We work with Xero at KBS Oakes Partnership
Xero is online accounting software that lets you input, access and keep an eye on your financial information wherever you are. Xero is very easy to use whether you’re just starting on accounting software or you’re switching from a different product. We’ll help you get set up and put a process in place to make your bookkeeping a breeze.
We are able to help and support you familiarise and manage this process. While it may seem daunting to swap over, we assure you that it will simplify the way you do your accounts.
Here’s just some of what you can do with Xero
Connecting Bank Accounts
Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. This in itself is a hugely time-saving element of using Xero. Here’s a support article on how to set things up.
Reconciling Bank Accounts
Once Xero is connected to your bank, reconciling is no longer a chore. See how to find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts.
Creating Quotes
Find out how to create and send a professional looking quote to your customers using Xero. You can easily track the status of your quotes and convert them to invoices in just a few clicks. Anything that simplifies this process always saves time.
Invoicing Customers
Learn about easy-to-use Xero online invoicing to create and send great-looking and professional invoices. It also gives your customers the ability to pay you online. This can often help you get paid faster. The world of online banking is changing so it is important to keep up with these changes.
Creating Purchase Orders
You can easily and simply manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.
Paying Suppliers
Keeping on top of paying suppliers is incredibly important. Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. See how to pay bills individually or in batches, and set up repeating bill payments.
Managing Expenses
Xero Expenses helps you reduce the hidden costs of processing expense claims by giving you simplified workflows, powerful control, and integrated accounting – all inside Xero.
Managing Projects
Xero Projects is a simple way to track the time and money you spend on each job. Find out how to create a project, add time and expenses, invoice the project, and monitor its profitability.
