Helpful Resources

XERO MARKETPLACE (ADD-ONS)

Xero is an accounting software for small business enterprises and will give you all the functionality you will require to successfully run your day to day bookkeeping.

Xero works with 800+ Apps and Xero Marketplace reveals a gamut of Add-ons, or tools, to enhance the efficiency of your bookkeeping by integrating other software developed for specific purposes. These Apps vary widely such as help with Bills and Expenses, Debtor tracking, eCommerce, Stock control, Point of Sale, Reporting, Time Tracking etc. The diversity is immense and so at Bookkeeping Synergy we have looked at our greatest need for efficiency, trialed a few of the Apps and made our choice on which add-ons we will use. Let us show you a few:

Tripcatcher:

Advertises as ‘Your New Favourite Mileage App’ – and it is! Complete your mileage expenses anywhere using the web app or phone app. It automatically calculates the VAT on your mileage expenses and then at the click of a button sends these claims directly to Xero. This app is only available in the UK and costs less than a cup of coffee per month. Managing your business mileage is less stressful with Tripcatcher.

GoCardless:

Is the global leader in recurring bank-to-bank payments such as Direct Debit. This software enables business owners to automatically collect pre-authorised payments straight from the customer’s/client’s bank account whenever the Xero invoice is due. Payments are more predictable which leads to less credit control and fees are transparent with a low cost cap on domestic payment fees. A recent development has been collection of payments in international currency. GoCardless is made for businesses that bill their customers on a recurring basis and is ideal for collecting payment for both intermittent and repeating invoices as well as subscriptions, retainers and instalments.

AutoEntry:

Automates data entry, analysis and document storage of all your bill, receipts, sales invoices, bank and card statements. It is a cloud-based solution available for web and mobile app. Invoices, receipts and Bank Statements are forwarded to AutoEntry which then works by capturing and analyzing details from paper documents, before posting this information into a user’s Xero account. By leveraging the solution’s in-built intelligence, the data is entered into the correct fields every time, so there is no fuss or room for error.

iZettle:

is a leading small business commerce platform in Europe enabling small business owners to take payment, manage their sales, inventory and staff. iZettle enables a business owner to sync sales and payments data daily into their Xero account. It is simple to set up and once connected to the business’ Xero account, iZettle automatically syncs the sales data into the account of choice in Xero. iZettle Pro is an affordable cloud-based EPOS solution for iPads, tailored to hospitality and retail requirements. Enjoy integrated payments, staff and table management and quicker cash ups at the end of the day.

Microsoft 365: Business productivity and finance made simple when Xero online accounting software fully integrates with Windows 365 apps. Connect the business Windows 365 account to see all communications directly in Xero. Keep your emails private or share specific emails with other users in the organization as needed.

Fluidly, Spotlight, Futrli: All reporting tools that integrate with Xero. Fluidly defines the new category of Intelligent Cashflow. Spotlight reporting offers a great range of comprehensive performance reports, full three=way forecasting, customizable dashboards and advanced consolidated reports for multi-entity businesses and franchises. Futrli is a cash flow forecasting and reporting software for small businesses.

OPEN BANKING:

Open Banking has been explained in the MoneySavingExpert website like this: It is a series of reforms on how banks deal with your financial information instigated by the Competition and Markets Authority (CMA). It means that all UK regulated banks are required to allow you to share your financial data such as your spending habits, regular payments and companies you use (banks!) with authorized providers offering budgeting apps, or other banks – but only as long as you give your permission. The reason behind these changes is that they will bring more competition and innovation to financial services which will lead to better products with greater choice, to help you manage your money. The rules only apply to accounts which can be accessed online.

However……. This is a choice. You do not have to share your data if you don’t want to. Each provider will ask for consent when you sign in and will send the request to your bank.

Xero Bank Feeds: To have Bank Feeds come through to a Xero account, permission will be sought by Xero and will need to be given. Alternatively, a business owner can download a csv file and manually import this.

TEMPLATES:

We have dropped into this section a few templates that you may find helpful in your record keeping processes. Please find:

Microsoft Cashflow Forecast Template

Business Plan Template

Petty Cash Template

Welcome to Bookkeeping Synergy, we are a team of professional, certified bookkeepers, offering cloud bookkeeping services for micro, small, and medium-sized businesses in Horley.  

Our approach is practical and friendly and provides our clients with the information necessary to better understand their business and make well-informed business decisions.

One of the benefits of choosing Bookkeeping Synergy as your preferred bookkeeping service is that all our bookkeepers are local, experienced and have grown a passion for building relationships with local businesses.

We continually carry out reviews of your account to ensure that your business operations are run in the most tax-efficient manner.

Contact us today on 01293 804 730 or email us at admin@bookkeepingsynergy.co.uk to discuss your business requirements.

Xero - Certified Advisor


Xero describes itself as 'beautiful accounting software' - we agree! It has brought our work right up to date with current technology and pressing forward. Try their mobile app, daily Bank Feeds, and integrations - your former idea of bookkeeping will be turned up side down!

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