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The Warning Signs You’ve Outgrown Xero Accounting Software

By | July 25th, 2018|Categories: Blog|Tags: , , |

Xero can be a lot like that favorite pair of jeans you’ve had for the last 10 years. It’s comfortable, but it doesn’t fit the way it used. You may have outgrown it over time. It might not be giving you the same freedom it once did. Or maybe it’s time for something more styled [...]

Better Cloud Software Reporting

By | June 25th, 2018|Categories: Blog|

How do I get a report based on invoices, not orders, from Unleashed? Can I get a report on staff productivity from Workflowmax? Can I make an agent commissions report from DEAR software?   Cloud software holds valuable information, but they vary in the level of reporting they provide.   Do you think you could [...]

Accounting Information Systems End of Course Address at the Australian National University

By | May 22nd, 2018|Categories: Blog|

Hello students of The Australian National University and congratulations on getting close to the end of your Accounting Information Systems course.   My name is Inbal and I am an information systems consultant from Melbourne.   I've been invited to speak to you today, about some of the changes we're seeing recently in the accounting [...]

Inbal Steinberg talks about Machine Learning at the Accounting Business Expo 2018

By | April 18th, 2018|Categories: Blog|

Machine learning, it's coming, so if you don't adapt and move with it and understand it you're gonna get left behind.  I love technology, Innovation, and what it can do for us. All our software in the cloud, mobility, interconnectivity, they're all fantastic developments that allow us to achieve so much more.   Machine learning [...]

If we only knew…

By | March 15th, 2018|Categories: Blog, Machine learning|

If we only had a crystal ball to give us those insights into the unknown. If we could only have that mathematical genius kid from the movies who would look at our business and see those hidden patterns and correlations, point us at the hidden gems, and move aside the distractions. What if I told [...]

3 Examples of How Forward Thinking Business Owners Eliminated Manual Data Entry

By | March 15th, 2018|Categories: API, Blog, Integration|

simPRO is a powerful tool that revolutionises how businesses track, schedule, bill and analyse their jobs. Sometimes, however, a bridge needs to built to communicate with third-party applications or existing infrastructure. ‘Bridges’ between software applications are called integrations, and they are built using APIs (Application Programming Interface). In this article, we’ve shared three examples of [...]

How Data Gives Cafes the Right Staff at the Right Time

By | December 8th, 2017|Categories: Blog, Machine learning, Tanda|

I can’t remember the last time I bought a coffee and paid in anyway other than contactless on an integrated point-of-sale terminal. And yes, of course, I pay with my phone. I love that. There are even more exciting things happening behind the scenes at a tech-savvy hospitality or retail store. The latest breakthrough saves [...]

Keep It Clean – Avoid an ERP Implementation Mess with Data Cleansing

By | December 7th, 2017|Categories: Blog, ERP|

There are few of us who genuinely love packing for moving house. It takes focus, organisation and preparation. While you are packing and preparing for the move you come across broken pens in dusty drawers, dishes you never use, and even that old chair in the corner that no one ever uses and has to be [...]

How to automatically enter EDI orders to Unleashed

By | December 2nd, 2017|Categories: Blog|

One of the clients we work with is lucky enough to receive orders from a large retail chain. However, in order to receive orders from them, they have to comply with the technology that that retail chain is using, and they're using EDI to send orders.   Our client was spending hours, every week, data [...]

How to automate RCTI with Xero

By | November 26th, 2017|Categories: Blog|

One of the most requested features in Xero is RCTI, Recipient-Created Tax Invoices. It seems like a really simple thing to do, but it's probably not there on their priority list just yet. But when things like that happen, that doesn’t mean that you can't solve the problem. You can just put a temporary solution [...]

What is API anyway

By | November 11th, 2017|Categories: Blog|

What is API? API stands for Application Programming Interface. We know another type of interface. That's User Interface, when we engage with a system like Xero or QuickBooks online. It has buttons on the user interface that we can click to ask it to create an invoice, or give us some information, show us some [...]

How to integrate Fedelta POS and Xero accounting

By | October 30th, 2017|Categories: Blog|

In this case, we were approached by a chain of restaurants and cafes in Melbourne. They're using a desktop point-of-sale, which works really well for them. It's called Fedelta. They're using it across a few sites. Then they decided they wanted to go in cloud accounting. They wanted to use Xero and a few other [...]

4 Reasons Why You Shouldn’t Bother Moving Data to a New Accounting File

By | October 16th, 2017|Categories: Blog|

Are you planning to move to a new accounting package? If the answer is yes then you will need to make an important decision. How much historical data should you bring across to the new accounting file? The answer can have major implications if you are moving from one cloud accounting program to another. As [...]

How to design an effective cloud eco-system for wholesalers

By | October 16th, 2017|Categories: Blog|

First thing I want you to do is I want you to take the accounting package and move it down to the bottom of our white board for a second, because we're used to thinking that there's the accounting system and all the add-ons around it, but that's not really the way I want you [...]

ERP Implementation: Plan to Succeed

By | October 16th, 2017|Categories: Blog, ERP, JCurve|

Today's blog post comes courtesy of Inbal Steinberg from Convertworx - an independant cloud advisory and implementation consultancy based in Melbourne, Australia. Inbal and the Convertworx team take the time to understand client requirements and match the right cloud ERP software solution to individual business needs. Planning Your ERP Implementation Moving your business to a cloud ERP software [...]

Which cloud architecture is right for you

By | September 29th, 2017|Categories: Blog|

When you come to select cloud solutions for your business, there are 4 options that I want you to be aware of before you make a choice. The first option is what we like to call the cloud ecosystem architecture. It will usually revolve around a cloud accounting package at the heart of it, which [...]

Xero Projects vs Workflow Max – what’s missing?

By | September 25th, 2017|Categories: Blog, Xero|

Xero has released an early version of Xero Projects, a lightweight project management module that businesses can buy with a Xero subscription. Xero also sells a heavier duty PM tool called WorkflowMax. Wondering what you will miss out on with Xero Projects? Here’s a list I have compiled from playing with the module and talking [...]

6 Things You Should Know about Xero Projects

By | September 25th, 2017|Categories: Blog, Xero|

The introduction of Xero Projects came with great excitement as job costing was one of the most awaited features in Xero. In Xero’s feature request area, Job Costing is high up there at fifth place out of all requested features. Both when looking by vote: And by number of replies: If you want to use Xero Projects [...]

Accessing sales analytics data from Unleashed Software

By | September 8th, 2017|Categories: Blog|

In this case, we worked with a business that was used Unleashed Inventory to manage their wholesale business, but they needed also to calculate commissions for their sales agents, and to do a bit more of an analysis around their sales based on geography or product type. They also wanted to analyze their sales, including [...]

Getting insights into your WorkflowMax data

By | August 18th, 2017|Categories: Blog|

We were working with an accounting firm that uses WorkflowMax to run their practice. But being accountants they really want access to their numbers, they really want to do a bit more analysis, slicing and dicing, understanding staff productivity on different tasks and having access to their data.   So we built a dashboard that [...]

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