Xero

[lazy farmer]

So following on from previous thread.any suggestions on how to find a xero trained farm secretary as current one is employed through consultancy group whom I don’t think use xero.

 

[Chae1]

It's easy you wouldn't need training. I can do it and I've had Xero training. I'm the farm idiot.

 

[Still Farming]

See mtd software and other threads on here as there is plenty.

 

[pappuller]

So following on from previous thread.any suggestions on how to find a xero trained farm secretary as current one is employed through consultancy group whom I don’t think use xero.

If you have xero set up and linked to your bank feed, do you need a farm secretary? Our small humble ag accountants have a couple of excellent whippersnappers who seem to know xero inside out

 

[Martyn]

I use it all the time, can’t see why you can’t do two evenings a month to it, surprisingly how much you can do in a hour, set your self up to photograph invoices so the copy straight to Xero. All the info there then

 

[O'Reilly]

I'd be surprised if your secretary can't do xero as it seems very common. Not all accountants like it, it doesn't do stock valuation very well apparently. Before jumping in, choose your new accountant, then ask what they like to work with.

 

[TheRanger]

I use it all the time, can’t see why you can’t do two evenings a month to it, surprisingly how much you can do in a hour, set your self up to photograph invoices so the copy straight to Xero. All the info there then

Better still, don't accept paper invoices from your supplies. Supplier emails you an invoice, you forward the email directly to Xero and it will then mostly auto fill on Xero.

Hate getting one through the post that I've got to take a photo of these days.

 

[Clive]

I'd be surprised if your secretary can't do xero as it seems very common. Not all accountants like it, it doesn't do stock valuation very well apparently. Before jumping in, choose your new accountant, then ask what they like to work with.

accountants surly like the software they are paid a commission on ! i certainly wouldn’t let them decide what software I wanted to use

 

[Clive]

there is no Xero training - it’s so simple I could teach my labrador to use it in an hour or so

 

[Boysground]

@lazy farmer When I first started with xero i spent a couple of hours with my accountant. Just to go through the basics. After that i am entirely self taught, once you learn the basics it is easy.

Start simple and just learn a bit at a time. The online forum is useful and there is a lot of experience on TFF.

Tbh a farm bookkeeper who has used any other system will be able to use Xero.

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[frederick]

So following on from previous thread.any suggestions on how to find a xero trained farm secretary as current one is employed through consultancy group whom I don’t think use xero.

I think the first question is to find out why your consultants aren't using xero or a similar cloud based system with auto bank imports.

Where do your accounts live. Is it in your computer or her computer. Once your on the cloud you will always have access to it and you can even get your secretary to do something from her home.

Don't ditch your secretary xero is simple but allow it to save her time don't take on another job because it's relatively straight forward.

If they don't want to change have a look here. This is the somerset list you could also look at Dorset

Members Directory - IAgSA | The Institute of Agricultural Secretaries and Administrators Limited

 

[frederick]

I keep hearing people forwarding emails to xero and it self extracting. Do you mean xero or is it hubdoc which is free with xero. When we started with hubdoc xero could only attach the emailed invoice but not extract it.

Not sure I would change though as hubdoc is a better filing method for invoices than xero which means any invoice over the last 5years is available to me at any time anywhere.

 

[redsloe]

I use it all the time, can’t see why you can’t do two evenings a month to it, surprisingly how much you can do in a hour, set your self up to photograph invoices so the copy straight to Xero. All the info there then

I use the hubdoc attachment and its good on emailed invoices but won't lift all the info on photos of invoices. As a consequence I still enter it manually as its quicker.

 

[frederick]

I use the hubdoc attachment and its good on emailed invoices but won't lift all the info on photos of invoices. As a consequence I still enter it manually as its quicker.

We still use hubdoc for those and enter it manually in hubdoc. The reason is it means all invoices are in the same system and the accountants will never want to see a paper one because they already have it electronically.

 

[DrDunc]

there is no Xero training - it’s so simple I could teach my labrador to use it in an hour or so

Accountants producing the tax returns from xero are still invoicing the same amount they did pre digital, despite now not having mountains of paper to wade through.....

They must be employing more expensive labradors these days

 

[40 series]

Accountants producing the tax returns from xero are still invoicing the same amount they did pre digital, despite now not having mountains of paper to wade through.....

They must be employing more expensive labradors these days

That would seem to be the case alright

 

[Boysground]

I keep hearing people forwarding emails to xero and it self extracting. Do you mean xero or is it hubdoc which is free with xero. When we started with hubdoc xero could only attach the emailed invoice but not extract it.

Not sure I would change though as hubdoc is a better filing method for invoices than xero which means any invoice over the last 5years is available to me at any time anywhere.

I couldn’t get on with hubdoc so forward most to ezzybills. It reads the invoice and creates a draft, once it has learnt a supplier it self fills most lines correctly. 4 or 5 pages of vet bill will be spot on. Some paperwork it doesn’t like, one of my machinery suppliers changed to a logo on a curve, even with vat and company numbers correct ezzybills calls them another name, at least it’s always the same. Some of the bills i know cause problems just get sent straight to xero files.

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[Danieljack1991]

Xero is definitely easier to use than quickbooks, was thinking of switching to sage but I’m thinking Xero is best value £

 

[DrDunc]

Xero is definitely easier to use than quickbooks, was thinking of switching to sage but I’m thinking Xero is best value £

Unless sage has dramatically improved, it's written by accountants, for accountants, to make anyone who isn't an accountant think that it's difficult to be an accountant

Xero is in comparison simplicity itself

 

[ollie989898]

Xero is definitely easier to use than quickbooks, was thinking of switching to sage but I’m thinking Xero is best value £

Sage?! I'd rather sit and put needles in my eyes than use Sage. I doubt even most accountants understand Sage. It is far from intuitive compared to Xero I would say.