Xero

XERO

As certified Xero advisors look no further than the team at Count on Us to help you with all your Xero accounting needs. Together we can find a Xero package to suit your current and future business needs, have it set up for you and provide you with training and support if needed.

Feel free to read through the information provided below. If you need assistance at any time, please contact us on 04 387 8113.

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XERO CASHBOOK

Xero’s intuitive design and advanced features makes accounting accessible for both you the business owner and your trusted accounting advisor. Xero Cashbook has been designed to help you manage your cash whilst allowing your accountant to manage your books, using the same data at the same time – anywhere, anytime.

KEEPING IT SIMPLE

Xero Cashbook is ideal for businesses that don’t have invoicing requirements. It is a simplified version of Xero, available to you through your accountant as part of their services to you. Accessed in exactly the same way as the standard version of Xero – Xero Cashbook allows you to manage your cashflow over the internet with no software to install and no hassle to setup.

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A LITTLE OR A LOT

Xero Cashbook has two roles to meet the level of input you want to have in your accounts.

1. The Managed role gives you access to add comments on bank transactions, which your accountant can then code.
This helps you become familiar with accounting without having to learn all aspects, and it’s perfect if you turned up to your accountant’s office last year end with a ‘shoebox’ of receipts.

2. The Cashbook role provides more functionality. You can easily code transactions and prepare cash based sales tax reports. Ideal if you’re already using installed cashbook software or Excel spreadsheets.

In both cases your accountant can review your information at any stage and provide input for your business during the year.

EVOLVES WITH YOUR BUSINESS

With Xero Cashbook, you don’t have to be intimidated by complex accounting features. When you are ready and willing to manage invoicing and payables, simply upgrade and unlock further functionality within Xero.

ON THE SAME PAGE

With Xero Cashbook you can communicate directly with your accountant from within Xero, using the Ask My Accountant functionality. This feature allows both you and your accountant to view and share the same information at the same time. No more sending large, out-of-date files back and forth, and no need for either party to upgrade software just to be compatible.

GET THE MOST OUT OF YOUR ACCOUNTANT

Xero Cashbook is an ideal tool that allows your accountant to help you work on your business by offering you services such as monthly reports, sales tax preparation and budget forecasts – providing you with the information you need to grow and improve your business.

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ALL YOU NEED TO RUN YOUR BUSINESS

Online accounting

See your cashflow in real-time. Just login anytime, anywhere.

Bank reconciliation

Automatically import and code your bank transactions.

Financial reporting

Up-to-date reporting with quick links to all the original transactions.

Invoicing

Create and send invoices automatically and get paid online.

Payroll

Free tax tables, always up-to-date. Employee self-service payslips & leave.

Expense Claims

Expense claims Handle personal expenses – just review and approve receipts.

Pay Bills

Manage your spending and make bill payments in bulk to creditors.

Inventory

Track stock movements and make invoicing even easier with inventory items.

Free Online Support

Unlimited, around the clock email support and detailed online help centre.

Multi Currency

Reconcile foreign currency accounts. Gains and losses are calculated for you.

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