xero puts you in control of your business · xero the world’s easies t accounting system page 1....
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![Page 1: Xero puts you in control of your business · xero The world’s easies T accounTing sysTem page 1. Xero is an online accounting system that gives you and your ... Xero and you can](https://reader034.vdocuments.us/reader034/viewer/2022042919/5f60066abb3f9867c82e0206/html5/thumbnails/1.jpg)
Xero puts you in control of your business
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xero The world’s easiesT accounTing sysTem page 1
Xero is an online accounting system that gives you and your advisors easy access to your bank transactions, invoices, reports, even your GST.
At a glance, Xero’s dashboard gives you:
• Asummaryofallyourbankaccounts’detailsandbalances
• Visibilityofhowmuchmoneyyouhavecominginandgoingout
• Awatchlistofyourfavouriteaccountstomonitor
• OutstandingstaffExpenseClaims
• Theabilitytodrilldowntoseetransactiondetails
• Everythingyouneedattheclickofabutton
real-Time and online. Xero puTs you in conTrol of your business.
“The essence of a great accounting system is not to make simple things complicated, but to make complicated things simple. Xero have achieved this!”
NathaN Stewart, Alkemi
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Xero’s intuitive invoice entry means you can enter your invoices quicklyandefficiently,whetheryouarecreatinganinvoiceforoneormany items.
• Youcancreateascheduletoautomaticallygenerateinvoicesona regular basis saving having to enter the invoice manually every month.
• YoucanemailformattedinvoicesdirectlytocustomersfromwithinXeroandyoucanchoosetoemailacopytoyourself.
Xerohasmadebankreconciliationeasyandfun.Youcanautomatically import your bank statements into Xero daily, so you don’twastetimedownloadinganduploadingbankfilesmanually.
• AutomaticallyimportyourbankstatementsintoXeroforANZ,CommonwealthBank,andNABbanks.
banKing and billing wiTh ease
“Being online and available from anywhere is a major factor, so whether I’m in Australia or New Zealand I can still keep an eye on the businesses.”
richard drydeN, FITAUS
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Keepingontopofyourpayableshasneverbeeneasier.Xeroletsyoutrackwhereyourmoneyisgoingandwhy.
Youcan:
• Seeallyouroutstandinginvoicesataglance.
• Setuprepeatingpayablesinvoicesforregularsuppliers.
• Approveworkflowsthatcanbesharedtorelievethebusinessowner.
• Enterreceiptsforyourexpenseclaimsasyoucollectthem,orallinone go.
• Choosetopaypartorallofaclaim,andyou’vegotalltheinformationabouttheclaimonhandtohelpmakethedecision.
• Approveordeclineeachreceiptinasubmittedexpenseclaim.Theentireexpenseclaimcanthenbeauthorised.
manage your payables
“It is blissful simplicity and intuitive intelligence at its best. Xero makes accounting easy and – as hard as it is to believe – fun! The client interface is sexy and professional and even when I do make mistakes my accountant can easily untie the knots”
eva Bradley, Photographer
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Xerohasacomprehensivesetofreportsallowingyoutoaccessyourfinancialinformationwithease–inrealtime.
• CalculatingaBASorGSTReturnisasimplematterofpickingyour dates.
• CreateacomprehensiveManagementReportinoneclick.
• Getreal-timeinformationaboutyourbalancesheet,depreciationandallofyouraccounts.
• Storeasnapshotofallthedatarelatedtoyourreports.
• ExportyourreportsasPDFsortoExcelwithcompletecellformattingandformulas.
XeroContactsallowsyoutoviewandedittheindividualsandorganisationsthatyoudobusinesswith.
• InformationaddedinContactswillbeusedoninvoicesandtransactions that you enter into Xero.
• Manageyourdebtorsbetterbykeepingtrackofwhoowesyouwhat.
• Contacts’detailsincludetheamountowingtoorfromthem(ifany).
• Add,editanddeleteContacts,andgroupthemforeasymass-invoicing.
• GoogleMapsandSkypeintegrationforbettercommunication.
your reporTs and conTacTs
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Xeroisweb-basedsoyoucanworkwhereyouwant,whenyouwant.
• 24/7accessfromanyinternetconnectionintheworld.
• CompatibleinIE7,FirefoxandSafaribrowsers.
• AccessibleonyouriPhone,BlackberryorotherWindowsMobiledevicethroughm.xero.com
Helpisalwaysathand.Yoursubscriptionprovides:
• FreeemailsupportfromtheXeroCustomerCareTeam.
• FreecomprehensiveonlineHelpCentre
• Ahelpfullibraryofvideosfromgettingstartedtours,totips&tricks
YoucanfocusonusingXero,notmaintainingit.
• Xerorequiresnoinstallation,manualbackupsormaintenance.
• Noadditionalsoftwareisrequired.
• Allsoftwareupdatesandnewfeaturesareautomaticandareavailabletoyouwhenyounextlogin.
Xero’s whereVer you are
“When I think of Xero, I think of two things: easy to use and support when I need it.”
Komal chhiBa, SilverStripe
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Xerostoresallyouraccountinginformationonhighlysecurecorporategrade servers and that are automatically backed up.
Tofurtherprotectaccesstoyourdata,onlygiveaccesstothoseyoutrust.Xeromeansyoucancollaboratewithyourfinancialadvisorinrealtimetohavebettercontrolofyourfinances.
• Controlwhohadaccesstoyourdataandwhattheysee,withtiereduserpermissionlevelsandrecordsofwhenauserlastloggedon.
• Giveemployeesaccesstocreatinginvoicesandexpenseclaims,butnot to your bank accounts and reports.
• Inviteyouraccountantin-theycanloginandviewyouraccounts,providingvaluablereal-timeadvice.
• Lockaccountingperiodstocloseoffataxperiod,andpreventothers changing your data.
• Eliminateemailingorsendingaroundvitaldataonadiscinsecurely.
• Beassuredyourdataissafe.Unlikedesktopapplications,dataisn’tstoredonyourcomputer,soyourdataisn’tcompromisedifitislostor stolen
secure and priVaTe
“Xero has alleviated the pressure from me. Because I was the only one that did the books we suffered from key person risk as well as data security risk.”
roBiN Fargher, Kakapo Technologies
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maKe The swiTchXeromakesaccountingeasy.Maketheswitchnowandstarttotakecontrolofyourbusinessfinances.
• Xerohasastep-by-stepsetupWizardtoguideyouthroughthegetting started process.
• Datacanbeeasilyimportedfromyouroldsystem.
• TransferringfromMYOB?Xeroallowsaquickandeasytransferofyourinvoices,accountsandContacts.
• Evenifyoudon’thaveyourpreviousaccountbalancesit’seasytoadd them at a later date.
And,XerohasanetworkofPartnersandAdvisorswhoarealwaysavailabletohelpyoumakethemostofXero.