By Katie Insights • • • 0 Comments

Cliniko Practice Management Software

Cliniko is a superbly reliable and trusted software used my numerous healthcare providers around the world.  It is completely secure, ensuring that your information is secure and that your data is automatically backed up on a regular basis.  Cliniko is trusted by thousands of companies on over 55 countries worldwide some of which include the UK, Australia and Canada for example.

Cliniko is a real favourite especially with podiatrists, massage therapists, chiropractors and osteopaths and is very powerful as you are able to access from anywhere using your tablet, smartphone, PC or mac which allows access from the comfort of your own home and even when out on the road.

Have you ever thought about giving your patients the ability to book themselves in online – well Cliniko allows you to do that and in turn will allow you to manage your schedule from anywhere on any device.  Also if you need to create an appointment quickly for one of your existing patients then you can do this simply by running a search by name for example and Cliniko will allow you to book an appointment whilst adding this to your patients record seamlessly behind the scenes.

Cliniko will even send out appointment reminders automatically meaning you don’t have to lift a finger.  With the automated SMS and email reminder services available with Cliniko you will soon start to understand how this software can save you time and money with patient no-shows for instance becoming a thing of the past.

With it’s preset and configurable templates Cliniko allows you to keep secure treatment notes at your convenience so that they work exactly how you want as it will be you setting them up from the start.  By keeping your secure treatment notes within Cliniko you will have the ability to search instantly through all of your documents quickly and easily.  It will also allow you to flag incomplete treatment notes for examples so that they appear on your dashboard as a reminder that you need to go back at some point and finish them off.

In summary Cliniko is the complete practice management software suite that will provide you as a business and your customers with the tools to run your business as effectively as possible all from one single app.  Cliniko is 100% focused on making the booking of an initial appointment booking, file treatment notes, reports and much more as simple as possible for all concerned.  With it’s direct integration into Xero to give synchronised financial data you will have more time on your hands to focus elsewhere.

Just by reading through the above information you can hopefully start to see exactly how by using Cliniko and Xero it allows you to concentrate and focus fully on more client facing work, which will also remove the hassles that come with the administration side of the business.

If you would like to learn more about Cliniko, what it has to offer and the integration abilities we would love for you to contact us on 0161 962 1855 for a free and informal chat with a member of our cloud based support team.

By Katie Insights • • • 0 Comments

Clio Legal Practice App

A&C Chartered Accountants are extremely excited with the partnership we have formed with Clio which is a specialist cloud app that has been designed to allow legal practices the ability to save both time and effort.   Clio combines billing management with powerful time and other collaborative features to give your staff and clients the benefits of an extremely efficient workflow that would previously have taken up many man hours. The powerful tool app that is Clio also allows integration with many of the major service providers such as Xero, PayPal and Google Docs to name but a few.

Clio will essentially streamline your time tracking and billing process so that you initiate time tracking from it’s extremely intuitive app anywhere in the world on your smartphone, desktop and even tablet.  It also allows you to access your daily, weekly and monthly meeting whilst also synching your calendar entries so that you can track time and generate bills all in the same place with a click of a button.

This app is so powerful that it will save you wasting your time on things such as trying to locate missing files, manually creating invoices and calculating hours.  This is because it keeps everything organised under one roof and will also let you bill time directly from tasks and generate invoices while you are working.

With Clio you can manage your business anywhere at any time as it works superbly with iPad, iPhone Android and even blackberry devices, with it wide range of features available on any operating system and pretty much any browser.  Clio is so simple and straightforward to use that you can integrate it confidently into your teams processes without any assistance required from your IT team.

Add to that Clio’s task management features that allow you to link task to matters, assign to do’s to other team members and monitor the ongoing progress of all tasks allowing you to focus your time on other areas of the business that may need it.

As if that isn’t enough Clio will give you the data you require at the end of your fingertips to allow you to make smarter decisions for your business.  Clio will essentially give you the power to stay up to date with your practice no matter where in the world you are.  It keeps you in synch with your team whether at home, on holiday or out on business.  Clio also uses the industry leading SSL encryption and allows daily audits to be conducted to ensure that both your clients data and your own data is secure allowing you to work with more confidence.

