If you’ve ever used accounting software then you may already be familiar with Xero.
First launched in 2006, Xero is still relatively new to the marketplace. But it has made major waves during the last 14 years, helping small businesses and accountants speed up vital processes.
As a certified accounting software trainer, Cooper Accounting founder Samantha Stokes can show you the ropes on how to manage your own accounts using Xero, although we can also help you if you’re still using good old-fashioned spreadsheets!
We recommend Xero accounting software because it’s easy to use and adaptable to our clients’ requirements.
Whether you’re switching from another cloud-based accounting software package, or considering using something like this for the first time, Xero can help.
What are the advantages of Xero?
Bank Account Automation
Your bank account connects directly to your cloud accounting, saving you time and money. The transactions feed in automatically and match up with income and expense categories.
Bank Account Reconciliation
With Xero, you can easily reconcile several invoices against a payment and even transfer funds between accounts. Xero attempts to match all of your incoming payments to your invoices and will suggest a match, based upon rules you’ve set.
You can use Xero to generate a professional looking quote ready to send to your customers. You can track your quotes and convert them to invoices in a matter of seconds, while you can also copy previous quotes using Xero mobile and add hidden notes to quotes so that you can refer to them later.
You can also produce professional looking invoices using Xero, with the option to be paid online to help your business cash flow. Xero also allows you to copy previous invoices to speed up the process and enter discounts and notes easily.
Xero helps you save time on purchase orders by supporting with data entry and supply chain management. You can copy purchase orders to sales invoices easily and keep control of your costs. You can even customise the appearance of your purchase orders using branding themes.
Xero will also help you keep on top of bills, with functionality to pay your bills in batches and set up repeat payments.
Could Xero work for your business? Get in touch today to discover how Cooper Accounting can help you manage your business admin more efficiently.