case study - 10 things xero makes easy for business owners
It's half term at our house & I must have drawn some major short straw without realising it.
Amid the chaos, as a busy mum, marketing person, etc, I still needed to work. Mainly from the phone, sometimes an hour from the computer, and I still needed a grip on the business finances as that’s one of my tasks!
I decide this is by far the toughest test for Xero yet!
Can Xero really make any of my life as a business owner easy, especially when faced with the school holiday week?
So, here are the 10 things I successfully did. All simple & all whilst being “Mum” to our little sweethearts:
I've received invoices from suppliers into my email inbox this week. Not many, but still need dealing with. I've simply forwarded them to my Xero files inbox so I can attach the documents to the transaction in Xero. No paper to deal with whatsoever!
It's a great comfort for me to open the Xero App on my phone and see the guys raising their invoices to our clients, and I can see payments coming in.
The automatic bank feed means I can reconcile bank transactions via the Xero App in literally seconds, so everything's kept up to date.
I needed to check how much the monthly PAYE payment was - easy to check the payroll tab in Xero.
I had a few receipts in my purse from costs made using the debit card back end of last week. So from the Xero App, I've taken a photo & created a transaction for the cost, where I can then reconcile to the bank. Got the kids to take it in turns holding the receipts in the air for me to take the pics! Receipts in recycling and purse lighter!
Automatic invoice reminders are already set up in Xero - means I’m doing some credit control without actually doing anything.
You can have as many people working in Xero as is needed - so whenever I've needed to check in, I've not needed to ask others to log out first!
Able to check in from the park easily too!
Needed to resend an invoice to a customer - another easy task from the Xero App!
Dashboard view has been invaluable this week. See key metrics & data in a flash, such as bank balances, sales invoices awaiting payment for, purchase invoices that we have yet to pay - absolute key when I've got 1 minute to check that out, as the ice-cream van has just turned up and the kids want one!
They were my top 10 during a hectic week, and I conclude that Xero has well and truly passed the test!
can your xero pass the test?
When your Xero is set up in the best possible way, you quickly start to see the powerful benefits.
Happy Xero-ing folks!