+ All Categories
Home > Documents > xeropresentationtoclients-xerosoftware-140123171529-phpapp02.ppt

xeropresentationtoclients-xerosoftware-140123171529-phpapp02.ppt

Date post: 03-Oct-2015
Category:
Upload: harrytendulkar
View: 4 times
Download: 0 times
Share this document with a friend
Popular Tags:
16
xero cloud accounting software presenter: Steven Kassulke
Transcript
  • xerocloud accounting software

    presenter: Steven Kassulke

    *

  • current software and systemswhere at now?

    *

  • cloud accounting softwarebenefits

    *

  • save time freeing you up for more customer time, or personal time

    simplify your record keeping so you can see your financial position clearly

    increase the accuracy of your records to minimise BAS reporting errors, etc.

    access anywhere, anytime cloud computing. available on certain devices also

    *

  • save time freeing you up for more customer time, or personal time

    simplify your record keeping so you can see your financial position clearly

    access anywhere, anytime cloud computing. available on certain devices also

    increase the accuracy of your records to minimise BAS reporting errors, etc.xeroexperiences so far

    *

  • xero is going really well, I am sure there are tips and tricks I could improve on ... Even now, though, it is really good, simple, easy, and my coding reports are going much quicker. The interface with my invoicing is also AWESOME.

    OConnells OBM:Improved automation of accounts payable and codingAbility to develop helpful management data for monthly meeting

  • your choicehow to use the software

  • key features driving the benefits

  • data feeds - enters bank transactions directly from bank

    in-built smarts / rules / memorisations - to help with bank reconciliation process

    tagging concept - smart internet banking = less data entry

    dashboard screen one page with all key data

    invoice creation / expense items - functionality similar to MYOB

  • making the switchinformation + timing

    *

  • suggested timing:Cut over date end of a quarter once finalised the BAS to kick start from 1st of next quarter

    Some of the information required:CSV filecurrent accounting software filebank account / credit card details

    *

  • implementationhow we can help

    *

  • set-up - bank feed, chart of accounts, history

    configure - rules / automatic coding items to get software functioning efficiently

    train - smarts around Internet banking and driving efficiencies through this software

    support offer ongoing support and assistance

    review bed down and iron out 3 months later

    *

  • pricingset-up + software

    please contact us

    *

  • ?

    Are you: Interested in seeing a demonstration?Wanting to know how the software would be applicable to you and save you time?Wanting to transfer over to Xero?

    Feel free to contact:Steven KassulkeSenior AdviserP: +61 7 3233 [email protected]

    *

    *

    *

    *

    *

    *

    *

    *

    *

    *


Recommended