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The Xero Business Performance dashboard contains numerous financial ratios and KPI's. However they can be somewhat hidden if you don't know how to access them. To access the Xero Business Performance dashboard, click Reports, All Reports, and type in the search field on the right, start typing in Business Performance (it's under the Financial menu), until you ...
Today I am speaking with Phong Le Head of Growth APAC from Expensify the only expense claims and management tool built for companies of all sizes, from solopreneurs to the Fortune 500. This week’s episode took an interesting turn; we started talking about Muhammed Ali and Manny Pacquiao who are athletes, that inspire Phong, ...
Today I am speaking with Daniel Tramontana. Daniel joined BGL in 1997. During this time, Daniel has been part of the accountant's journey in transitioning from DOS to Windows and now cloud technology. Daniel is passionate about leadership and loves working with accountants and assisting them in growing their business through technology. Daniel loves ...
Here’s my own personal packing list for business and conference travel. I check it off before every trip. As with all checklists, I update and refine it, every time I notice something missing. A few days before travelling: Email itinerary details to plans@tripit.com (Make sure you have an account & it is synced to ...
Transcript: Today I am looking at Expensify the cloud solution for Expense Reports and Expense Management. Today I’m going to look at the CONCIERGE AREA, which you find on the first welcoming screen once you have logged in. Here is the Expensify login screen. Every day when you sign in, you have the pleasure of ...
Expensify’s Head of Growth for the APAC region, Phong Le recently shared with Xero, what Expensify is, and how it integrates with Xero. Click here to watch the video Expense Management is painful because there is a lot of following up for receipts, for information, trying to reconcile, and what Expensify can do is automate ...
If you want to sell to accountants and bookkeepers, join relevant forums, introduce yourself, tell people what the solution does, give them information about the solution, and how the integration works. Be as useful as possible. Don’t try and sell! pic.twitter.com/zYvRIgTH6R — Heather Smith (@HeatherSmithAU) December 15, 2017 If you have built an app, and ...
If you’re looking for a Customer Relationship Management (CRM) Solution I suggest you consider the following questions. Are you selling B2B or B2C? What industry do you operate in? How big is your sales team? How many people will need to access the CRM? Do you need a Sales Leads Manager? Do you need to ...
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 ...
