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Advice on Cashflow App

Started May 7 0 Replies

Hi GuysI am looking for a Cashflow App that dovetails into Xero.Currently I am trialing Calxa, which seems to work ... albeit a bit confusingly for my non accountant brain.  But it did tell me we'd…Continue

Why was Xero called Xero?

Started this discussion. Last reply by Nathan (Xero) Aug 11, 2011. 1 Reply

Does anyone know the background here?  Why was Xero called Xero? To me this does not seem to have been a wise choice ... it sounds just like "Zero" ... which is just another way of saying "nothing". …Continue

Vertex42

Started Jun 9, 2011 0 Replies

Another place to find 'work arounds' is http://www.vertex42.com/ This guy has made an enormous number of really useful spreadsheets ... and a lot of them are…Continue

3 Bit

Started Jun 8, 2011 0 Replies

 This probably isn't the type of answer that is expected here ... Since coming over to Xero early last year, we have missed the speed and functionality of our former desktop system InvoiceIt-Pro ...…Continue

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Tony posted a discussion

Advice on Cashflow App

Hi GuysI am looking for a Cashflow App that dovetails into Xero.Currently I am trialing Calxa, which seems to work ... albeit a bit confusingly for my non accountant brain.  But it did tell me we'd be at -$101,000 in September ... which I know is wrong.Has anyone used Calxa with Xero?  Or tried any other cashflow apps?CheersTonySee More
May 7
Tony replied to Kieran Phelan's discussion Batch payments from customers
"Have you guys made any progress here Catherine?  Two months is plenty of time.   People keep telling me how good Xero is .... I ask them how long they've been using it.  Most haven't - they're simply echoing the…"
Nov 18, 2011
Tony replied to Denis Breen's discussion Handling Direct Debit Receipts - ie Batch Receipts
"  Hi Denis   In short - there is no batch receipting functionality.   Please see http://www.xerousers.com/forum/topics/batch-payments-from-customers?commentId=3866606%3AComment%3A14632 where this was discussed…"
Aug 25, 2011
Tony replied to Kym's discussion Automated overdue invoice reminders and automated late fees
"  Putting the suggestion to Debtor Daddy is probably your best bet.  The add-on providers I have dealt with have been very happy to take feedback.    I have even seen a few of my suggestions implemented.    I have…"
Aug 23, 2011
Tony replied to Kym's discussion Automated overdue invoice reminders and automated late fees
"This is a very nice idea.  But you'd be better off directing it to one of the Add-On providers   see http://www.xero.com/accounting-software/add-ons/   We're still waiting for Xero to come up with simple things like…"
Aug 19, 2011
Tony posted a discussion

Why was Xero called Xero?

Does anyone know the background here?  Why was Xero called Xero? To me this does not seem to have been a wise choice ... it sounds just like "Zero" ... which is just another way of saying "nothing".  Why would this be chosen?See More
Aug 11, 2011
Tony replied to Kieran Phelan's discussion Batch payments from customers
"A "Batch Receipting" solution would be great for a client who has to manually bank a lot of cheques.  I am very grateful that here in New Zealand cheques have virtually disappeared, and EFTPOS has taken over from Cash…"
Aug 11, 2011
Tony replied to Jason Xuereb's discussion Determining Prepaid Clients Versus Account Customers
"A free format field to hold client specific information."
Jul 25, 2011
Catherine (Xero) replied to Tony's discussion Gidday
"@Rod, apologies, my misunderstanding - I was referring to accounts receivable. You're right, branding not yet applied to payable invoices but it's a reasonable and fairly popular request so definitely on our radar."
Jul 5, 2011
Tony replied to Tony's discussion Gidday
"Mate, you're right.  Xero needs add-ons ... and each add on brings its own set of issues and challenges.   We had a business owners meeting last night, and there is a common misconception that Xero's actually a lot better than…"
Jul 5, 2011
Rod replied to Tony's discussion Gidday
"Hi Catherine   I refer to your response; c) & d). You're wrong.  Invoice templates, as it's presently implemented only affects the accounts receivable side.  There is no option to select a "Branded" template…"
Jul 5, 2011
Tony replied to Adrian Pearson's discussion Does Xero mean you now collaborate with your accountant on your books?
"So is it good or bad to have a cloud based mind?   If I do my accounts while on a train or bus then I'm not concerned about the lack of security in mobile devices or other people watching over my shoulder.  (This is a real worry if an…"
Jun 22, 2011
Tony replied to Adrian Pearson's discussion Does Xero mean you now collaborate with your accountant on your books?
"Maybe this should branch into another topic ... but Michael, could you please explain what you mean by "Cloud based minds".   As a Business owner and daily user of Xero, I've found that Xero is significantly slower…"
Jun 22, 2011
Tony replied to Adrian Pearson's discussion Does Xero mean you now collaborate with your accountant on your books?
"We were introduced to Xero by our new accountant.  They charge about double our previous accountant.     We now have a fixed fee agreement with them which covers general enquires - this has given us the confidence to speak with…"
Jun 22, 2011
Tony replied to Jason Xuereb's discussion Determining Prepaid Clients Versus Account Customers
"I do not know of any way to differentiate between customer types.   A 'quick n dirty' way to go:  Add a * (or another symbol) immediately after the customer's name ... where the * means they are OK to receive…"
Jun 20, 2011
Tony posted a discussion

Vertex42

Another place to find 'work arounds' is http://www.vertex42.com/ This guy has made an enormous number of really useful spreadsheets ... and a lot of them are free. CheersTonySee More
Jun 9, 2011

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