Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more. You can collaborate over your up-to-date numbers. Invite your team and work together on financials. Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time. It’s all online, so you can work when and where you want to. Looking to get more out of your Xero license? Contact our digital advisory team by emailing call 01 or contact Ryan below.Xero is easy to use online accounting software that’s designed specifically for small businesses. More on invoice automation using Dext in our previous Fintech Friday here. Simply take a picture of your receipts via their app, or email your invoice into your account and the bill will be processed and added to your Xero. Save yourself a huge amount of time from typing out bills whenever needed. Okay, this isn’t directly within the Xero App, but your mobile accounting can be supercharged by adding some software for invoice automation. Pick-up things like bank charges, wages and HMRC payments to save time in the long-run – all whilst ensuring consistency in your allocation. You can even make contact-specific ones for clients that require different tones or content.įor items not involving sales or purchase invoices, create bank rules to make the bank reconciliations into one-click jobs. Save yourself time on things like writing out the same email with tone, terms and specifics to each customer, and instead make a template for this. It cannot be stressed how much creating templates can help the transition. Understandably, you aren’t able to access the full suite of reports available via desktop (the aspect ratio would be awful, for a start!), but the aim is to give you basic reports like a profit and loss or a view of your historic cashflow. The Xero app features a few key reports to give you insights while on the move. Having this information at your fingertips allows you to better manage and plan your bills and payment schedules. Much like your summary of sales invoices, from in-app you can have an overview of upcoming and overdue purchase invoices. Match invoices and bills to transactions, use bank rules and receive suggested matches – all these desktop features are incorporated in the app so that you can manage them on the go. That formidable task every month-end or VAT quarter can instead be broken down into little, but often, reconciliations via the mobile app. It can sometimes be seen as a chore to update your business bank transactions. If you’re expecting to invoice a new customer, their contact card can also be added to your Xero CRM from within the app. Stay in control of your upcoming and overdue invoices from in-app, along with being able to send any additional chases required – all from one central place. Whilst the thought of typing each invoice out on a phone might be daunting, utilising the ‘Products and Services’ section of Xero and creating a ‘menu’ of your recurring charges will save you time and enable you to simply select from a dropdown on your phone. – send out any items directly to customers. The Xero mobile app gives you full functionality to: The best place to begin is with the profit-driver of the business – sales. If you are a business owner on the move, here are our must-use (and often under-used) features of the Xero accounting app. In a world where we check our phone on average 221 times a day, it’s no wonder that Xero have developed the app to be such a powerful on-the-go tool.Īnd, because Xero is cloud-based, any updates made via the mobile app will sync so you can rest assured that any changes made will be live when you next access Xero from another device. The Xero accounting mobile app enables you to do most of the tasks that you can perform in a web browser but from your mobile.
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