XU Magazine - Issue 12

Page 116

New Releases

Updates and new releases: from the Xero App Marketplace New feature shout-out

2Shakes 2shakes.co.nz

Are you a Xeroconnected App? Got a new feature or update you’d like to share with the Xero User community? Email alex@ xumagazine.com

If you are still using paperwork for your clients, then you’ll find 2Shakes’ effortless workflow automation is obviously better. 2Shakes provides cloud-based client onboarding automation for practices like Accountants and Bookkeepers. You save time by creating agreements and getting authority for your clients online. And say goodbye to paperwork engagement letters, renewals, surveys, authorities and consents are captured in the cloud - signed electronically, emailed to your client automatically, and always available in your dashboard.

• Lots of other visual refinements across the board.

being able to check your month ahead.

ApprovalMax approvalmax.com

Recently we have improved out statement and report creation section by integrating a third-party software into Arthur. This allows us to create advanced reports for almost anything on the system and statements, invoices and receipts will all be specialised to a well-structured format benefitting client needs.

Fraud Detection: ApprovalMax now tracks all changes made to a finance document in Xero after its approval in ApprovalMax; for example, changes regarding the supplier, tracking category, account, and others. If such an alteration occurs in Xero, a notification email is sent to the Administrator and the Approvers to notify them about this. ApprovalMax Administrators are able to specify which changes will be tracked to minimise spam notifications. This functionality is available for Bills, Sales Invoices, and Purchase Orders and can be configured by clicking on Settings, and then Workflows. Arthur Online arthuronline.co.uk

Being a Xero Connected App, 2Shakes provides a 1-click upload to create your clients, contacts and documents directly in Xero Practice Manager / WorkflowMax.

116 / Issue 12

The first backup service for Xero that allows you to restore a backup. Protect yourself from malicious or accidental entry of duff data and even view a copy your financial information if you can’t get access to Xero. Backupmybooks takes a backup each night, saving viewable backups from the last 30 days. You can restore the backup to a new Xero organisation or download it to your computer as a Microsoft Excel spreadsheet including every transaction and schedules such as Profit and Loss, Balance sheet, Aged debtors and Aged creditors. Chaser chaser.io Chaser is an intelligent credit control management and automation tool that helps you get paid on time, in less time, without losing that important human touch.

AccountKit account-kit.com

• Support for Non-current / Current splits within the equipment finance tool • Integration with cloud document storage such as SuiteFiles, Dropbox and GoogleDrive • The new Inter-entity loan tool v2.0 (Alpha)

Backupmybooks backupmybooks.com

At Arthur, we are undergoing a significant development to our software, improving the functionality and aesthetic of our system. We are improving our user interface and user experience, with some updates already being implemented. Notably, we have updated our dashboard which now includes an easy breakdown of your agenda for the next two days, whilst still

We’ve recently released ChaseFeed; a powerful, intuitive dashboard used to assess and manage your chasing activity. ChaseFeed is your credit control command centre, designed to help you improve your automatic chasing, target problematic invoices and stay informed about recent chasingrelated activity. Whether you’re a foot-soldier on the frontline of collecting payment, or a finance

XU Magazine - the independent magazine for Xero users, by Xero users. Find us online at: xumagazine.com


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Articles inside

TUTORIAL - How to: set up an

4min
pages 129-132

NEW RELEASES - Updates and

10min
pages 116-119

Boma’s self-drive marketing

4min
pages 114-115

The benefits of a custom Xero

3min
pages 110-111

How to protect your payroll

4min
pages 88-89

The future of B2B eCommerce

4min
pages 92-93

CASE STUDY - Save time

4min
pages 108-109

How to help clients choose

4min
pages 102-103

GDPR - The facts. The reality

6min
pages 90-91

CASE STUDY - Small

3min
pages 86-87

We’re a funny breed us

3min
pages 94-95

Becoming a successful

8min
pages 80-85

Both sides of the coin

10min
pages 76-79

Clouds and rainy days

4min
pages 68-69

Make every mile count

3min
pages 74-75

INTERVIEW - Konstantin

5min
pages 62-65

Everyone’s a cloud integrator

4min
pages 66-67

Customer support is the most

5min
pages 58-59

New online portal makes

5min
pages 72-73

ABC: Accountants

5min
pages 56-57

Investing in systems repays

5min
pages 42-43

Event - Accountex: two

4min
pages 54-55

Planning successful cloud

4min
pages 36-37

Meet Curve: Xero’s new card

5min
pages 38-39

International trade? It’s

5min
pages 40-41

Measuring recurring revenue

11min
pages 44-51

You’re wasting your time at

5min
pages 52-53

AppsForOps: Venter Consulting

0
pages 32-33

It’s not just you. The global

3min
pages 16-17

Globalization and mobilization

13min
pages 24-31

Bills to be paid vs

1min
page 5

COVER STORY - Outsourcing

6min
pages 13-15

Why consistency with Deputy

4min
pages 22-23

Vertical integration

5min
pages 8-12

INTERVIEW - Amy Harris, Futrli

6min
pages 18-21

Entering employee leave details

2min
page 4
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