XERO SET-UP & OPTIMISATION SERVICES
Take your company’s cloud accounting sky high with our Xero solutions
Looking to set up Xero? Or elevate your existing Xero file to do more for your business? As certified XeroTM Gold Champion Partners, we help you get the most out of the platform.
Leverage our skills and expertise to deliver the best Xero set-up, implementation and optimisation solution for your company.
01 Setting you up on Xero
While Xero is very user-friendly, migrating from traditional accounting software can create challenges. We offer Xero set-up and implementation services to ensure you get things right the first time and get the most out of this powerful accounting platform.
Xero set-up and implementation services:
- setting up a custom chart of accounts;
- creating a custom sales invoice template;
- customising a report template;
- incorporating your logo into financial documents;
- setting up the fixed assets module;
- setting up tracking categories;
- setting up direct bank feeds;
- setting up contacts;
- establishing e-invoicing via Peppol Network or conventional e-invoicing;
- facilitating online payments by embedding Stripe/PayPal on e-invoices; and
- assisting with general organisation and financial settings.
02 Migrating your data to Xero
Let our expert team take care of data migration for you. We’ll safely and accurately transfer your company’s data from your existing accounting system into Xero. And we’ll do it all seamlessly in the background, so you and your team can get on with business uninterrupted.
Data migration services:
- porting over of last closing balances;
- comparative balances migration (FY vs FY/ Months Vs Month);
- complete data migration (via GL, journals); and
- complete data migration (via respective modules, eg. sales modules, purchase modules, etc.)
03 Training you and your team to get the most out of Xero
While there are many benefits of changing to cloud-based accounting software like Xero, some staff can experience a learning curve in using the platform. Our training and support services will help your team through the change management process and show you how to take advantage of all the features Xero has to offer.
Online training includes:
- Purchase module;
- Sales module;
- Bank and reconciliation;
- Inventory module;
- Fixed asset module;
- Manual journals;
- Reports and customisation; and
- Advance features (find and recode, etc.).
Help is on hand with our Xero support services. Your team can quickly get the answers they need to any technical queries, in whatever mode they prefer, including:
- email; or
- video conference call.
04 Optimising your Xero with apps and integrations
The ability to connect with over 1,000 third party apps and integrations makes Xero an incredibly powerful platform for your business. You can integrate CRM, inventory, payroll and project management apps with Xero to create an online ecosystem that’s perfectly tailored to your business needs.
We can help your company harness the power of Xero by setting up third-party apps and integrations, including – but not limited – to:
- documentation applications,
- expense applications,
- approval applications,
- e-commerce integrations,
- POS integrations, and
- consolidation and reporting applications.
Why Choose BoardRoom?
Because we help take your business further, faster, at all stages
BoardRoom is Asia-Pacific’s leader in Corporate and Advisory Services including Regional Employee Plan Services, Regional Payroll Services, Corporate Secretarial Services, Share Registry Services, Accounting and Taxation Services, Payroll Outsourcing, and Human Resource Outsourcing.
For over 50 years, we have supported companies in navigating through complex operational and regulatory policies and cultural sensibilities. We are well-positioned in Asia-Pacific with offices in Singapore, Australia, China, Hong Kong, and Malaysia, as well as an extensive partner network throughout Asia.
BoardRoom is the partner of choice for many Fortune 500 multinational companies, public listed and privately owned enterprises.
Frequently Asked Questions (FAQs)
1. What is cloud accounting?
Cloud accounting uses online software, and stores the data from your accounts in the cloud. ‘The Cloud’ is a network of remote servers storing vast amounts of data. Traditional software is installed locally on your computer, with data stored on a hard drive or a server on-site.
Our guide to cloud accounting covers the pros and cons of both cloud accounting and traditional accounting software. It will help you to understand what each option offers and which might be the best for your company.
2. Why is Xero the best cloud accounting software?
When it comes to cloud-based accounting software for small and medium enterprises, Xero is the perfect fit. It allows your company to send invoices and quotes, track inventory and create purchase orders anywhere, any time, on any advice. Learn more about the benefits of Xero for your business here.
3. How can BoardRoom help your company with Xero?
BoardRoom Business Solutions is a XeroTM Gold Champion Partner. This means we have the skills and expertise to take your company’s cloud accounting to the next level with our Xero solutions.
We offer Xero set-up, implementation, migration and optimisation services to help your company get the most out of this powerful product.