Xero is a powerful all-in-one solution for businesses that need more flexibility than Freeagent and access to more integrations. It often ticks the box for businesses with more employees, projects and departments.
In this section we are going to highlight some of the features available in Xero that enable you to get things done in your business. For more details about the current features and prices, visit Xero.
Here are some short videos to help you see how easy it is to use the software, and also act as a reminder in case you haven’t used the features in a while.
This is where most business owners spend their time. It’s where estimates are drafted and sent to their potential customers and it’s where those estimates are flipped into sales invoices once their customers accept the offer and the work is completed.
It’s also where you to setup recurring invoices so that repetitive processes can be automated, minimising risk of errors or omissions for work that comes in regularly from certain customers and clients.
This is the area where you will categorise all the bank transactions that are automatically imported from your bank account via a bank feed or from a bank statement you downloaded from your internet banking.
This section allows users to also monitor cash levels, as well as see historic balances for the last 12 months.
It’s not just bank accounts that can be connected in this section. Accounts like PayPal, credit cards, payment processors and loan accounts can all be paired to ensure we don’t miss a penny.
Taxes that Xero can estimate and show in real time to you in this area are:
If you purchase the payroll module from Xero, then it will calculate PAYE & NI for you too.
This section contains everything a business would need to get a better financial understanding of their business. It contains the following reports.
There are over 60 reports straight out of the box, with the ability to customise them and add others if needed.
There are a plethora of connections that Xero can handle which will make automation of your business processes more streamlined. Some of the main providers that we see used on a daily basis are:
The list is constantly growing, so to see the latest integrations check out Xero’s dedicated page here.
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