xero
cloud accounting
software
presenter: Steven Kassulke
current software
and systems
where at now?
cloud accounting
software
benefits
save time – freeing you up for more customer time, or
personal time
simplify your record keeping – so you can see your
fin...
save time – freeing you up for more customer time,
or personal time

xero

simplify your record keeping – so you can see
y...
“xero is going really well, I am sure there are tips and tricks I could
improve on ... Even now, though, it is really good...
your choice
how to use the software
key features
driving the benefits
data feeds - enters bank transactions directly from
bank
in-built smarts / rules / memorisations - to help
with bank recon...
making the switch
information + timing
Some of the information required:
CSV file
current accounting software file
bank account / credit card details
suggested t...
implementation
how we can help
set-up - bank feed, chart of accounts, history
configure - rules / automatic coding items to get
software functioning effi...
pricing
set-up + software
please contact us
Are you:
•Interested in seeing a demonstration?
•Wanting to know how the software would be applicable to you
and save you ...
Xero Software - How we can Help You
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Xero Software - How we can Help You

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Take advantage of a cloud based accounting system and reap the benefits of real time data, automatic bank feeds, online collaboration with your adviser and much more.
Our trained Xero business advisers are able to get you started sooner and ensure you use the software and available add-ons to their full potential. For more information please contact us.

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Xero Software - How we can Help You

  1. 1. xero cloud accounting software presenter: Steven Kassulke
  2. 2. current software and systems where at now?
  3. 3. cloud accounting software benefits
  4. 4. save time – freeing you up for more customer time, or personal time simplify your record keeping – so you can see your financial position clearly increase the accuracy of your records – to minimise BAS reporting errors, etc. access anywhere, anytime – “cloud” computing. available on certain devices also
  5. 5. save time – freeing you up for more customer time, or personal time xero simplify your record keeping – so you can see your financial position clearly experiences so far… access anywhere, anytime – “cloud” computing. available on certain devices also increase the accuracy of your records – to minimise BAS reporting errors, etc.
  6. 6. “xero is going really well, I am sure there are tips and tricks I could improve on ... Even now, though, it is really good, simple, easy, and my coding reports are going much quicker. The interface with my invoicing is also AWESOME.” O’Connells OBM: •Improved automation of accounts payable and coding •Ability to develop helpful management data – for monthly meeting
  7. 7. your choice how to use the software
  8. 8. key features driving the benefits
  9. 9. data feeds - enters bank transactions directly from bank in-built smarts / rules / memorisations - to help with bank reconciliation process tagging concept - smart internet banking = less data entry dashboard screen – one page with all key data invoice creation / expense items - functionality similar to MYOB
  10. 10. making the switch information + timing
  11. 11. Some of the information required: CSV file current accounting software file bank account / credit card details suggested timing: -Cut over date – end of a quarter once finalised the BAS – to kick start from 1st of next quarter
  12. 12. implementation how we can help
  13. 13. set-up - bank feed, chart of accounts, history configure - rules / automatic coding items to get software functioning efficiently train - smarts around Internet banking and driving efficiencies through this software support – offer ongoing support and assistance review – bed down and iron out 3 months later
  14. 14. pricing set-up + software please contact us
  15. 15. Are you: •Interested in seeing a demonstration? •Wanting to know how the software would be applicable to you and save you time? •Wanting to transfer over to Xero? Feel free to contact: Steven Kassulke Senior Adviser P: +61 7 3233 6422 steven.kassulke@oconnellsobm.com.au ?

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