The latest from Xero!

The latest from Xero!

The latest from Xero!

The big news is BARCLAYS BANK FEEDS WILL BE HERE NEXT WEEK – Hooray!!

Other not quite so big news:

  • The bank statements have had a bit of a make over and can now be viewed in a long run and feed permitting will also show the balance after each entry, making finding that difference easier if there has been a problem.
  • Xero now supports a new payment service – Braintree. Check it out under settings, payment services.
  • A ‘view online invoice’ function has now been added to the approved invoices so there is no longer the need to download the PDF to see the finished invoice.
  • In payroll the Employers NI rebate journals have now been automated.

A reminder that Xero will be moving their customers’ data to a new platform.

Xero will be down while your data is being transferred. The transfers will take place between 7 and 9 pm on Saturdays starting in June.

You will be warned in advance of your move day and will also get a 15 minute warning just before hand.

Once you have had the warning please do not go back into Xero for a couple of hours.

See the link below for up to date information about the move:

https://www.xero.com/blog/offline-status-page/?mkt_tok=eyJpIjoiWVdOa1pXWmlabU15TW1KaCIsInQiOiJSanZIdUNoREhBMmR2cHVcL3F4aGxyN09yemVrcnY2MFh2cDVteUVVU0dBTVg4WFRuaXhaaFhcL1JHeU12eEMxZHZKOWRkUGw4SFJJOWswcHlrYTc4TE5aRUhDTEJ4dStLZHNMaHh6R0pqTVwvbz0ifQ%3D%3D 

For more information have a look at Xero’s website.

Any questions on these or Xero in general please contact us.

The Latest Xero Add-ons!

The Latest Xero Add-ons!

The Latest Xero Add-ons!

For those looking to set up and manage a website or online store, Xero has an add-on partner just for you. Introducing Airsquare!

“The quick & easy way to create your own business website or online store. Sell products online and receive payment, seamlessly integrated with Xero”.

Everything you need to set up an online store, manage stock, accept payments & process your orders.

Promote, manage and sell tickets to your events online.

Create a fully-featured website that works on any screen.

Why connect my Xero account to Airsquare?

If you are using Xero for your business, and have an online shop with Airsquare, it’s a great idea to get them talking to each other.

By connecting Xero, Airsquare will:

  • Create an invoice in Xero when an order is received.
  • Update an invoice in Xero when an order status is changed.
  • Attach an invoice to the order confirmation sent to the customer.
  • Allow you to download & print invoices from Airsquare.
  • Record payments against invoices.
  • Record inventory item codes against invoice line items.

Please contact a member of our Xero team to find out more!

The latest from Xero!

The latest from Xero!

The latest from Xero!

Xero have informed us that they we be moving their customers data to a new platform.

Xero will be down while your data is being transferred. The transfers will take place between 7 and 9 pm on Saturdays starting in June.

You will be warned in advance of your move day and will also get a 15 minute warning just beforehand.

Once you have had the warning please do not go back into Xero for a couple of hours.

See the link below for up to date information about the move.

https://www.xero.com/blog/offline-status-page/?mkt_tok=eyJpIjoiWVdOa1pXWmlabU15TW1KaCIsInQiOiJSanZIdUNoREhBMmR2cHVcL3F4aGxyN09yemVrcnY2MFh2cDVteUVVU0dBTVg4WFRuaXhaaFhcL1JHeU12eEMxZHZKOWRkUGw4SFJJOWswcHlrYTc4TE5aRUhDTEJ4dStLZHNMaHh6R0pqTVwvbz0ifQ%3D%3D 

Further work has been done on the ‘Search’ functionality. By using the accounts transactions report under the new reports tab you can search on any or multiple nominal headings and then filter the report to help narrow the search.

Setting up a bank account has been improved to give a step by step approach, this takes you through the bank feed process, which can either been done at this point (immediately with online banking with Metro bank) or can be completed later from the dashboard.

The mobile apps now come with a ‘try for free’ tab which creates a demo company. From here there is a short cut to finding an advisor should you need it.

For more information have a look at Xero’s website – www.xero.com 

Any questions on these or Xero in general please contact us.

Xero Add Ons – April

Xero Add Ons – April

Xero Add Ons – April

For those involved in farming and agriculture Xero now has as an add-on partner specific for your business, introducing: Farmflo

With bespoke modules to cover Dairy, Beef, Horticulture and Crops Farmflo has a lot to offer any working farm.

Some examples of the more detailed features are:

  • Dairy: Keep track of individual animal profiles, treatments, movements and feeding. Customiseable reports can provide information on all aforementioned aspects as well as animal servicing and scanning.
  • Beef: Keep easily accessible records on all animals health, weight and nutrition records. With the ability to record grass levels and produce optimisation graphs real time decisions for grazing can be made quickly and easily.
  • Horticulture and Crops: Digital field mapping coupled with detailed soil, planting and fertilisation records will allow an effective plan to be created to maximise crop production.

Contact a member of our Xero team to find out more!

The latest from Xero!

The latest from Xero!

The latest from Xero!

A quiet month on the update front this month….

Barclays bank feeds not quite ready hopefully fully running from the end of March, 1st week of April at the latest.

Negotiations going well with Lloyds and their bank feeds will follow.

Jon Jenkins from Smart Accountancy Systems Ltd has written a book on using Xero called Learning Xero and is available on Amazon.

For more information have a look at Xero’s website: www.xero.com

Any questions on these or Xero in general please contact us.

Xero Add-ons – March

Xero Add-ons – March

Xero Add-ons – March

This month’s Xero Add Ons!

Software that integrates with Xero to make managing you company easier and more efficient – we are looking at Tripcatcher…

Tripcatcher – The mileage expense app that integrates with Xero, saving you time and money.

  • Calculate your journey distance using Google Maps
  • Calculates the VAT you can claim on fuel
  • Calculate your expense claim using approved mileage rates helping you to be HMRC compliant
  • Submit your expense claims to Xero with minimum effort
  • Free phone app (iOS and Android) with GPS tracking.
  • Save time by entering recurring trips

For more information about the above click on the link below: 
https://www.xero.com/uk/add-ons/search/?q=tripcatcher