A great day at the Xero Roadshow

The Xero NZ Roadshow is in town and last week a group of Edtech staff headed to the the Manukau City Events Centre to hear first hand about the latest news and updates.

Key takes for us were:

• How Xero is capitalising on artificial intelligence to make things simple, seamless and smarter.

• The latest updates to the platform.

• The features progressively being added to the mobile app.

• Xero’s new online learning platform which consolidates all their education resources in one place helping both us as advisors and you as clients to become more confident and knowledgeable.

Don’t forget to check out the seminars and workshops on our website if you would like our help to build your confidence with Xero.

Welcome Susie and Tim

We are delighted to welcome Susie Lo and Tim Merriott to the Edtech team.

Susie joined us at the end of June when her young son started school. She is an experienced accountant who has worked in chartered and non-chartered accounting firms for many years. Susie has a Bachelor in Business from Auckland University of Technology and is Xero certified. As a busy working mum Susie continues to give back to the community in her role as treasurer for the Central Auckland Parents Centre.

Tim is a Chartered Accountant with an MBA from Southern Cross University in Australia. During his career Tim has been responsible for financial management and planning at the Faculty of Health Science at Auckland University, has worked for various local authorities in London and southern England, and held positions in the corporate sector in Auckland. Tim has had a hands-on role raising his two sons and has used his accounting expertise to contribute much in a volunteer capacity to Mangere Bridge School and the Scouts association.

Join our Free Trial

Receipt Bank is a wonderful productivity tool. It integrates directly with Xero to create an end-to-end bookkeeping solution.

Just send your receipts, bills and invoices to your personal Receipt Bank email address or scan them with the handy mobile app and publish them to Xero in one click. The data syncs with your Xero Chart of Accounts and pushes the extracted information to your Purchase Ledger or Bank Account for effortless reconciliation.

Not only does receipt bank reduce data entry time, every creditor transaction has a PDF copy of the authorised invoice attached for future reference and audit purposes. These can then be easily accessed by school staff, your Edtech consultant and the auditors.

If you are using Xero and would like to trial Receipt Bank at no cost for 2 months just let your consultant know or drop us an email to enquiries@edtech.co.nz .