Atoa’s Post

Invoicing with ease is one of the many great features of Xero - here’s why: ☁️Customisation - Xero allows you to customise your invoice templates by inserting logos and adding fields and messages where necessary. ☁️Schedule - Send invoices to a set schedule, including repeating invoices! You can also schedule automatic reminders to be sent to customers and clients close to their payment date. ☁️Convenience - Create invoices from any device, on the go! The Xero app allows you to check when invoices have been viewed and paid for, from anywhere! ☁️Safety - Online invoicing through a software like Xero creates a more secure payment environment. By sending an online invoice you are less likely to experience fraud. You can also edit payment options so that customers can pay how they want - which is a win, win for both parties! If you’d like to know more about how we use Xero, get in contact today! ✉️info@future-cloud.co.uk 📞01636 337069

Goodbye Xero Go 👋 In my opinion a product that lacked in features (or you had to pay extra for) and businesses were better off using the Starter or Standard packages, which could be customised to their business requirements. The ability to raise sales invoices, add purchases invoices and "reconcile" a bank, should be in any basic solution. https://lnkd.in/eTaQH3br #accountingsoftware #accountingtech #financesoftware

Advent Calendar of Finance Tips ' number 3 Use Xero accounting software! I love Xero for many reasons and highly recommend it to all my clients. With Xero, you can import your bank statements using bank feeds, which helps to make reconciling your bank account easier.  You can create bank rules so that each time a regular transaction appears on your bank statement, Xero will code it automatically. If you send an invoice on a regular basis to the same customer for the same amount, you can set up automatic invoicing.  Xero will work out which invoice a payment is for when it appears on your bank statement and will update the invoice as paid when you reconcile the transaction.  When you send your invoices to customers by email Xero will identify when the invoice has been viewed, so your customers can’t claim they haven’t received it. Xero links with hubdoc, so you can forward your purchase invoices to a specific email address, and hubdoc will do most of the processing for you.  Xero links with Go Cardless and Stripe, so your customer has multiple ways to pay and can be setup to collect payments automatically. There are many more features of using Xero, but the above are my favourites. #xero #gocardless #stripe

Recently, I obtained my MYOB Certification, and I felt that learning Xero beforehand made the learning MYOB much quicker and easier. Both Xero and MYOB Business have similar interfaces, with MYOB offering more detailed sections and subsections. One key difference is how their menus are structured—Xero has horizontally aligned menus, while MYOB's are vertical. However, the core accounting principles remain consistent across both platforms. The essential skills I gained from Xero—such as invoicing, payroll management, and reporting—were directly applicable to MYOB. Plus, The convinence of using mobile app and phone for invoice and bill recording is closely similar between both software. While there are minor differences here and there, learning one accounting software makes mastering another much more easier and faster. Note : Although, I trained both MYOB Business and Account Right, this post only make the comparision between MYOB Business and Xero. #Thanks Skillaroo - Your Career Partner for excellent mentorshiop on accounting softwares. #AccountingSoftware #MYOB #Xero #ProfessionalDevelopment #CloudAccounting #FinanceTech #Certification

𝗡𝗲𝘄 𝗫𝗲𝗿𝗼 𝗙𝗲𝗮𝘁𝘂𝗿𝗲: Now you can search for bank transactions from the reconcile tab in Xero Gone are the days of clicking next page, next page, next page, next page... Is the transaction on page 10? Nope. Maybe 12? Nope. Now you can simply search by: - payee - amount - reference - description - transaction type - check - or analysis code ...and further filter your search by date ranges or amounts. 𝗧𝗵𝗶𝘀 𝗶𝘀 𝗮 𝗴𝗹𝗼𝗯𝗮𝗹 𝗿𝗲𝗹𝗲𝗮𝘀𝗲 𝘁𝗵𝗮𝘁 𝗮𝗹𝗹 𝘂𝘀𝗲𝗿𝘀 𝘄𝗶𝗹𝗹 𝗵𝗮𝘃𝗲 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗼. Looks like #Xero is paying attention to its community 👀 This feature had 966 upvotes at the time they closed out the product idea - one of their most popular requests. If you are an existing Xero user, now is a good time to contribute to the community and roadmap. Link below 👇🏼 -- ♻️ share this with your network if you found this helpful and follow me at ✨ Tam Nguyen for more posts like this.

Got a cheap thrill when I saw that the overdue Xero invoice recovery automation I created is now available as a free Make template! (Swipe the template from the link in this post’s comments.) Plug this template into your Make account and connect the app modules to your Xero and Gmail accounts, and you can quickly set up an automation that: • Checks for overdue invoices in your Xero account, and then • Sends follow-up emails to your point of contact—these emails have different content depending on whether the invoice is one day or one week overdue. While Xero has an invoice reminders feature, your follow-up emails will come from Xero’s email address instead of yours. This isn’t ideal for white-labelling your setup. Using a custom solution helps you overcome this limitation (and others). Feel free to modify the automation in ways like: • Replacing the Gmail modules if you use a different email app like Outlook • Setting up the email modules to email *yourself* instead of your point of contact. After you’re alerted of an overdue invoice, you can check if you’ve received the payment in your bank account nevertheless. This way, you don’t bother your contact if they’ve already paid but the payment isn’t reflected in your Xero account yet.

CocoonFMS® Ltd has got it right with their Xero integration! Seemless and no CSV downloads. You can now create a Customer address in either Xero or CocoonOPS and add your costs and revenue for a shipment. Once the invoice is issue in CocoonOPS, it will send it straight to Xero instantly. But it doesn't stop there. When you reconcile the invoice in Xero, it will automatically update the credit limits in CocoonOPS and show the invoice as paid. The integration is so seamless that it only takes about 30 seconds to implement it - if you can type your password and 2FA quickly, that is! Say goodbye to the hassle of manual invoice processing and hello to the convenience of CocoonFMS® Ltd + Xero integration. #freight #invoicing #freightmanagment #digitalisation #xero #freightforwarding

Take Control of Your Finances with Xero! Imagine having access to your financial information anytime, anywhere, on any device—all with just a click. With cloud-based accounting software like Xero, this is now a reality! We recommend Xero for its simplicity, security, and reliability. It saves you time on managing accounts, giving you more time to focus on growing your business. Plus, with real-time, accurate information, you'll feel more confident in planning for the future. Benefits of Xero: Access your finances from anywhere on any device 🌍 Automatic bank transaction imports & reconciliation, saving time ⏱️ Easily track expenses & manage your budget 💰 Stay compliant with tax regulations & access the latest features 📊 Customisable reports & financial dashboards for key insights 📈 Seamless team collaboration & accountant access 🤝 Manage your finances on the go with the mobile app 📱 Integration with third-party apps for payroll, CRM & more ⚙️ Robust security measures to protect your data 🔒 As a Xero Certified Advisor, we offer tailored training to help your team master Xero, whether you’re just getting started or want to explore advanced features. Unlock the power of Xero and streamline your business finances today! 💼 #xero #cloudaccounting #businessgrowth #xerocertified #businessefficiency #sonesaccountancy

📣 Another quick win from Xero!! 🤩 You’re now able to bulk void bills, credit notes and payslips on a single page. ✅ This will save you significant time by providing tools to update multiple transactions at once. 👇 Check out the 'how to' demo using the link below: https://lnkd.in/er8sdfh8