Accounting Xero for School - AIS NZ · "Xero has totally ‘revitalised’ our school accounting...
Transcript of Accounting Xero for School - AIS NZ · "Xero has totally ‘revitalised’ our school accounting...
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