Just by reading through the above information you can hopefully start to see exactly how by using Clio and Xero it allows you to concentrate and focus fully on more client facing work, which will also remove the hassles that come with the administration side of the business.

If you would like to learn more about Clio, what it has to offer and the integration abilities we would love for you to contact us on 0161 962 1855 for a free and informal chat with a member of our cloud based support team.

By Katie Insights • • • • 0 Comments

Expensify – Simplified Expense Reporting

A&C Chartered Accountants are extremely excited with the partnership we have formed with Expensify which is a tool that allows you to streamline the way that your employees use the accounting system to submit and manage their expenses.  The clever ability to integrate with other software also allows you to further streamline the way that information is exported to your accounting package.

Expensify it essentially expenses made easy and will allow you to quickly add cash expenses as well as automatically import all card transactions.  Add to that the ability to capture mileage, time and other expenses and you will start to understand the power of this product.  Expensify will help you to import and manage all of your personal, corporate and commercial cards and currently supports over 160 currencies as well as international taxes.

Some additional features of Expensify include SmartScanning which inputs the receipt information and then matches the receipt to the expense.  With Expensify you as the administrator you can process hundreds of reports in one click for example whilst also ensuring that the relevant controls are in place to eliminate duplicate entries of expenses.

What if we told you that you can take a photo of your receipt whilst out on the road using your mobile and then create and submit expense reports from your phone with the free mobile apps that are provided.

This is of course applicable to any industry where expense submission is part of your daily routine and will change the way you operate forever simply by easing the headaches that come with the handling of large volumes of receipts and expense claims.

Just by reading through the above information you can hopefully start to see exactly how by using Expensify and Xero it allows you to concentrate and focus fully on more client facing work, which will also remove the hassles that come with the administration side of the business.

If you are one of these people that loves Xero but hates receipts then the expensify-xero integration is for you as it lets you transform you pockets full of receipts into the payable ledger within Xero.  The powerful integration will help you pull in the company’s Xero expense accounts with one click which obviously gives the user the ability to organise and manage their expenses either via their mobile or web app.

As if all this wasn’t enough you are also able to take expense reports that have been submitted and approved and export them easily into payables.  The bulk export facility is a priceless piece of functionality as this will allow you to process your entire company’s expense simply with one click of a button – what more could you ask for!  Just think of the time and effort you will save with this one piece of functionality alone.

If you would like to learn more about Expensify, what it has to offer and the integration abilities we would love for you to contact us on 0161 962 1855 for a free and informal chat with a member of our cloud based support team.

By Katie Insights • • • 0 Comments

Magento eCommerce Platform

Magento is a very high performance and extremely scalable eCommerce solution for fast growing and business that are susceptible to change.  It offers the flexibility to help create rich consumer experiences with a tailored back end workflow and has hundreds of extensions available.

The Magento platform has the flexibility and vast array of features to help create an eCommerce solution that is tailored exactly to your own unique needs.  It will assist in driving more traffic to your online store whilst helping to convert those that are simply browsing into real buyers which in turn will help to boost your online revenue.

Did you know for example that 1 out of every 4 online business chooses Magento as their eCommerce platform and that is has approximately $25 billion+ in transaction volume each and every year.

Magento is known as the market leader in eCommerce and is as mentioned previously the preferred choice for the majority of businesses out there due to it’s extremely strong feature set.  This software is supported by a large number of major service providers and can be linked up with Xero to allow integration with your online trading and accounts.

If you are serious about accelerating your growth as a business then Magento features some new category merchandising tools for example which will help in boosting your conversion rates along with an integrated Tax Manager to easily help with building campaigns and producing reports.  Add to that the mobile app toolkit and you are able to expand your mobile reach and sales even further afield.

