Xero

Xero is a cloud-based accounting software for small businesses, Accountants and Bookkeepers.

Being cloud-based means all the data you input can be accessed anywhere at any time. Cloud-based is especially good for workers on the move as Xero is so flexible. Xero also has an app, which can be accessed from iPhones, iPads, Android phones and tablets. You can log in at any time, any place as long as there is an internet connection.

Track your time – record the hours you work with the wide range of add-ons available, for example one add-on Xero can link with is Workflow Max. With Workflow Max, you can record your hours at a cost which can then be calculated by generating a report. This allows you to see which jobs are the most profitable.

With Xero, invoices can be sent remotely straight to the customer. You would then receive a notification to say they have opened the invoice, which can reduce the time it takes to get paid, therefore improving your cash flow. Xero can also link with your bank, credit card and PayPal. This is useful in reducing your workload as it can automatically match payments up to invoices, which just leaves you to approve them.

Reports and budgets can be created in seconds using real time data, which allows you to constantly see your financial position.

Workflow Max

Workflow Max is a management piece of software that helps you create quotes or estimates and converts them into a job. You can track your time and costs against the job, so you can instantly see how profitable the job is going to be.

Purchase orders and sales invoices can also be created in Workflow Max and link to the accountancy software Xero for a fully integrated Workflow management and accounting solution. Some of the benefits of using Workflow Max is, it provides you with:

Easy job management – You can organise jobs in order of priority and end dates, which will help you manage your time efficiently and ensure deadlines are met. Jobs can also be assigned to specific individuals or groups of people, so all your team members can be included in relevant jobs. Jobs can be assigned as billable or unbillable and you can charge different rates for each individual.

Track your time – Workflow Max also has the ability to record your time against specific jobs, which saves you time in completing manual time sheets. This helps you reduce the time wasted on completing small tasks for little or no return, and allows you to focus on high profit jobs.

The best thing about Workflow Max is its cloud based, which means you have the ability of accessing it anywhere in the world, at any time! This is great for your employees, as they can record their time against a job whilst being on the road, without coming into the office!

Let us show you how Workflow Max can systemise your business and focus your team.