Easy Add-ons Chasing Debts

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2 Table of Contents Easy Add-ons Chasing Debts CRM Easy Reporting Quotes Receipt & Invoice Entry Time Tracking Moderate Add-ons Payroll CRM / Customer Analytics Cashflow Forecasting Reporting Advanced Add-ons WorkflowMax Job Management simpro Job Management Unleashed Online Inventory Vend Point of Sale

3 Easy Add-ons Add-ons that are quick and easy to use and can be generally activated with little or no direct assistance or training - the key thing to remember is when and how to recommend them to clients. Chasing Debts Debtor Daddy Quick and easy automated payment reminders. Ensure clients understand when and how s are sent, how to prevent them being sent to certain clients. Retrieves outstanding AR invoices and contacts at regular intervals. Does not update any data back to Xero. XO Cashflow Overdue invoice reminders and workflow tool for chasing up overdue debts. Integration is straightforward - ideal for clients that have a regular number of customers that need to be chased to pay their invoices. Retrieves outstanding AR invoices and contacts at regular intervals. Does not update any data back to Xero.

4 CRM Capsule CRM Simple business CRM - sync contacts between Capsule and Xero and view invoice information in Capsule. Fast and easy to setup. The only tricky part is creating a link back to Capsule within the contact view in Xero - see the last section of the integration guide for the steps involved: Syncs contact data, retrieves invoice details to be displayed in Capsule (dates, amounts etc). Highrise CRM Highrise is a popular CRM from 37 Signals. Many existing Xero customers currently use Highrise to manage contacts and track proposals and deals. Xero automatically imports contacts with a specific tag, creating a Xero contact with the same details. Syncs contact data (one way to Xero).

5 Easy Reporting Spotlight Dashboard 1 page essential performance reports for your client s business. To get the most out of it for your clients, attend a free training webinar: Retrieves key data from the Xero organisation. Quotes Quotient Simple quoting for business. Prepare great looking quotes and manage the quotation workflow. Very simple to set up - ensure the account code mapping is set up correctly. Creates AR invoices.

6 Receipt & Invoice Entry Receipt Bank Very popular receipts and invoices entry add-on. In the process setting up a free post service for New Zealand. Ensure the account code mapping is set up correctly. Receipts and invoices will appear as AP invoices. Creates AP invoices. Shoeboxed Popular receipts/invoices entry Add-on with offices in Australia & USA. Ensure the account code mapping is set up correctly. Creates AP invoices.

7 Time Tracking MinuteDock Fast and easy time tracking. Ensure contacts are synced properly or are manually created in MinuteDock to be exported back, before logging time. Syncs contact data, creates draft AR invoices in Xero.

8 Moderate Add-ons These Add-ons are not particularly complex from an accounting point of view, but will require some more advanced knowledge of the product itself, or the particular situations where it might be of use to your clients. Payroll ipayroll Online payroll, one of our most popular payroll Add-ons The Xero integration itself is quite straightforward ensure the account codes are correctly mapped in Xero. Moderate Add-on The main effort will be around ensuring members of your practice and clients that will be using ipayroll are trained on it s use. Check to see if using tracking categories in Xero for wage costs is something your client might require ipayroll supports the use of tracking categories on the AP invoice generated. Creates an approved AP invoice in Xero when payroll is confirmed. SmartPayroll Cost-effective online payroll/wages system for small-to-medium businesses. The Xero integration itself is quite straightforward ensure the account codes are correctly mapped in Xero. Moderate Add-on The main effort will be around ensuring members of your practice and clients that will be using SmartPayroll are trained in it s use. SmartPayroll using tracking categories in Xero for wage costs is something your client might require be sure to follow the detailed setup instructions on this. Creates a draft AP invoice in Xero when payroll is confirmed.

9 CRM / Customer Analytics Peoplemine Quick and easy automated payment reminders. In order to be of use, Peoplemine needs to have access to customer details and transactions so retail situations where customer details are not captured or syncronised with Xero may not be suitable. Connecting a free trial of Peoplemine to a Xero demo company is a great way to get started and understanding what Peoplemine can do. Moderate Add-on In order for your clients to get the best out of this Add-on, you should be familiar with the business value derived from use of Peoplemine. Having a member of the practice that is familiar with how Peoplemine works, and scheduling an initial session with the client, followed by regular check-ins on progress are a good way to achieve this. Extracts customer details, invoices and inventory items from Xero on a regular basis.

10 Cashflow Forecasting Spotlight Forecasting Create detailed budgets and cash flow forecasts for your clients. The Xero integration itself is quite straightforward as it is extracting data only, the main effort will be in preparing budgets and forecasts. Spotlight Forecasting uses report codes these should allocate accounts automatically, be check the documentation for things to look out for. Moderate Add-on The main effort will be around ensuring members of your practice and clients that will be using Spotlight Forecasting are trained on it s use. Spotlight regularly runs training events contact them for more info. Extracts report data from Xero. Reporting Fathom Financial analysis, reporting & benchmarking. As a reporting tool, the Xero integration is quite straightforward. It is easy to get up and running quickly with Fathom, but to get the most out of it, ensure you explore all product features. Moderate Add-on Spend some time customizing reports to your requirements, and explore the more advanced alerts and benchmarking features to get the most out of the product. To request a demo by Fathom for your practice, contact them here: Extracts report data from Xero.

