Xero Touch Reviewer s Guide

Transcription

1 Beautiful accounting software Xero Touch Reviewer s Guide Xero is the global leader in seamless online accounting and payroll software. Use this guide to understand the key features of Xero Touch, the mobile companion to Xero that helps small businesses become more successful when on the go.

2 XERO TOUCH REVIEWER S GUIDE 2 ABOUT THIS GUIDE The Xero Touch Reviewer s Guide provides a comprehensive overview of Xero Touch, the companion mobile application to Xero. Available for ios and Android devices, Xero Touch allows Xero users to perform the key tasks they want to do when out of the office: Send invoices, reconcile bank transactions, process expenses and receipts, and manage contacts all from the palm of their hand. This guide has been designed to be read on your screen. In addition to describing the features, we ve included links to online resources that may be useful. This guide contains: Information on Xero and our approach to solving small business needs. Information and resources available to small businesses. Links to additional resources that provide more information on the features described in this document.

3 XERO TOUCH REVIEWER S GUIDE 3 SECTION 1 Preparing to review Xero Touch We make it easy for you to start using Xero Touch. Follow these steps to start your evaluation.

4 XERO TOUCH REVIEWER S GUIDE 4 ABOUT XERO TOUCH Xero Touch is the mobile app for Xero accounting software and the perfect financial tool for small business owners. That s because they are often on the go, away from their home office or desktop. Xero Touch empowers owners to perform many basic accounting and bookkeeping tasks that they would otherwise have to remember to do later such as invoicing, bank reconciliation and expense claims. This ability to quickly and easily update financial information gives small business owners better control of their financial position and cashflow. It also means they make the most of their time - having the flexibility to update their records from home, at work or on the beach. For advisors, it means they provide more accurate and timely advice to their clients. Mobile apps are available for the Apple iphone and ipad, and for Android smartphones.

5 XERO TOUCH REVIEWER S GUIDE 5 TO GET STARTED STEP 1: SIGN UP TO XERO Small business owners don t need a Xero login to begin. They can sign up for a free 30-day trial by going to Xero. com and signing up. Owners are also not required to use their own data. They can use Xero s demo company, with dummy data, to try featuresand get familiar with Xero. Once an account has been set up, accessing the demo only requires a few steps: Click the list icon, then select My Xero Click Demo Company to access the Xero Dashboard This will set up a Xero environment suitable for testing. To test Xero Touch, the apps need to be installed. STEP 2: INSTALL XERO TOUCH Xero Touch is available for the most popular mobile devices. There are native versions of Xero Touch available for Apple s iphone and ipad that are optimized for each device, in addition to a version for Google Android devices. ABOUT THE DEMO COMPANY DATA We provide the Xero demo company so you can see how Xero works. The demo company is filled with fictional data that you can use and add to, to see what it s like to use Xero. When you access the demo company a copy of this data is essentially created just for you, so you can experiment with the solution - using real or fictional data. Any data you import or enter in Xero will not be kept or seen by anyone else. You are also welcome to use actual data with Xero, either entering or importing data that is more familiar to you. Use the built-in instructions or refer to the Help Centre (at help.xero.com) for more information.

6 XERO TOUCH REVIEWER S GUIDE 6 SECTION 2 Using Xero Touch Xero Touch is the perfect companion app to Xero and has loads of great features to help small businesses manage their finances, anywhere and at any time.

7 XERO TOUCH REVIEWER S GUIDE 7 GETTING STARTED Xero Touch has been designed to provide access to those core features that small businesses want to do on the go: Dashboard. A snapshot of the financial position, including bank account summaries, invoices and their status, and receipts. Invoices. Quick access to all stages of invoicing, such as overdue or unpaid, submitted or drafted. Invoices can be created here, too. Receipts. Conveniently track drafted, submitted and completed receipts; and process new expenses and receipts. Small businesses can also capture those expenses immediately by taking a photo of a receipt and submitting it on the spot. Contacts. Small businesses can keep track of their clients and contact details for easy access on the go. Data is centrally stored and updated in the cloud meaning that everything that happens in Xero gets updated in Xero Touch and visa versa.

