I curate and deliver key information to you in digestible format. Insights gained from my client work, are woven into my writing and presentations, so they are brimming with lots of realistic, practical advice. Consider booking me to speak at your next business function, and let the stories come to life. I take great pride [...]
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, [...]
One of the initial time saving benefits you’ll experience with Xero is bank transactions feeding into Xero via a bank feed. Hamish Edwards’ one of the original founders of Xero describes bank feeds as ‘the secret sauce of online accounting solutions’. Bank feeds work by linking the business's bank, credit card and PayPal accounts to [...]
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 [...]
Differences in the MYOB and Xero chart of accounts Here are a number of observations around the differences in the way MYOB and Xero chart of accounts work. This is useful to understand if you are assessing which system you would like to work with. Account Numbers Xero account numbers are completely wild and free [...]
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 •
Cloud expense reimbursement solutions that integrate with Xero ... minimise the friction around staff expense claims. When researching a solution the specific requirements I had included: Smart phone access; The direct supervisor needed be notified that the direct subordinate has prepared and submitted expense claims for approval; Restrict unnecessarily accessing to data of other staff; Expense claim [...]
One of those new features Xero has introduced is the Business Performance dashboard. It is a suite of standard and advanced ratios of your business. A first glance the dashboard gave me flashbacks at those ratios I had to learn for the many accounting exams I sat. What do they mean for you? In reality many [...]
Data Dear will soon no longer be available to users outside of QBO Late 2021 Data Dear was acquired by Intuit. I’ve spoken to the Intuit and the Data Dear team. The solution will be built into QBO, so it will no longer be available to external users. If you are on QBO I guess [...]
There are currently four solutions listed on the Xero marketplace that connect with Xero. Here is some research I did on them. Yes the page has stretched a bit because I used a table - I hope you can read it ok. Arlo: https://www.arlo.co/features/training-and-event-management-software-for-xero JobReady: http://www.jobready.com.au/jobready-xero-integration/ aXcelerate: http://www.axcelerate.com.au/axcelerate-xero-integration/ Do you have successful case studies [...]
