Definitely one to pass around.

This e-book provides a brilliant and impartial guide to choosing a real estate agent and you can find the link to it at


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Xero has done it, they have gone fully document enabled!  And (insert appropriate swear word), it is awesome!!!

We have been talking about this for some time, so we are absolutely stoked they have done it.  Quite simply called Files, it is awesome!!!

You can now:

  • Attach multiple documents
  • Attach documents to spends and receives
  • Attach multiple format documents – jpgs, excel, pdfs etc
  • Add purchase orders to Sales
  • Plus more

Under Settings, there is now a file link, you can add folders to organise docs.  You can do a bulk upload, then assign them as you wish.  You can create Sales and Bills etc from the Files menu.

Click the screen shot to check out the video:

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We are stoked to be providing some WorkflowMax training to The Fred Hollows Foundation.

I love what these guy do, they are truly awesome!  I have had Lasik to correct my sight which was amazing, so I can only imagine what the recipients of the foundations work must feel.

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To donate to this worthy cause – click here.

The NZ Bookkeepers Association inaugural conference was held yesterday and it was excellent!  It was sold out, so that bodes well for the next one.

We had many speakers, with representation from Xero, Moneyworks, Reckon and MYOB, so it was very interesting to hear positive comments from all providers.  Viv Brownrigg was especially interesting, from The Accountants Republic.

All members of the association were positive about how things are going and everyone had a great time.  There was a bit of a mix of long timers and new, and people using various accounting software.

Some terms I learned:

  • Sponders – from Mel Morris and Andy Thorn of Rightway (Sponsers)
  • Half Pregnant – from Greg Sheehan of Rightway
  • ‘Keyboarders’ vs ‘Mousers’ from Susan Carlow Computer Coaching

For the awards, I was very pleased to be nominated for Individual Bookkeeper of the Year and I was told I was also nominated for Green Bookkeeper of the Year – as we use a lot of cloud software and are paperless for some clients, but I will confirm this.

So you have the following in a single column in Excel:

Glennis Stuckey

Highlight the whole column, then from the Data menu, select Text to Columns.  Select Delimited, then next, then select Space.  This will now be two columns – Super Easy!   :-)

I attended the Xero Roadshow this morning – as normal, it was inspiring, for various reasons.

Some notes:

  • WorkflowMax rewrite is due for release in September/October – the new look is awesome as are the the new time features – I think you still won’t be able to schedule based on time of the day, but you will easily see missing time, or time not clocked, the time recording features are improved also
  • Xero purchase order features are due to be released in two months
  • Xero stock lite is due for release around Christmas/New Year
  • As per my last post, the new payment gateway options have been released, this affects online invoices, so it may be worth reviewing this in your business
  • Quotes in Xero are in design and building, no release date yet, this will have dynamic function, where you can have your client select options they might want online and this will be integrated with your Xero, so not simply “Quotes” as you might know it
  • Also coming soon is the new email settings, so you will be able to specify the sent from email address etc
  • Fully document enabled – through out Xero is due in July/August this year!  Yay!!

The new reporting framework, among other things, is allowing larger clients to come aboard with Xero.  Transaction limits up to around 2,000 per month can now be handled – It is advised to run parallel with your existing system for a month to test it – run a GST return at the end of that period, if the report runs ok without timing out, it will be fine.  Xero have said they are running a few GST returns for people direct from their servers, where the upper data limits have been reached.  Exercise caution here, we would absolutely recommend testing – and we would state that quite clearly.


Simon Mundell from had the key note speech.  He was awesome.

Funnily enough, my brother, at Jack of All Trades, demonstrated the Results.comapp to me last week – you can download from the app store for free.  Simon has awesome, if you get this today – text Results to 244 for the slide show, you can join their webinar too for free.  They also give you their strategic plan template.

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I will attempt to blog a bit more about this in the next week or so…  I have to get my head around it.

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In the world of business, cashflow is king and we’ve just made it quicker and easier for your clients to get paid.

From today, more of your clients will be able to get paid instantly through online invoicing. As well as PayPal, we’ve integrated with a number of payment services – including DPS Payment Express, GoCardless, Stripe and, soon, eWay – so all your clients’ customers need to do is hit the ‘Pay Now’ button, and the money will be on its way.

Once a payment service is setup, your clients will get paid faster, freeing up valuable cashflow and easing their workload.

Setting up the payment service is simple and we’ve created a video to help walk you through the process. Check it out on our blog.


Xero Update – 27/05/13

Sponsored by Deloitte and ASB (I love ASB!)


  • Xero – Rod Drury
  • Vend – Nick Holdsworth
  • Spotlight Reporting – Richard Francis
  • Unleashed – Greg Murphy
  • Receipt Bank – Michael Wood
  • Deloitte – Grant Frear

This was an excellent seminar about the way things are, they way they should be and they way they are heading for Cloud services and IT in general.  There was a lot of mention to going mobile.  The desktop PC is out and mobile is in.

There are 500k businesses in NZ, 70k are on Xero.  There are 5 million businesses in the UK, so NZ is well placed to be an excellent base for global software developments.  Our market is small in comparison, so anything we create has to be global to be worth while, developers in the UK or USA have a large enough market not to have to consider other countries, so naturally limit themselves.

Best Practice now for business accountancy software is being in the cloud.  It is now safer and more secure than having desktop software.

It’s not the big that eat the small, it’s the fast that eat the slow – Rod Drury

Michael Wood from Receipt Bank had some interesting things to say about software – you need to be a software company to stick now – consider Amazon, they sell books, but they do it using software, they have swallowed Borders (booksellers).  You can become a software company by building it or buying it.
|| Consider: How can your company can best use software to better serve clients and to become a better company?


Richard Francis from Spotlight Reporting talked about KPI’s

> Aspire > Dream > Goals > Focus > Direction – you get there using KPI’s
> Set > Data Capture > KPI’s > Monitor > React
A saying I remember, that suits this is:  “If you aren’t measuring, you are only practicing”
|| Consider:  What do we need to monitor and measure?


Well worth looking at is Deloitte’s Digital Disruption video –


In the eNewsletter from IRD today they say they are going to introduce reminder email alerts for GST – that is excellent!

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