Microsoft Power Bi meets Xero

A special mashup between the Queensland Power BI User group and the Cloud Accountants & Advisors Meetup groups Xero is online accounting software for small and medium sized businesses. It includes invoicing, bank reconciliation, tax compliance, inventory and payroll functionality. Power BI is a cloud-based business analytics service that enables anyone to visualize and analyse data with greater speed, efficiency, and understanding. It connects users to a broad range of data through easy-to-use dashboards, interactive reports, and compelling visualisations that bring data to life. The session brings together these two specialist expert groups to explore connecting Microsoft Power BI with Xero. The session will cover: • A brief overview of Xero • A brief overview of Power BI and a connector pack • Power BI versus Power BI Desktop • How Microsoft Power BI integrates with Xero; • A walk through demonstration of the integration of Microsoft Power BI with Xero • Building a report in Microsoft Power BI from data in Xero • A Xero expert to talk about the business value in the reports • Q and A Bio of presenter: Sonia Cuff is the co-founder of a technology consultancy company called The Missing Chair. She is passionate about technology and how it can enable people to be more productive and to achieve more. Sonia applies her 10 years of corporate systems experience to the Small Business space, keeping pace with the latest changes in technology and sharing this with SMB customers. This year Sonia was awarded as a Microsoft MVP for her work educating people about Office 365. Craig Bryden of TetraQuark is a highly experienced Business Intelligence / Data Analytics practitioner using the Microsoft SQL Server products. He presents at SQL Server Saturdays and other community events. Craig’s passion is to help his customers get the most out of their data assets. Craig currently hold a Microsoft Certified Solutions Expert - Business Intelligence certification and was previously a Microsoft Certified Trainer. Craig is one of the organisers of the QLD Power BI User group. Who would benefit from attending?   VCFO, Management Accountants, Accountants, Bookkeepers, Developers, Cloud enthusiasts’, data experts If you have specific questions about this solution – enter them below to ensure they can be covered during the session. Meetup Groups involved Find out more about the two meetup groups Queensland Power BI User Group organised by Craig Bryden Cloud Accountants & Advisors Meetup organised by Heather Smith This event will be promoted to both groups -- however please only RSVP once for catering. Light refreshments sponsored by the recruitment agency PRA.

2017-09-05T09:17:58+00:00 February 8th, 2017|0 Comments

The Super VCFO advisory tool-set featuring Spotlight Reporting

Spotlight Reporting puts the power of business intelligence at your fingertips. The session will cover: The key benefits of our Super VCFO advisory tool-set; A short tour of the three main tools in 'action' with a focus on highlighting key differences; How to best apply Reporting, Dashboard and Forecasting tools across your client base; Overview of the Super VCFO package; How Spotlight integrates with Xero; A walk through demonstration of the integration with Xero Q and A For more information: www.spotlightreporting.com The perfect advisory whitepaper download:  http://info.spotlightreporting.com/the-perfect-advisory-relationship-white-paper Register for the Spotlight Transform summit here:  http://hubs.ly/H05gjzt0. Bio of presenter: Jason Forbes is the Director of Sales, Australia at Spotlight Reporting.  He has 20 years’ experience working in the accounting software arena having worked for industry leaders Solution6, Sage, MYOB, Xero and Spotlight Reporting. Foundational skills were established while working in support, training, implementation roles with the past 14 years having seen a very successful career in sales. Specialising in working with Accounting practices in both direct sales and building a sales channel. A proven performer having achieved the prestigious title of Xero's No 1 global salesperson for the 2012/13 financial year as well as salesperson of the year at MYOB (2003 & 2004). Passionate about online or cloud based applications having become a respected influencer and thought-leader in heralding in this new and exciting era. Jason thrives on public speaking and in particular presenting to both small and large audiences as well as working with accounting practices to help improve their own processes as well improving the efficiencies of their business clients. Who would benefit from attending?   VCFO, Management Accountants, Accountants, Bookkeepers, Developers, Cloud enthusiasts, data experts Sponsors Please support the sponsors of this event: River City Labs http://www.rivercitylabs.net/ MinuteDock https://minutedock.com/ Datamolino https://www.datamolino.com ACCA http://www.accaglobal.com/an/en.html  The Xero MasterMind Group is organised by Heather Smith

2017-09-05T09:16:44+00:00 January 19th, 2017|0 Comments

How to project manage a mass conversion of MYOB files to Xero

How to project manage a mass conversion of MYOB files to Xero I was recently tasked with the opportunity to convert 55 MYOB files to Xero. This was a large number of files to move across to Xero and prior planning, batch processing, task allocation, training and an amazing team of support from the client, [...]

2017-03-01T14:27:34+00:00 September 26th, 2016|6 Comments

Preparation of the MYOB files for conversion to Xero by Jet Convert

I've used JetConvert to assist me with over 60 conversion processes. If I have a large number of files to convert I contact them ahead of the planned date and let them know. To prepare the MYOB files for conversion it’s necessary to undertake the following activities. Please note many of the activities listed below do [...]

2017-03-01T14:27:36+00:00 September 23rd, 2016|2 Comments

Lessons learnt from Xerocon 2016

Panel of speakers: To be announced. I’m seeking three Xerocon 2016 attendees from different focus groups (accountant, bookkeeper, integrator, developer, business owner) to talk to the topics below. Please contact me if that is you! Our panel will chat about:  •  Lessons learnt from Xerocon 2016  •  Highlights of Xerocon •  QandA from the audienced  Who would benefit from attending:  •  Xero Heroes • 

2017-03-01T14:27:38+00:00 September 16th, 2016|0 Comments

Xero and Chaser

David Tuck and Benjamin Johnson presented an overview of CHASER to the Xero Mastermind meetup group on the 6th August in Brisbane. Chaser is a cloud debt collection solution that connects with Xero, saving you time, and improving your cash flow! David highlighted the small business problems Chaser was addressing; David explained using the British [...]

2017-09-05T10:19:11+00:00 August 8th, 2015|0 Comments

Xero Cashbook

Here's a short video I made on Xero Cashbook; The general Xero product talked about is the Xero business edition, but there is a lighter cheaper version, called Xero Cashbook. To subscribe to Xero Cashbook you need to be a Xero partner. A business or individual cannot subscribe directly to Xero for their Xero Cashbook [...]

2017-03-01T14:27:55+00:00 August 5th, 2015|0 Comments