This news will brighten many a day. Thanks to months of tireless work by our development team, we’re about to see what happens when ‘beautiful accounting’ meets ‘automated admin’.
Although you’ll be glad to know – we have a pretty good idea.
AccountancyManager joins the Xero app marketplace
At 1.44pm on Wednesday this week, Josh – our Development Team Lead – forwarded us the email we’ve all been waiting for. Having passed the reassuringly meticulous scrutiny of Xero’s partner team, our integration is now live.
A quick thank you
The Xero integration exists because our users wanted it. That’s been the case – and will continue to be the case – for many AccountancyManager functions and features. James and Alex originally built AM with accountants literally by their side. Likewise, the future of AM lies in the needs of our existing and prospective users.
We’d just like to thank all the people that have requested the AccountancyManager-Xero integration, those that took part in our beta testing stage and – of course, Xero.
We hope it’s worth the wait – do let us know what you think.
Recurring invoices (invoices, invoices)
By far the most hotly anticipated feature among users that invoice through AccountancyManager is recurring invoices. Now, you can simply set them up as usual in Xero and they’ll be sent from AM.
Double-entry is one thing. Duplicating data entry, quite another.
This is where the AM/Xero integration has the biggest impact on your day. Instead of creating invoices in Xero and AM, create them once in AccountancyManager and at the click of a button they’ll be in Xero. When you receive payment, mark your invoices as paid in AM – and you’ll see it reflected in Xero.
Same goes for client details. When your clients make changes to their personal or business details in Xero, the sync will update AccountancyManager. Likewise, if you change something in AM, Xero will change too.
If you’d rather create your invoices in Xero that’s no problem. You can send them over to AccountancyManager just as easily. But (and it’s a big but) when you create them in AM you fully unlock the power of the integration…
Build invoices as you work and track client profitability
Using the timer in AccountancyManager, you can track the time you spend on any chargeable tasks for each client. So as you work, AM builds invoices in the background – ready to go at a moment’s notice – or at a pre-set frequency. This also builds an invaluable picture of how profitable each client is and where there might be untapped opportunities across your business.
Take ‘chase unpaid invoices’ off your to-do list – forever
AccountancyManager excels at getting you what you need from your client in good time – be it accounts, signatures, details – or a paid invoice. Until you get what you need, AM will continue to send gentle, occasional nudges. (Or not-so-gentle, rather insistent requests – the content and frequency is entirely up to you.)
Everything in one place: Client info, your daily tasks & invoices
Sending your invoices from AM means they’ll be added to your clients’ timelines, along with every (deep breath): email, text and phone call between you and your client, documents sent and received and all tasks you complete for that client. This keeps all the documents you and your clients’ share, in one place – for quick reference on both sides – in your client’s portal on AM.
New to AccountancyManager or Xero?
If you’re already using Xero and want to introduce AccountancyManager to automate and track your practice’s admin. With the integration, you can pull all your client contact information through from Xero to AM.
Thanks to the two-way sync, this also works in reverse. If you already use AccountancyManager to run your practice, you can use your client database to populate Xero.
Give AccountancyManager a try for 30 days – free
Or give us a call – 01926 355366
