HomePage

HomePage blogs to appear on the HomePage

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 attended the MYOB Incite conference in Brisbane. I registered in early January for the event and then a couple of weeks later a confirmation email [...]

2017-11-10T03:43:04+10:00February 8th, 2017|

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 Labs RSVP here: MasterMind MeetUp Whether by design, by the sheer size, by the learning, by the networks or the connections and the community Xerocon [...]

2017-10-28T13:49:46+10:00October 5th, 2016|

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, [...]

2021-01-19T11:37:21+10:00September 26th, 2016|

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 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 [...]

2017-03-01T14:27:35+10:00September 25th, 2016|

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 [...]

2021-08-17T15:33:27+10:00September 23rd, 2016|

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 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 [...]

2017-03-01T14:27:37+10:00September 23rd, 2016|

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+10:00September 16th, 2016|

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 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 [...]

2017-11-10T03:41:32+10:00September 14th, 2016|

Deep diving into Xero’s business performance dashboard

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 [...]

2017-03-01T14:27:41+10:00September 14th, 2016|
Go to Top