Tag Archive | Cloud computing
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.

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 25, 2012  

Quoting and Xero Add On Solutions

There are two new cloud based softwares for quotes and sales proposals these are QuoteRoller and Quotient. They are both more suited to submitting sales proposals, enabling you to set up templates to be used emailed to the client and accepted electronically.  Upon acceptance they integrate with Xero to create the sales invoice, so no doubling up of work! They both have different pricing plans and both with the ability to try them out for free first.

We can help you to pick which once would best suit your business needs so contact us today.