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You’ve Got Xero!
Where to Next?
Feb 2015
Today’s Agenda
The Xero Story
Tips, tricks and new features in Xero
Xero Add-Ons
Where to next?
Using Xero to understand business performance
The Xero Story
• Global Leader in online accounting
• Made in New Zealand
• 371,000 + paying customers
• 1000 + staff globally
• Dual listed on NZX & ASX (Initially raised 50m including Facebook
investor Peter Thiel & Craig Winkler (ex MYOB))
• Unlimited users with different roles
• Bank feeds from 5000 + institutions
Who is Xero ?
371,000 plus customers
Kiwi thru and thru
Wellington HQ
• Online accounting software
• Access anywhere in the world via the cloud
• Connects you with your accountant
• Looks after your back ups
• Upgrades are included and are done automatically
• Helps you understand your finances
Why choose Xero
• How much money do we have?
• Who’s paid us?
• Who do we owe money to and when?
• Who owes money to us and when?
• Where is our money going?
• How much money are we really making?
How do you currently answer these questions?
Login anytime, anywhere on your Mac, Windows, iPad, iPhone or Android.
The changing landscape
Anywhere, anytime and on anything!
•100% online
•Unlimited Users
•Upgrades
•“Live” bank feeds
•Single set of data
•Smoothes workflow
•Grows with your business
Xero in a nutshell
Recent Upgrades
• Purchase Orders
• Sales Quote
• Smart Lists
• Batch payments and deposits
• Files
• Expense claims – changes with mobile
• General tips
• Xero U / Xero TV
What if Xero isn’t enough?
Add-On Marketplace: Making your life easier
Industry Favorites
Job Management
Point of SaleStock and Warehousing
Where to next?
Promised new features coming soon in Xero
 Payroll
 Business Performance Dashboards
Using Xero to understand
business performance
Business Essentials Course
Struggling to make sense of
the numbers in your
business?
Business Essentials Course 201
10 Steps to understanding the numbers in your b
Registrations open now.
Courses starting in Pukekohe and Tauranga starting 12th Marc
10 fortnightly sessions
Learn Key financial tools
Focus on practical application
Presented by experienced business advisors
Apply tools to your business as you learn
Small, interactive groups
You don’t have to have
a
degree in finance to run
a
business. But you do
have
to understand the
numbers.
Register before 23rd February and
receive a free Business
Health Check
valued at $1,500!
Any questions?

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15 02-16 got xero now what presentation

  • 1. You’ve Got Xero! Where to Next? Feb 2015
  • 2. Today’s Agenda The Xero Story Tips, tricks and new features in Xero Xero Add-Ons Where to next? Using Xero to understand business performance
  • 4. • Global Leader in online accounting • Made in New Zealand • 371,000 + paying customers • 1000 + staff globally • Dual listed on NZX & ASX (Initially raised 50m including Facebook investor Peter Thiel & Craig Winkler (ex MYOB)) • Unlimited users with different roles • Bank feeds from 5000 + institutions Who is Xero ?
  • 6. Kiwi thru and thru Wellington HQ
  • 7. • Online accounting software • Access anywhere in the world via the cloud • Connects you with your accountant • Looks after your back ups • Upgrades are included and are done automatically • Helps you understand your finances Why choose Xero
  • 8. • How much money do we have? • Who’s paid us? • Who do we owe money to and when? • Who owes money to us and when? • Where is our money going? • How much money are we really making? How do you currently answer these questions?
  • 9. Login anytime, anywhere on your Mac, Windows, iPad, iPhone or Android. The changing landscape Anywhere, anytime and on anything!
  • 10. •100% online •Unlimited Users •Upgrades •“Live” bank feeds •Single set of data •Smoothes workflow •Grows with your business Xero in a nutshell
  • 11. Recent Upgrades • Purchase Orders • Sales Quote • Smart Lists • Batch payments and deposits • Files • Expense claims – changes with mobile • General tips • Xero U / Xero TV
  • 12. What if Xero isn’t enough? Add-On Marketplace: Making your life easier
  • 13. Industry Favorites Job Management Point of SaleStock and Warehousing
  • 14. Where to next? Promised new features coming soon in Xero  Payroll  Business Performance Dashboards
  • 15. Using Xero to understand business performance
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22. Business Essentials Course Struggling to make sense of the numbers in your business? Business Essentials Course 201 10 Steps to understanding the numbers in your b Registrations open now. Courses starting in Pukekohe and Tauranga starting 12th Marc 10 fortnightly sessions Learn Key financial tools Focus on practical application Presented by experienced business advisors Apply tools to your business as you learn Small, interactive groups You don’t have to have a degree in finance to run a business. But you do have to understand the numbers. Register before 23rd February and receive a free Business Health Check valued at $1,500!