Xero for School Accounting Michelle Taggart Xero Community - - PowerPoint PPT Presentation

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Feb 27, 2023 360 likes •704 views

Xero for School Accounting Michelle Taggart Xero Community Education Manager Craig McWilliam Executive Officer - Wellington East Girls College Business Manager - Onslow College Who is Xero & what do we do Our benefits for schools

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Xero for School Accounting

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Michelle Taggart

Xero Community Education Manager

Craig McWilliam

Executive Officer - Wellington East Girls College Business Manager - Onslow College

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○ Who is Xero & what do we do ○ Our benefits for schools in NZ ○ Our ecosystem & business platform ○ Xero Demonstration ○ Case study - Wellington East Girls College ○ Q & A

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Who is Xero ?

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Single Ledger

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subscribers worldwide

7 000 , 17

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Best in class availability Innovative support model – delivering high customer satisfaction Industry leading resiliency 20% attach rate 40% attach rate across premium editions Over 20,000 registered developers

World class experience

Uptime Ecosystem applications

1st accounting experience people love Recognised leader 1st 3 markets Responsive and trusted relationship with customers

500+ Global

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500 +

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"Xero has totally ‘revitalised’ our school accounting and financial practices! We can now make better decisions based-on accurate, up- to-date information. The biggest surprise is how easily staff have made the transition – they have found it straightforward and intuitive! Now we are spending less time but getting better outcomes. Changing to Xero is one of the best decision we have made.” Roy Sye - Principal Tamatea Intermediate School, Napier “Xero has made a significant difference to our school in a very short time. We have reviewed our internal financial systems and we now have efficient and highly effective systems in place. Staff have found it very, very easy to use and understand, very easy to navigate around and have said it requires less work on their part while giving us very up to date financial information. In a word we believe it is brilliant!” Rohan Pearse – Mayfair school, Hastings

School’s Say….

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Overview of key features - dashboard, bank rec, invoices & bills
More processing power - bank rules, files & contact groups
Customisable reporting - tracking filters & reporting tools

Xero Demo

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Let’s take a look….

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Drivers for change
Why Xero
Lessons learnt

Case Study - Wellington East Girls College

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Maintenance and support
Efficiency and optimisation
Features
Compliance
Cost

Drivers for change

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Mature cloud based product with fantastic support resources
Inexpensive
User focussed with an emphasis on reducing re-keying of data

○ Invoice reminders ○ Purchase orders ○ Assign expenses ○ Find & Recode

Grant your auditor read-only access

Why Xero?

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Add-ons in action

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Reporting

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Detailed tracking reports

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Customised management reporting

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Spend some time with the product
Consider whether you want to work the way you have in the past
r make changes to take advantage of Xero’s features
Xero files - changes your team’s workflow
Tracking codes - worth the investment
Student invoicing - in Xero or SMS?

Lessons learnt

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and …. there’s help

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www.xero.com/training

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www.xero.com

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