11 Advanced Add-ons Advanced Add-ons have an advanced level of accounting and application integration which means getting to grips with them will require an investment of time to get the most out of the product when used with Xero. Many have partner programs and consulting partners to assist with this if required. WorkflowMax Job Management Who is Workflowmax suitable for? WorkflowMax caters well for the following vertical industries: - Creatives - Professional Services - IT services - Smaller trades The application is flexible enough to work across a broad range of sizes from a single user to a 100 person IT consulting firm. Pricing is based on user banding and can be viewed at Set up and implementation Setup requires the user to create a trial account via the website. There is a range of free webinars covering introduction and training, along with video tutorials and help within the application itself. The vast majority of users are self starters and don t require any assistance. However there are consulting partners based in all major centres that can assist with setup and implementation if required, details again can be found via our website If you wish to partner with WorkflowMax to provide training/implementation support for your client base then please contact us to arrange for partner certification training: Training and support WorkflowMax run four different webinars throughout the week ranging from a broad introduction through to specific training detail on how to raise an invoice. To register go to: There is also a range of self starting videos within the Help menu that will guide the user from the very first steps of setup through to creating their first invoice. If users or partners require one on one online assistance the support team is available between 7am-7pm daily to run through any queries.

12 simpro Job Management Who is simpro suitable for? simpro is best suited to: Plumbers Electricians Fire Heat Pumps/ Refrigeration Security With simpro, Tradespeople get all the tools they need to manage their business online. Jobs, Inventory, Scheduling, Quoting, CRM, Project Management and Mobility. If your client is a member of Master Plumbers (MPGD) or Master Electricians (ECANZ) in New Zealand, they receive their first Streamline license, for one full year, for free, saving them $468+gst. Set up and implementation Both SimPRO Streamline (best suited for businesses starting out, with a company size of up to 10) and simpro Enterprise (more advanced, with addons available for vehicle tracking, SMS, POS & asset management) have free trials: Once signed in, there is a checklist of operations to complete in order to get the simpro system up and running. With the tasks being relatively self-explanatory, your average business owner and their staff members are able to make use of the system easily. Xero works perfectly with simpro, and is simple to integrate and use. To setup the appropriate departments and accounts, please refer to this video. Training and support simpro provides online support, support, phone support as well as video tutorials and an interactive help menu to answer the questions most people ask. There are regular introductory webinars for people who are using the Streamline system and need assistance getting started. They also have the option of using live chat for assistance. Training can be purchased as an option for advanced information. If you would like to be a point of contact for support and training, please talk with simpro for further information. Karen Francis is the partner consultant, and can be ed on karen.francis@simpro.co.nz

13 Unleashed Online Inventory Who is Unleashed suitable for? Unleashed is suitable for many companies that have a inventory management requirements, particularly those that: Need a fully integrated inventory control system Are currently using spreadsheets or manual stock control processes Require stock control, importing and exporting in foreign currencies Wish to sell stock online and manage their inventory Set up and implementation Unleashed has a free 14 day trial which can be used to become familiar with the product. As Unleashed has a large number of features ( it might be best to first attend a webinar (below) before proceeding with the trial. Unleashed has a large number of implementation and training consulting partners: - if you don t think you will have capacity for someone in your practice to take the time to fully familiarize themselves with Unleashed, it may be better to partner with a training or implementation consulting partner of Unleashed that can assist. Training and support Regular introductory webinars to Unleashed are run. To check for upcoming events and register for a webinar, check the events page: The Unleashed support site also contains a large number of tutorial videos that covers topics in depth: In addition, If you wish to join the Unleashed partner program, check out the details here:

14 Vend Point of Sale Who is Vend suitable for? Vend caters well for the following vertical industries: Fashion & Apparel Cafes Sports and Outdoors Specialty retail Vend works as well for the small owner operator with one store, up to 30+ stores in a chain or a franchise. We work with larger franchises also. A typical Vend user is a SME retailer, where the owner is very active in the business. Vend is particularly strong with retailers who have stock, as our inventory module is fairly comprehensive for retail. Set up and implementation Vend customers can signup for a 60 day trial account on our website, just like they would for Xero. While on trial, our support team of Vend Masters can assist with any config and setup, typically help importing products, setting up their registers, and assisting with any hardware setup. We also have a certified partner programme, and a network of 120 partners around the world who can help with any on site assistance or consultancy. Training and support We run partner training twice a week. For customers, when they activate their account, they get their own personal Vend Master who can show them the ropes and help with any setup. We have a library of training videos that grows monthly, and a comprehensive online knowledge base of support articles and how-to guides. Our support team are available 8am - 6pm 5 days a week and Saturday mornings, and can help via and our support portal,