Xero for School Accounting

Michelle TaggartXero Community Education Manager

Craig McWilliamExecutive Officer - Wellington East Girls College

Business Manager - Onslow College

○ Who is Xero & what do we do

○ Our benefits for schools in NZ

○ Our ecosystem & business platform

○ Xero Demonstration

○ Case study - Wellington East Girls College

○ Q & A

Who is Xero ?

Single Ledger

subscribers worldwide

7 000, 17

Best in class availability

Innovative support model – delivering high customer satisfaction

Industry leading resiliency

20% attach rate

40% attach rate across premium editions

Over 20,000 registered developers

World class experience

Uptime

Ecosystem applications

1st accounting experience people love

Recognised leader 1st 3 markets

Responsive and trustedrelationship with customers

500+

Global

500 +

"Xero has totally ‘revitalised’ our school accounting and financial practices! We can now make better decisions based-on accurate, up-to-date information.

The biggest surprise is how easily staff have made the transition – they have found it straightforward and intuitive! Now we are spending less time but getting better outcomes.

Changing to Xero is one of the best decision we have made.”

Roy Sye - Principal Tamatea Intermediate School, Napier

“Xero has made a significant difference to our school in a very short time. We have reviewed our internal financial systems and we now have efficient and highly effective systems in place.

Staff have found it very, very easy to use and understand, very easy to navigate around and have said it requires less work on their part while giving us very up to date financial information.

In a word we believe it is brilliant!”

Rohan Pearse – Mayfair school, Hastings

School’s Say….

•Overview of key features - dashboard, bank rec, invoices & bills

•More processing power - bank rules, files & contact groups

•Customisable reporting - tracking filters & reporting tools

Xero Demo

Let’s take a look….

•Drivers for change

•Why Xero

• Lessons learnt

Case Study - Wellington East Girls College

● Maintenance and support

● Efficiency and optimisation

● Features

● Compliance

● Cost

Drivers for change

● Mature cloud based product with fantastic support resources

● Inexpensive

● User focussed with an emphasis on reducing re-keying of data○ Invoice reminders○ Purchase orders○ Assign expenses○ Find & Recode

● Grant your auditor read-only access

Why Xero?

Add-ons in action

Reporting

Detailed tracking reports

Customised management reporting

● Spend some time with the product

● Consider whether you want to work the way you have in the past or make changes to take advantage of Xero’s features

● Xero files - changes your team’s workflow

● Tracking codes - worth the investment

● Student invoicing - in Xero or SMS?

Lessons learnt

and ….there’s help

www.xero.com/training

www.xero.com