Fly paperless with cloud bookkeeping. Hosted by ideas.inc

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Join us for a three hour bookkeeping tour sponsored by ideas.inc. Everything a director of a Singapore company should know about how to cloudify their company’s bookkeeping.

More here: http://futurebooks.asia/blog/fly-paperless-with-cloud-bookkeeping-hosted-by-ideas-inc/7291

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Fly paperless with cloud bookkeeping. Hosted by ideas.inc

  1. 1. Prepared for students from Singapore Ideas.inc As of July 2013 FLY PAPERLESS WITH CLOUD KEEPING
  2. 2. www.futurebooks.com.sg THANKS TO OUR SPONSORS
  3. 3. www.futurebooks.com.sg LAUNCH YOUR BIG IDEA
  4. 4. www.futurebooks.com.sg FUTUREBOOKS SERVICES Incorporation , company secretary, work passes Bookkeeping, annual financials and company tax Sale of the business
  5. 5. www.futurebooks.com.sg WE ARE GOING TO FLY Download
  6. 6. www.futurebooks.com.sg DOWNLOAD + SIGN IN Download
  7. 7. www.futurebooks.com.sg SETUP ADMIN@ FINANCE@
  8. 8. www.futurebooks.com.sg CURATED APPS Management accounts and expensing Expense trackers Doc storage Signing docs
  9. 9. www.futurebooks.com.sg ALTERNATIVE APPS
  10. 10. BANK SETUP
  11. 11. www.futurebooks.com.sg OPEN A CORPORATE BANK ACCOUNT
  12. 12. www.futurebooks.com.sg OPT FOR E-STATEMENTS
  13. 13. www.futurebooks.com.sg SAMPLE CSV STATEMENT Add columns Tag unknown transactions
  14. 14. www.futurebooks.com.sg AUTO PAYMENTS
  15. 15. www.futurebooks.com.sg TWO STEPS TO MAKE A TRANSFER 1. Add a payee and confirm details correct 2. Make a payment
  16. 16. XERO SETUP
  17. 17. www.futurebooks.com.sg XERO SETUP
  18. 18. www.futurebooks.com.sg CHART OF ACCOUNTS – E-COMMERCE Marketing one of the largest expenses. Low COGS as they sell on consignment Various ways the business collects cash
  19. 19. www.futurebooks.com.sg CHART OF ACCOUNTS – SAAS BUSINESS Web hosting counted as COS PayPal fees counted as COS Various ways the business collects cash Depreciation of an intangible asset
  20. 20. www.futurebooks.com.sg CUSTOMISE INVOICE TEMPLATE Download Branded Store descriptions Dynamic currency
  21. 21. www.futurebooks.com.sg CUSTOMISE INVOICE TEMPLATE Build in t+cs PayPal links Feedback email
  22. 22. www.futurebooks.com.sg TWEAK INVOICING PayPal integration Recurring billing Tune email scripts
  23. 23. www.futurebooks.com.sg TWEAK EXPENSING Bank rules Expense tracker Expense policies
  24. 24. www.futurebooks.com.sg EXPENSE POLICY Set an entertainment and travel allowance
  25. 25. www.futurebooks.com.sg WHAT PAYROLL LOOKS LIKE Download
  26. 26. www.futurebooks.com.sg P+L STATEMENT Different revenue streams Full break down of COGS inc PayPal
  27. 27. www.futurebooks.com.sg BALANCE SHEET Assets less depreciation Equity position
  28. 28. LET’ S PULL THE WHOLE SHOW TOGETHER
  29. 29. www.futurebooks.com.sg EXPENSES           Bank rules and Xero Touch
  30. 30. www.futurebooks.com.sg REVENUE   Xero to Xero and bank rules CSV bank statements PayPal integration
  31. 31. www.futurebooks.com.sg TERMS OF USE

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