It also offers you the ultimate in flexibility giving you the control over look and feel and the all important functionality of your website.  This allows you to create, develop and deliver your very own brand whilst offering an amazing shopping experience.

Make sure you don’t ignore your mobile customers – by doing this your are pretty much handing over money to your competitors.  With Magento’s mobile features you can optimise your store for viewing on any device which obviously gives your customers the power to browse, shop and buy whenever and however they choose.

With Magento you have the power to:-

  • GET A RESPONSIVE SITE IN HALF THE TIME
  • create a compelling mobile shopping experience for your customers
  • build a branded mobile storefront that seamlessly integrates with your online store
  • magento handles the complexity so you can focus on selling and profits
  • fully customisable
  • native to iphone, ipad, android, plus html5

 

Just by reading through the above information you can hopefully start to see exactly how by using Magento and Xero it allows you to concentrate and focus fully on more client facing work, which will also remove the hassles that come with the administration side of the business.

If you would like to learn more about Magento, what it has to offer and the integration abilities we would love for you to contact us on 0161 962 1855 for a free and informal chat with a member of our cloud based support team.

By Katie Insights • • • • 0 Comments

PayPal Here Chip And Pin Reader

If processing payments is a vital part of your business then we have no doubt you will be interested in PayPal Here, it’s functionality, it’s benefits and how it can help you to operate and work a lot smarter than you have been doing in the past.

What if we told you that we could offer PayPal Here and Xero as a fully integrated accounting software solution that also used the latest mobile technologies available to the market – meaning your customers could make payment via their mobile app which in turn would them process through into your Xero Accounting software?

PayPal Here will help you to manage all your in-person, online and mobile payments through one centralised account by allowing you to really take your business into your own hands.

By introducing PayPal Here into your business it will allow you to process card payments no matter where you are whether it be with a chip and pin machine that is provided for you or by downloading the free mobile app.  As if that wasn’t enough for you there is a constant ongoing integration to Xero which ensures your accounting periods are up to date at all times.

PayPal Here means you are able to accept debit and credit cards as well as cheque payments, logging cash and obviously PayPal.  You can also rest assured that because there is the movement of money taking place that PayPal Here provides the latest security to the highest standards of chip and pin technology as well as some world class fraud management systems.

With the added flexibility of PayPal Here you are able to let your customers choose how they would like to make payment.  Add a another level to this and we take you into the capability of sub users which essentially means you can give your staff the power to take payments whilst using the same PayPal Here account.

In summarising all of the above you should start to realise just how powerful PayPal Here can be for both you and your customers and exactly how much it can really help to propel your business up to the next level and offer even higher standards of professionalism whilst showing how in touch with the latest technology you as a business can be.

Additionally the fact that Paypal Here can be fully integrated into your Xero accounting system and you will start to see how much time can be made free for you to utilise on other areas of your business that may need additional attention.  The seamless integration of Paypal Here and Xero will ensure that your accounting system and record are kept fully up to date at all times

If you would like to learn more about PayPal Here, what it has to offer and exactly how we can help you to get a seamless integration setup between Xero and Paypal Here we would love for you to contact us on 0161 962 1855 for a free and informal chat with a member of our friendly cloud based support team.

By Katie Insights • • • 0 Comments

Pocketrent Seamless Property Management Suite

The Pocketrent software offers substantial benefits to both owners and property managers with a multitude of functionality available to help you.  Pocketrent has the ability to offer you automatic rent reconciliation with the added bonus of being able to alert you and your tenants if a rent payment has been missed.  Add to that the ability to create / produce timely reports and alerts so that you can keep an eye on the certain things that may require your attention.

Pocketrent also allows you to both interact and manage any and all maintenance issues and expenses for example whilst also giving you the facility to store inspection documents online and even setup dates with your tenants that can then be completed via your mobile phone.  Are you in the position of having to manage multiple units in the same building for example well Pocketrent can deal with that by using it’s building and complex management functionality.

What Pocketrent actually offers in a nutshell is a seamless property management suite at the end of your fingertips.  This software allows you to manage your rental properties and tenants all over the world.

