Frequently Asked Questions
We have answered the most common questions below. If yours is not listed, get in touch.
How long does Xero setup take?
There is no fixed time for how long a set up takes. This could be anywhere from half a day to a week, depending on the complexity of your bespoke needs. This will be discussed with you at your initial, free with no obligation, consultation with one of our trainers.
Where will any training take place?
COVID-19 has meant a change in the way we provide training and ongoing support to our clients. At present, all training and support are being provided via online meeting software.
We usually use Zoom for this, but if you have a preference for a different online conferencing software we will work with you in your chosen software.
In the future, when the present restrictions change we will look to change this and may be able to offer training on-site at your premises again. Fingers crossed!
I like the idea of the bank statement feed. Will I need to give you my bank details and online banking details?
NO!!!! We will never ask for your online banking login credentials. You should always keep those secure for your own security.
Will you come to my office to do the setup?
Set up is done mainly off-site with the exception of some integrations which need to be done at the premises, although this is very rare due to the nature of cloud technology.
How many people can I bring to the training?
As many as you like. It’s your training session. You can bring some staff to some parts of the training and not others. We tailor the training to your needs and requirements.
I currently use different bookkeeping software, will I lose all my data?
You don’t have to. Some transactional data can be brought through into your new software so you will have it all in one place. But if you don’t want to you don’t have to, we can enter opening balances instead, as well as comparative balances for reporting purposes.
If you use desktop software, as long as you take a back up you will always be able to load that software up to review the old information.
How long will the training take?
There isn’t a straight answer to this question. There are many factors to consider, such as existing bookkeeping knowledge, existing computer literacy skills, how many software features do you want to learn, how many people will be attending the session? Our training is bespoke, we show how to use the areas of the software you want to use and don’t waste time on the areas you won’t use.
Very broadly, we say training sessions should last no more than 2.5 hours as at this point it often becomes information overload. We would usually say four to six sessions for the average person to learn most of the software. With the possibility of a further training session around 4-6 months in to go over anything that isn’t quite working for you as well as looking at what reports you may be interested in reviewing now there is data in the software.
When is the best time to change software?
Your financial year-end is the perfect time to move to new bookkeeping software. This is because for many businesses existing bookkeeping is fully up to date ready for the year-end accounts to be prepared. Meaning fewer additional accounting costs to prepare the opening balances for the new software.
An alternative is at a VAT quarter end as the bookkeeping should be complete and fully reconciled. Although there will be extra work involved to calculate and enter opening balances.
Get in contact to book an appointment or ask any questions you may have.