8 XERO TOUCH REVIEWER S GUIDE 8 USING XERO TOUCH LOGGING IN Launching Xero Touch for the first time requires a login to the application. Users may then create a four-digit security code to speed the login process. Users on Apple ios devices may also login with their fingerprint through Touch ID. DASHBOARD Once logged in to Xero Touch, select the organization created for this review or use the Demo Company. Then enjoy the easy-to-understand dashboard, which provides a snapshot of the organization s financial position including bank account, invoice and expense claim status. BANK ACCOUNTS Small businesses rely on their bank accounts. But it s traditionally been difficult to match transactions in a bank account or multiple bank accounts with the accounting system. Payments come in and expenses get paid. So it s important for small businesses to easily access this data, in order to better understand their cashflow and make more-informed business decisions. Xero Touch delivers this vital information, where small businesses can view bank funds and transactions that need to be reconciled. BANK RECONCILIATION Xero s Bank Reconciliation is a key component of our accounting software on Xero Touch and on the web and allows small businesses to effortlessly keep their accounts accurate and up to date. Bank reconciliation lets small businesses easily match transactions from their bank statement with matching transactions in Xero. It s fast and fun and can be done anytime, anywhere. With Xero Touch, users can: Match. Xero finds a match, based on amount, for the imported statement line. Create. When there is no matching item in Xero, users can create one on the spot. In some cases, Xero will suggest a match based on similar and previouslyreconciled transactions. Transfer. When there is no matching transfer in Xero, users can create one immediately.

9 XERO TOUCH REVIEWER S GUIDE 9 MOBILE INVOICING Small businesses can have their invoices paid quicker and easier even while on the move with Xero Touch. Users can: Check the status of each invoice, including overdue or unpaid, submitted or drafted. Create invoices within Xero Touch and indicate the invoice recipient and the invoice due date. Users can also reference different inventory items and amend the invoice number and tax rates. Complete and label the invoice as approved and sent, approved, sent as a draft or saved as a draft. EXPENSES AND RECEIPTS Xero makes it easy to manage personal expenses and reimburse employees for payments they have made on behalf of a small business. With Xero Touch, users can: View all receipts currently in Xero, including those that are drafted and those that have been approved for payment. Receipts can be opened, reviewed and updated. Add receipts to quickly complete an expense claim. If there s a paper receipt, users can simply take a photo and upload it to the record, which then gets added to the expense claim within Xero. Record business expenditures and expense claims. Also track money spent from a business account. Although these expenses don t need to be reimbursed, it s important to keep track of all expenditure. In these cases, users simply select the bank account they spent the money from instead of choosing to be reimbursed themselves. View claim status and all past receipts. The Receipts tab shows drafts, submitted, approved and paid claims. Users also view any business-related transactions that have been created, which allows them to keep track of all expenditures for their small business. All the information is in one place no more losing those paper receipts or forgetting to claim an expense. FILES The Files capability on Xero Touch eliminates the archaic file cabinet, shoebox or computer folder method of file storage. Now, files can be scanned and uploaded anytime, anywhere. This means that small businesses can simply and conveniently store all relevant files and documents next to their financial data within Xero making collaboration with advisors even easier. Photos of receipts, assets, locations and people can be uploaded to Xero, ensuring that records can be collected and updated on the go. In addition to capturing and uploading images, Xero Touch can also be used to review any files that are in a user s inbox, allowing them to make decisions and check progress when on the move. CONTACTS Contacts allow small businesses to easily access their clients contact information when on the move with Xero Touch. The app integrates with maps for easy navigation to the client site. Users may also call or directly from the app to capitalize on new business or follow up on an existing opportunity.

10 XERO TOUCH REVIEWER S GUIDE 10 USING XERO ON A TABLET Xero Touch is also available as a native application on the Apple ipad, which takes full advantage of the larger screen. Tablet users enjoy all of the existing smartphone features of Xero Touch, including mobile invoicing, bank reconciliation, expense claims and receipts, and contacts, but have more space to work. Key functions can be performed with fewer taps and screen movements, and business owners can view more of their financial information on screen in both portrait and landscape mode - allowing them to work the way they want, where they want. In addition to the native mobile application, tablet users can use their browser to login to the full web version of Xero, should they want to access features that are not yet supported in Xero Touch.

11 XERO TOUCH REVIEWER S GUIDE 11 ADDITIONAL RESOURCES XERO SMALL BUSINESS ACCOUNTING Xero constantly releases updates and delivers even more value to our small business customers. To get the latest information, review the features pages on our website: SECURITY Our software has never been breached and we have never lost any customer data. We invest heavily to protect our customers sensitive financial information against unauthorized access and system failures, ensuring that all data is guarded to the highest level. For more about Xero s system security: PRICING Xero Touch is available at no cost. The main Xero product is available in a number of different pricing plans, subject to an organization s needs. Small businesses can move up and down plans easily as their organization evolves: ADD-ON MARKETPLACE Xero seamlessly integrates with hundreds of best-inclass business tools, including those for CRM, point of sale, time tracking, ecommerce, inventory and more. For details, visit the Xero Add-on Marketplace: CASE STUDIES Customers who use and love Xero also love to sing our praises: SMALL BUSINESS GUIDES Our small business guides are a great resource for tips, tricks and essentials on cloud accounting, invoicing, online bookkeeping, payroll, online business tools and more:

12 Beautiful accounting software