The automatic rent reconciliation allows you to save time, money and of course avoid those costly mistakes by using it’s unique reconciliation programme to give secure downloads of your bank statements for each of the properties you are managing into Xero as seamlessly and smoothly as possible.  This helps you to avoid dealing with over complicated spreadsheets but at the same time ensures that you have the highest quality of financial data available as and when it is required.

Xero in case you are wondering is an online accounting software package provided by us here at A&C Chartered Accountants that focuses specifically on small businesses.  It is all online which gives you the power and the freedom to work as and when you want, and even wherever you want via your PC, Mac or mobile phone, tablet.

The Xero software will automatically import and categorise your bank statements for example which allows real time cashflow and gives you everything you possibly need to run your business to the best of your capabilities.  This of course includes invoicing clients, paying your bills, submitting tax returns and much much more.  Xero is so easy to setup and use and of course integrates superbly with Pocketrent that you can have your team using it and working on your financials a lot sooner than you thought possible,

Just by reading through the above information you can hopefully start to see exactly how by using Pocketrent and Xero it allows you to concentrate and focus fully on more client facing work, which will also remove the hassles that come with the administration side of the business.

If you would like to learn more about Pocketrent, what it has to offer and the integration abilities we would love for you to contact us on 0161 962 1855 for a free and informal chat with a member of our cloud based support team.

By Katie Insights • 0 Comments

Receipt Bank Paperless Management

Receipt Bank gives a new style of managing all of your paperwork including invoices and receipts.

Using the Receipt Bank service, allows the customer to quickly and simply send all the bills through Email, Application, or Post at which point they will be converted in to usable data which can then feed back into your Xero Accounting Software with a seamless integration. The user simply needs to take a photo of the bill or receipt and Receipt Bank takes care of the rest.   Receipt Bank can store data and images for about seven years, allowing the user to edit, amend, and view any of the held data. The primary function of this is to help remove any hassles that come with the dealing of boring paperwork on a daily basis.

Receipt Bank manages the up keep of your company’s paperwork such as receipts, bills, and invoices by removing the use of data entry and allowing you to focus your time elsewhere. It can publish all of the data in the accounting software which can be downloaded in a form of a spreadsheet or used for creating an expense report for example. This works for accountants, bookkeepers and small businesses using the developed software and service and is intended for the gathering, processing, and storing of the sales invoices and receipts.

Using Receipt Bank, the user can select numerous methods of submission including Dropbox, smartphone applications, and email, whichever suits your business the best. There is also an option for an automatic line extraction that can be activated on all digital invoices if required.  Receipt Bank has an additional option to access the line items which can be executed manually for other kind of items which allows the user to allocate the lines in different categories, locations, and classes, which also enables the application of different rates of tax.

Receipt Bank converts all paper type receipts and sales invoices into readable data that can be used in the business. The features of Receipt Bank includes the posting, uploading, or searching of invoices and receipts for its processing and will typically eliminate the cost and time involved when processing the business expenses, invoices, and receipts. The common users of Receipt Bank are freelancers and small businesses to the larger sized enterprises as the use of Receipt Bank is known to make the business work more efficiently.

The application of Receipt Bank into your business will create a more functional system for your business and allow you as the the business owner to focus on other things that can make the business earn more like sales and marketing for example.

If you would like to learn more about Receipt Bank, what it has to offer and exactly how we can help you to get a seamless integration setup between Xero and Receipt Bank we would love for you to contact us on 0161 962 1855 for a free and informal chat with a member of our friendly cloud based support team.

By Katie Insights • • • • • 0 Comments

Shopify Cloud Based E-commerce Solution

How would you like to be able to reach all of your customers with one simple, easy to use platform whether they are shopping online, on mobile devices or in person.  In order for your business to be successful and for you to take it onto the next level it is imperative that you have the ability to sell your products in as many different ways as possible whilst being able to keep it simple and cost effective.

