Are you looking at Xero plug-ins to increase efficiency? We can help you.
Whether you are on your way to convert to Xero or maybe already on board with running this beautiful accounting software, there are a lot of other add-ons to help optimize your accounting procedures and ensure time-saving within your business. These plug-ins range from inventory to payment, payroll, conversion, CRM, time tracking, invoicing and much more. To look at the full list of plug-ins, visit the Xero App marketplace at https://www.xero.com/za/marketplace/s/app-functions.)
Let’s look into 3 of these brilliant plug-ins.
CloudConvert
Cloud Convert is South Africa’s first source of converting Sage Pastel to Xero. This is a fast and accurate way to upgrade your accounting to Xero without loosing any of your old data.
What gets converted?
CloudConvert will move the Chart of Accounts, Customer data, Supplier data and individual Transactions data for the current and previous accounting years from your existing accounting system to Xero. You then just pick up where you left off in your new online accounting system.
What are the procedures to get your data converted?
Inform CloudConvert that you would like to convert your current accounting program data to Xero. You will have to send them login details of your accounting profile or a backup where necessary. After you have informed them that they can start with the conversion, there is a turnaround time of 2 business days where you won’t be able to make any changes within your current accounting system. Thereafter they will send you your Xero profile with the converted data all setup and ready for you to continue where you left off.
CloudConvert also has a Don’t Be Afraid of Heights page – have a look at that to help you understand the converted product you will receive.
Expensify
Expensify is an innovative receipt and expense management add-on. With Expensify and Xero you can go paperless for all your receipt and expense management needs. With Expensify, it’s faster than ever to review expenses, reimburse employees, and close your books each month, making all data reflect in realtime.
The direct Xero integration cuts down hours of manual data entry, and the rapid reimbursement feature lets accountants reimburse their clients next day, free of charge.
What does Expensify give you?
- Import of credit card transactions with SmartScan, Expensify’s patented OCR technology
- Automatic matching with receipts, eliminating all manual entry
- Simple reimbursement with direct integration – users can export approved reimbursable expenses as purchase bills, and non-reimbursable expenses as bank transactions from Expensify directly into Xero
- Easier than ever receipt management, corporate card reconciliation, and accounting with the Expensify/Xero integration
How does it work with Xero?
Once the integration is enabled, Expensify allows admins to choose which Xero organizations they’d like to attach to Expensify. Expensify can then import any chart of accounts, tax information, and tracking categories necessary for expense categorization.
How do you sync it with Xero?
Creating a Xero connection with any Expensify policy can be done in just a few clicks.
- In Expensify, head to the Connections tab.
- Select Connect to Xero, and enter your Xero login credentials.
- Select your Xero organization and your connection is ready to go.
Real-time expense reporting integrated with Xero — Expensify takes care of all the details so you can take care of business.
SimplePay
South African payroll software that simply works. Fully online and keeps you compliant with all the relevant legislation, now and in the future. Connect SimplePay and Xero for seamless accounting of your payroll.
How does it work with Xero?
You will be able to import your chart of accounts into SimplePay and then specify mappings from SimplePay’s accounts to your accounts in Xero.
Once you’ve enabled this integration, the Payment Runs screen will contain links for posting finalised payment runs to Xero. After clicking that, you will be prompted to import your chart of accounts and do the mapping.
How do you sync it with Xero?
You will need to ensure that Xero is correctly configured in order to be able to map accounts. You will also have to create certain accounts in Xero to be mapped to Simple Pay for the payroll transactions.
The detailed steps for the Xero integration can be found at the following link: https://www.simplepay.co.za/help/integrations/accounting/xero-integration
There is a whole world of ad-ons that can make your use of cloud accounting software more powerful. Spending the time to incorporate these will be an investment that saves massive amounts of time in the future.
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