Business Automation News

The Xero Bookkeeping Revolution

This online and fully automated accounting and bookkeeping software system was a game changer right from the very start.

Xero blasted its way onto the business scene in Australia in around 2010 and has been steadily gaining traction ever since.

The first thing you notice about Xero is that it is totally intuitive. You don’t need an accounting degree, or be an expert in bookkeeper services in order to get the job done. It’s one of those beautiful tools where everything is exactly where you expect it to be.

One of the first things you notice when you start up is the well set-out dashboard with gives you a clear and unambiguous overview of your position in a graph format.

Xero Bookkeeper Dashboard

The very next thing you notice is the “Get Bank Feeds” button in the bank account section. As the label implies, this button allows you to to connect up your bank accounts, including your credit card accounts, directly into Xero. This is an amazing time saving feature and is fully automated once you set the feed up.

The next part of the process is to get your expense information into the system. Using the Xero Touch Mobile app you can simply take a photo of your expense on your mobile phone and upload it to Xero while your on the move. Job Done!bookkeeping services melbourne

Now that you’ve got your bank feeds and expenses in the system it’s time to reconcile the two. And you guessed it – this is automated too. Xero remembers all past transactions and auto matches any unreconciled existing transactions that match these past reconciliations.

What about revenue I hear you ask. Xero creates beautiful looking Invoices (and Quotes) and uses templates which saves you even more time.

This is perfect for those on the move, like tradies, as you are easily able to create quotes for prospective clients using your tablet or iphone. You can send the quote by email while still with the customer. When the customer accepts the quote the invoice can be turned into an invoice with a push of a button.

The whole process is paperless and automated.

Xero is truly a revolutionary product and in the right hands it can transform your business. Let Proactive Bookkeeping Services show you how.

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