This is exactly what Shopify was designed for as a tool to help you grow your business by simply adding different sales channels which give you as the business owner upto the minute performance reports which allow you to monitor which channels are performing better than others.

Shopify is designed to do all of the above whilst allowing you to easily synch orders, products and customers across all of your sales channels.  Once you have implemented and setup Shopify you will be able to completely customise your store with ease, from it’s domain name, content, layout and colours.  If you are non technical then there is no need to panic as there are over 100 professional store templates available that can be implemented in minutes.

This awesome software will also allow you to accept orders in seconds and will notify you by email or mobile as soon as a new order comes in – this means you are kept upto date no matter where you are.  If you want to take it up a notch you are then able to fulfil the orders with one simple click which means your order management is seamless.

Shopify will take the hassle away from ecommerce and is great for beginners and experts alike.  It includes a website builder and full featured blog functionality if required. It is completely search engine optimised and comes with global tax and currency support and includes 70+ international payment gateways.

This cloud based ecommerce solution will allow you to start selling online quickly and easy with very little effort required.  It is perfect for business taking their very first steps into the world of online trading and integrates with a large range of service providers including of course Xero.

We here at A&C Chartered Accountants are well positioned to help you with the setup of your store and it’s ongoing integration with your Xero account.  We will help you with enabling the setup of processing a sale through to taking a payment and tracking all of the income.

Just by reading through the above information you can hopefully start to see exactly how by using Shopify and Xero it allows you to concentrate and focus fully on more client facing work, which will also remove the hassles that come with the administration side of the business.

If you would like to learn more about Shopify, what it has to offer and the integration abilities we would love for you to contact our cloud based support team on 0161 962 1855 for a free and informal chat with a member of our team.

By Katie Insights • • • 0 Comments

Spanner Planner Online Workshop Management System

We are extremely pleased of be able to team up with Spanner Planner which is a cloud based project management software which offers a full online workshop management system allowing use via various platforms such as a Smartphone, Mac, PC and tablet.

The Spanner Planner software in a nutshell basically allows you to ensure the daily running of your business is completely streamlined by allowing the allocating and scheduling of jobs to various clients.  Added this the fact that you can also manage your inventory with the real-time allocation of parts within each project and you will soon start to understand how powerful this software is.

As if that wasn’t enough Spanner Planner allows total synchronisation with all of your accounts by integrating directly with Xero – this means that all of your tax, vat and payroll requirements are also taken care of.

Spanner Planner really does meet all of your requirements as a business as it offers fast invoicing which means you can get the job done and invoice for the work quickly and efficiently.  It also allows you to allocate, order and return any parts required for a particular job all within the one system.

As you would expect Spanner Planner fully integrates with other online and innovative systems which in turn help to streamline your business workflow giving you and your business a complete end-to-end solution which once fully implemented you will wonder how you ever lived without it.

Some examples of software that can be integrated with Spanner Planner are Xero as mentioned previously for all of your accounting requirements (this literally takes minutes to enable).  By integrating with Xero you can ensure that there is no chance of accounts being double handled and that everything is in order between the front and back office.  Integration also allows other important factors such as all payments and invoices that have been raised within Spanner Planner are fully automated as an import into Xero.  Finally it also allows your Customer and Suppliers to be automatically synced between Spanner Planner and Xero.

Spanner Planner can also retrieve vehicle information by using MotorWeb integration which allows a full vehicle history that can be downloaded at a click of a button.  This itself is priceless as almost in three vehicles that have a check like this run against it, is known to have an issue.  Things like outstanding debts against the vehicle and inconsistent odometer readings are paramount when working in the motor industry.

Just by reading through the above information you can hopefully start to see exactly how by using Spanner Planner and Xero it allows you to concentrate and focus fully on more client facing work, which will also remove the hassles that come with the administration side of the business.

If you would like to learn more about Spanner Planner, what it has to offer and the integration abilities we would love for you to contact our cloud based support team on 0161 962 1855 for a free and informal chat with a member of our team.