Colin Hewitt – Building a cashflow forecasting solution that the business owners can rely on
I'm Colin Hewitt. I'm the CEO and co-founder of Float, which is a cash-flow forecasting piece of software that helps small businesses. Heather Smith: Sensational. So we last spoke, it [...]
Moving to a paperless office
One of the best steps that you can take – to embrace digital technology – is work towards moving your office to a paperless environment. I recorded a webinar with [...]
Clayton Oates – an Accounting Technologist embracing symbiotic relationships with software providers
Heather Smith: Thank you so much, Clayton, for being on Cloud Stories with me and our listeners today. I'd like to start off by asking you, Who are you and [...]
Xero’s Business Performance Dashboard
The Xero Business Performance dashboard contains numerous financial ratios and KPI's. However they can be somewhat hidden if you don't know how to access them. To access the Xero Business Performance [...]
Phong Le – Underdogs disrupting and challenging the big players
Today I am speaking with Phong Le Head of Growth APAC from Expensify the only expense claims and management tool built for companies of all sizes, from solopreneurs to the [...]
Ep.52 Daniel Tramontana – BGL Corporate Solutions – Humility, Focus, Resilience and Trust
Today I am speaking with Daniel Tramontana. Daniel joined BGL in 1997. During this time, Daniel has been part of the accountant's journey in transitioning from DOS to Windows and [...]
Essential Apps for Conference Attendees plus a Business Travel Packing Check List
Here’s my own personal favourite list of essential Apps and packing list for conference travel. APPS Expensify – for all of your reimbursable travel expenses plus it will organise your [...]
The Concierge Area of Expensify
Transcript: Today I am looking at Expensify the cloud solution for Expense Reports and Expense Management. Today I’m going to look at the CONCIERGE AREA, which you find on the [...]
What Expensify is, and how it integrates with Xero
Expensify’s Head of Growth for the APAC region, Phong Le recently shared with Xero, what Expensify is, and how it integrates with Xero. Click here to watch the video Expense [...]
How can Apps connect with Accountants and Bookkeepers?
If you want to sell to accountants and bookkeepers, join relevant forums, introduce yourself, tell people what the solution does, give them information about the solution, and how the integration [...]
Questions to ask when investigating a CRM solution
If you’re looking for a Customer Relationship Management (CRM) Solution I suggest you consider the following questions. Are you selling B2B or B2C? What industry do you operate in? How [...]
Xero + GSuite Marketplace Apps
I use GSuite (Formerly Google Apps) in my business. Part of the GSuite offering is a Marketplace of apps. The image indicates the Apps I identified as working with Xero [...]
The benefits of niching and working with a partner programme
I’ve been closely involved with the cloud accountants, bookkeepers and advisors community for the last decade. For many practices, the adoption of technology and automation of compliance has resulted in [...]
Expensify and Receipt Bank
With so many different app solutions available to us – it is overwhelming and time-consuming to understand their nuances – when they can be used and how they can help [...]
What I saw at 2017 Xero roadshow
Here is my wrap up of the 2017 Xero roadshows. I attended both the Brisbane and Gold Coast Xero roadshows. Last year I noted that this was something that Helen [...]
Online appointment scheduling solution
Imagine opening up your computer in the morning and a Day Sheet arrives in your inbox with an assortment of client scheduled meetings for the day. You’ve not wasted any [...]
What Xero integrated payment services allow you to on-charge the fees to the client?
A client asked me “What Xero integrated payment services allow you to on-charge the fees to the client?” I looked at eight different solutions, and two had this feature: IntegraPay [...]
Own Tomorrow. What I saw at 2017 MYOB Incite
Incite (definition) to move to action: stir up : spur on : urge on. Merriam Webster Martin McLean of Team Race Bookkkeeping On the first Friday in February I [...]
Xerocon 2016 and it’s impact on my business journey
On Thursday 6th October there’s a panel discussion on the Lessons Learnt at Xerocon featuring Tracey Newman, Cassandra Scott and Justin Campbell. It will be held at Brisbane’s River City [...]
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 [...]
Understanding bank feeds
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 [...]
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 [...]
Differences in the MYOB and Xero chart of accounts
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 [...]
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 •
IQBOXY v Expensify v AppsForOps v Nexonia v Abukai v Webexpenses
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 [...]