July 18, 2024


Costing Accounting Everyday

Xeppo liberates Australian accounting practices with Xero Practice Manager (and WorkflowMax) integration

ADELAIDE, Australia, Could 17, 2022 /PRNewswire/ — Acquiring revolutionised the way economical arranging practices operate, Xeppo‘s new Xero Observe Manager (XPM) announcement sings to the desires of accountants.

By connecting to Xeppo’s subsequent-generation facts system, accounting methods can uncover time wastage, streamline efficiencies, and make improvements to margin. The two-way sync performance frees end users from having to leave Xeppo to timesheet for billable responsibilities.

The new time-tracking capabilities will allow accountants to seize time against purchasers, teams, things to do, and jobs (workflows) in Xeppo’s CRM. Rich with insights that are effortless to interpret, this details informs a practice’s small business conclusions.

Managing Xeppo with XPM, identifies wherever time is remaining used and can be uncovered in seconds.

This integration aids accounting techniques discern the time vs earnings equation, place inefficiencies in workflows, rank charges, and command a bird’s eye see of time throughout several provider traces,” Xeppo’s Managing Director, Paul Campbell claimed.

Effective, digestible information will come to be their competitive benefit. Getting this calibre of reporting analytics from Energy BI with prepared-to-go templates at their fingertips, usually takes absent the guesswork when generating strategic moves.”

This most recent integration focused to accounting tactics enhances Xeppo’s unchanged mission: a ‘single supply of truth’ system that informs and monitor income development via shopper information.

Over and above Xeppo’s crucial attributes, accounting procedures will also delight in the intuitive CRM options, wise processes, and document automation capabilities to definitely bolster efficiencies.

Xeppo’s system automation and ‘send it – sign it – retail store it’ document automation answer free’s up important time to super-demand efficiency and revolutionise both of those the economic preparing and accounting field.

Xeppo’s SharePoint integration leverage present resources these types of as Microsoft Business office 365, generally applied in a business’s tech stack to maximise benefit and decrease operational fees.

Xeppo, together with XPM delivers a window into all divisions in a observe, to assistance accountants interact and manage regular, precious shopper relationships. Smart procedures, greater margin, and an unrivalled customer service – this is a new era for accounting procedures, built doable with this marriage of technological know-how.

Integration with Xero Apply Supervisor and WorkflowMax is now accessible. Learn how your follow can benefit from this new integration, e mail [email protected] or visit www.xeppo.com.au/accountants.

About Xeppo

Xeppo is a future-gen info system resource in the money arranging and accounting marketplace that connects procedures with their client data to generate consumer relationships and business enterprise progress.

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