How to manage your files: SuiteFiles + Xero Practice Manager XU Hub

Using Xero Files To Manage Your Documents

Karbon is a collaborative work management platform for accounting firms. It brings all your planning, clients, work, and communication together, in one place. It includes some basic file management functionality that allows you to automatically store and organise documents against clients and jobs. The Starter plan costs A$10 per user per month and includes email and task management features. The Intermediate plan costs A$30 per user per month and provides a comprehensive set of document management and CRM tools.

Does Xero have document management?

SuiteFiles is the only document management system that integrates with Xero Practice Manager. Accountants and bookkeepers looking to be 100 percent online need a document management option. SuiteFiles provides this, as well as adding a lot more added value than simple cloud storage options.

We generally will create a folder for each bank and credit card account. You can also set your scanner to scan documents directly to your folder using the folder email address. This feature comes in handy if you have a scanner with a feeder. Datamolino can split multipage scans into individual transactions.

How To Manage 5 Crucial Finance Processes Inside NetSuite

They’ll receive automatic email asking them to sign the document, as well as a copy as soon as everyone has signed the document. From within XPM you’ll be able to see anything that client has signed. SuiteFiles will also store a record of who has viewed and signed the document and give you the ability Using Xero Files To Manage Your Documents to set an expiry date, issue reminders and more. Xero Practice Manager is a powerful piece of software, with the ability to easily manage your jobs, client details, timesheets and more. But the more you make use of connected apps the greater time savings you can drive within your practice…

  • Additionally, Xero also allows accounts to reconcile information in bulk.
  • And for the latter, well, the cloud is powered through the internet, which means so long as people have access, they can grab hold of files no matter where they’re based.
  • Our bookkeeper assigned to work with this client had access to the client’s Dropbox files, but apparently no one else on our team had access to the files.
  • Scan a batch of invoices into one file, email it from the scanner to Datamolino and the system will handle the rest.
  • The official DocuSign integration with Xero accounting software is 100% free of charge.

Our accouting integrations are designed by professional CPAs, tax advisors and certified Xero experts. ProductsIntegrations Sync your data into your accounting system in a matter of minutes. With every export from Datamolino to Xero, the original file is also exported and attached as a file in your Xero under the specific transaction. You can always export data into Excel or CSV by clicking the ‘down arrow’ on the export button and choosing ‘Export to file’. Datamolino finds various data points on each invoice, not all data is used for export into Xero.

Boost business efficiency

See details of a customer’s or supplier’s sales, invoices and payments in one place. Whether you’re a small business owner or a team of accountants, Xero HubDoc provides the tools you need to improve your workflow and stay on top of your financial data. Xero makes it easy to create and send invoices and bills to get paid faster. Gone are the days of manually entering transactions into your accounting software. Priced at $34/month, this plan is ideal for growing businesses. There’s no limit on the number of invoices and quotes you can send, or the bills you can enter.

Using Xero Files To Manage Your Documents

Maintaining device-agnostic information storage also means that you are able to encrypt and secure data at the source instead of on a device-by-device basis. Because your data is gathered in one space, you can see why security is important in cloud computing. Send online invoices to your customers – and get updated when they’re opened. Whenever you create a client in XPM, you can auto-create a folder for that client in SuiteFiles, as well as a sub-folder structure. By linking XPM and SuiteFiles you create a single register of communications with your client. Xero Files, Hubdoc, and AutoEntry are just a few of the tools that savvy small business owners use to take control of their paperwork.

Xero Features

Whenever you create a client in XPM, their folder and subfolder structure is generated in seconds, and is available in SuiteFiles instantly. It also means you can access all of the documents relating to your client, job or quote from within XPM, no need to switch between systems. You can also upload documents straight to SuiteFiles from within XPM and use the integration to automatically create new job and quote folders as they enter XPM. This was emphasized to me with something that took place recently.

Your expense report software can now be integrated with the Xero platform so that your data is already synced for accounting and reconciliation. Automate invoices, process payments, and accounts operations in Xero. Xero accounting has made remote work better and removed the distance between departmental communication. The platform keeps a tight lock on all your financial documentation, while also bringing together data in a single spot. Controlled visibility and access lets inter-departmental collaborations easier. The effort of multiple employees is in a single place, with lesser time wasted on revised report editions, corrections, or error mapping for the expense tracker.

How to: Using Suite Files & Xero

Consolidation is key, and with files, collating them into merged working profiles is the surest bet. “Hubdoc delivers insane value when it comes to creating financial processes that bulletproof your business.” Sholto Macpherson is an award-winning journalist and editor of, a blog on the latest in accounting technology for accounting firms and SMEs.

Using Xero Files To Manage Your Documents

Invoices can be paid, and quotes generated without having to stop and conduct any kind of manual labor. Xero integration even lets you manage your payroll virtually, creating a seamless workflow. Xero is a one-stop solution for all your financial analytical needs. The integration of this application makes analytical reporting as smooth as butter. Bank balances and cash flow have real-time visibility for accountants and administrators.

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