountant trying to fix any mistakes because you didn’t ask for help!
June 12, 2013  

Xero Setup & Training

As we are drawing to the close of the 2013 financial year, before the year end it is a good time to look at planning for the 2014 financial year.  One of the biggest things that a small business owner will be thinking about is how their bookkeeping was done this year and how far behind they are, and that they want to be on top of things for the next financial year.

It is this time of year which is the best time to look at using a new accounting system, and we recommend using Xero. Whether you were using Microsoft Excel or MYOB to maintain this years accounts, we can help to setup Xero and convert your existing account balances and transactions across.

If you have heard about Xero and want to know more about it and how it can help you to manage your business contact us and we can get together for a free no obligation “Coffee & Chat” to discuss how Xero works and how it can make your bookkeeping easier.

Check out our Xero Setup & Training Prices to get you up and running and also ourMonthly Pricing Plans which include your monthly Xero subscription and take all the hassle out of doing your books yourself.

June 3, 2013  

Spanner Planner – Online Autoshop Management System

Looking for an online autoshop management system to run your business? Then you should check out Spanner Planner.

Spanner Planner will enable you to:
  • Invoice your customers
  • Track your staff time to jobs
  • Send service reminders to customers
  • Manages stock & ordering
What’s even better is that Spanner Planner integrates with Xero, which means:
  • No double handling of accounts related data
  • Payments & invoices made in Spanner Planner are automatically imported into Xero
  • Customers & Suppliers are automatically synced between Spanner Planner & Xero
Which makes keeping your business books easy!
Spanner Planner offers a 30 day free trial, so that you can check it out first and see how it will save you time to concentrate on making money rather than spending time tracking it as Spanner Planner & Xero will do this for you.
Spanner Planner isn’t just for the automobile industry but also, bicycles, boats and trucks.
Contact us to find out how Spanner Planner & Xero will work for you.
May 27, 2013  

Xero helps you to get paid faster

Xero has released a new update today which is Payment Services, which will allow you to get paid faster by your customers. What this means is that if you are signed up to one of the Payment Services supported, customers will be able to pay you immediately when they receive your online invoice, by clicking the “Pay Now” button. Not only will you get paid quicker, but it will also mark the invoice as paid in Xero.

The new Payment Services which are available for Australian Xero customers are:

  • eWay (to be released in a few weeks), and
  • DPS Payment Express
You can still continue to use PayPal to receive payments just like previously if your business isn’t large enough to set up one of the above.
Check out Xero’s video on how it works below, and read their blog post to find out more information.
April 26, 2013  

How to check your employees have the right visa to work in Australia

So you want to employ someone to work in your business, it is your responsibility to make sure you are employing a legal worker.

A legal worker is an Australian citizen, permanent residents & People in Australia with valid visas which allow them to work, this includes New Zealand citizens. Penalties apply if you employ a worker who does not have a valid visa to work in Australia. It is your responsibility to make sure that they do have the correct visa.
The Department of Immigration & Citizenship has a new webpage which allows you to once you have asked the worker for consent to check their visa details on Visa Entitlement Verification Online (VEVO). This allows you to then employ the worker with the knowledge that they have the correct visa, and if they have limited work rights you know what these are and only employ them within these rights.
Once you know that they are a legal worker we can help you with setting them up in Xero Payroll.
September 20, 2012  

Help my Xero opening/conversion balances aren’t saving & updating!

In the last week there have been two requests from clients who have tried to change their opening balances of accounts and it won’t save and update for them.

The reason for why the accounts balances aren’t updating is because, the accounts payable and or accounts receivable balances don’t match the opening Payable and Receivable invoices entered.  Xero requires all unpaid invoices whether they are to be received or paid to be entered prior to the conversion date, and the total of these much match to the dollar and cent the opening balance which is entered for the accounts.

Need more help on this, join the conversation.

May 25, 2012  

ShoeBoxed now comes with our packages

From 1st May 2012 all new clients who sign up to Xero with us will include ShoeBoxed as part of their monthly charge on Bookkeeping + or higher packages.
So what is ShoeBoxed and what does it mean for you?
ShoeBoxed how it works
April 30, 2012  

Vinsight – Wine Making Software

Vinsight is an online cloud based app for wine makers, which helps to report on the vineyard, winery and warehousing operations, with monthly pricing plans to suit your needs.  Vinsight integrates with Xero, so no doubling up of work, as invoices and purchases can integrate automatically in Xero.

 

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