Xero

Online accounting software that makes life easier for small businesses.

What is Xero?

Xero is an online accounting platform that gives you greater control over your business finances with real-time access, allowing for less surprises and greater peace of mind when it comes to your accounts.

We recommend Xero as we believe that keeping your books up to date shouldn’t feel like a chore. With Xero, your financial information is easy to access and easier to understand than traditional accounting methods.

We’re proud to be a Xero silver champion partner, achieved through our expertise with Xero. We joined the partner program in 2012 and have the following Xero certifications: Xero advisor, Xero payroll and Xero migration.

Why use Xero?

Xero is the perfect modern accounting solution, as you can input, access, and keep an eye on your financial information whether you are in the office or on the move.

Whether you’re just starting out with accounting software or you’re switching from a different product, you’ll find Xero incredibly easy to use, saving you precious time.

Xero offers automated daily bank feeds, making reconciliation easy. Your bank statements are imported automatically into Xero so you won’t waste time downloading and uploading bank files manually.

 

Using Xero collaboratively

With your permission, we’ll be able to collaborate with you on your accounts using Xero. You’ll no longer have to send large out-of-date files back and forth, and you won’t have to upgrade software to be able to open the documents. Being able to view the same data at the same time means we can easily provide timely and ongoing support.

There are a huge number of add-ons that can help you to manage your business more effectively, from eCommerce through to job costing.

Xero is also Making Tax Digital (for VAT) HMRC compatible, so you can be safe in the knowledge that you are using a trusted platform. 

Here’s just some of what you can do with Xero

Connecting bank accounts

Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. A brilliant time saver! Here’s how to set things up.

https://youtu.be/7oMZLLr863U?list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ

Creating quotes

Find out how to create and send a professional looking quote to your customers using Xero. You can easily track the status of your quotes and convert them to invoices in just a few clicks. 

https://youtu.be/ZZkM1e00Kn4?list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ

 

Creating purchase orders

You can manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.

https://www.youtube.com/watch?v=d-9F4gPpCYk&t=3s

Managing expenses

Xero Expenses helps you reduce the hidden costs of processing expense claims by giving you simplified workflows, powerful control, and integrated accounting – all inside Xero.

https://www.youtube.com/watch?v=Yuf9Ivojq_Y&feature=youtu.be

Reconciling bank accounts

Once Xero is connected to your bank, reconciling is no longer a chore. See how to find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts.

https://youtu.be/98mgQvIihsA?list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ

Invoicing customers

Learn about Xero online invoicing to create and send beautiful invoices. It gives your customers the ability to pay you online – which can help you get paid faster. 

https://youtu.be/_0FZjNwdJRo?list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ

Paying suppliers

Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. See how to pay bills individually or in batches, and set up repeating bill payments.

https://www.youtube.com/watch?v=sh_udsFPtd0&t=13s

 

Managing projects

Xero Projects is a simple way to track the time and money you spend on each job. Find out how to create a project, add time and  expenses, invoice the project, and monitor its profitability.

https://www.youtube.com/watch?v=c80zgEjsSx4&t=15s

Click here to find out more about Xero.