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I use GSuite (Formerly Google Apps) in my business. Part of the GSuite offering is a Marketplace of apps. The image indicates the Apps I identified as working with Xero and that I've added to my Admin Console - Automate.io, Expensify, PandaDoc, and Zapier. Adding them only took a few seconds. If you are working ...
I’ve been closely involved with the cloud accountants, bookkeepers and advisors community for the last decade. For many practices, the adoption of technology and automation of compliance has resulted in a significant increase in their client base. To adapt to these developments practices are tinkering with their pricing model, offering advisory services, and focusing on ...
With so many different app solutions available to us – it is overwhelming and time-consuming to understand their nuances – when they can be used and how they can help our clients and us. Expensify has just started to hit the radar here in Australia. However, it’s been around for a while … In 2008 ...
Here is my wrap up of the 2017 Xero roadshows. I attended both the Brisbane and Gold Coast Xero roadshows. Last year I noted that this was something that Helen Goodman had done, and when I queried here she said that some of the Cloud integration solutions were not exhibiting at every roadshow. So by ...
Imagine opening up your computer in the morning and a Day Sheet arrives in your inbox with an assortment of client scheduled meetings for the day. You’ve not wasted any non-billing time coordinating the client meetings or entering client information. Your clients have booked a time that suits them, within the parameters set up in ...
A client asked me “What Xero integrated payment services allow you to on-charge the fees to the client?” I looked at eight different solutions, and two had this feature: IntegraPay and eWay. IntegraPay Can your solution accept payment by credit card? Yes Can additional credit card or payment fee charges be automatically added to the ...
Incite (definition) to move to action: stir up : spur on : urge on. Merriam Webster Martin McLean of Team Race Bookkkeeping On the first Friday in February I attended the MYOB Incite conference in Brisbane. I registered in early January for the event and then a couple of weeks later a confirmation email ...
On Thursday 6th October there’s a panel discussion on the Lessons Learnt at Xerocon featuring Tracey Newman, Cassandra Scott and Justin Campbell. It will be held at Brisbane’s River City Labs RSVP here: MasterMind MeetUp Whether by design, by the sheer size, by the learning, by the networks or the connections and the community Xerocon ...
How to project manage a mass conversion of MYOB files to Xero I was recently tasked with the opportunity to convert 55 MYOB files to Xero. This was a large number of files to move across to Xero and prior planning, batch processing, task allocation, training and an amazing team of support from the client, ...
One of the initial time saving benefits you’ll experience with Xero is bank transactions feeding into Xero via a bank feed. Hamish Edwards’ one of the original founders of Xero describes bank feeds as ‘the secret sauce of online accounting solutions’. Bank feeds work by linking the business's bank, credit card and PayPal accounts to ...
