You’ve Got Xero! Where to Next?

Feb 2015

Today’s Agenda

The Xero Story

Tips, tricks and new features in Xero

Xero Add-Ons

Where to next?

Using Xero to understand business performance

The Xero Story

• Global Leader in online accounting

• Made in New Zealand

• 371,000 + paying customers

• 1000 + staff globally

• Dual listed on NZX & ASX (Initially raised 50m including Facebook

investor Peter Thiel & Craig Winkler (ex MYOB))

• Unlimited users with different roles

• Bank feeds from 5000 + institutions

Who is Xero ?

371,000 plus customers

Kiwi thru and thruWellington HQ

• Online accounting software

• Access anywhere in the world via the cloud

• Connects you with your accountant

• Looks after your back ups

• Upgrades are included and are done automatically

• Helps you understand your finances

Why choose Xero

• How much money do we have?

• Who’s paid us?

• Who do we owe money to and when?

• Who owes money to us and when?

• Where is our money going?

• How much money are we really making?

How do you currently answer these questions?

Login anytime, anywhere on your Mac, Windows, iPad, iPhone or Android.

The changing landscapeAnywhere, anytime and on

anything!

•100% online

•Unlimited Users

•Upgrades

•“Live” bank feeds

•Single set of data

•Smoothes workflow

•Grows with your business

Xero in a nutshell

Recent Upgrades

• Purchase Orders• Sales Quote• Smart Lists• Batch payments and deposits• Files• Expense claims – changes with mobile• General tips• Xero U / Xero TV

What if Xero isn’t enough?

Add-On Marketplace: Making your life easier

Industry FavoritesJob Management

Point of SaleStock and Warehousing

Where to next?

Promised new features coming soon in Xero

Payroll Business Performance Dashboards

Using Xero to understand business performance

Business Essentials CourseStruggling to make sense of the numbers in your business?

Business Essentials Course 201510 Steps to understanding the numbers in your business.Registrations open now.Courses starting in Pukekohe and Tauranga starting 12th March 2015

Þ10 fortnightly sessionsÞLearn Key financial toolsÞFocus on practical application

ÞPresented by experienced business advisorsÞApply tools to your business as you learnÞSmall, interactive groups

You don’t have to have a degree in finance to run a business. But you do have to understand the numbers.

Register before 23rd February and

receive a free Business Health Check valued at $1,500!

Any questions?