Situation Faced
The Company were operating all accounting functions through heavily manual processes, including the raising/ generation of sales invoices (using a photocopier to apply the company logos), the processing of purchase invoices and the undertaking of preparing VAT calculations/ returns.
How Barrons Helped
Barrons first of all reviewed the existing systems, the reporting requirements and the objectives of the business owners for the future.
We simultaneously introduced
- Xero accounting software;
- Hubdoc data capture software that allows for bills and receipts to be collated and transferred into Xero, storing all documents online in one centralised place.
We set up the Xero and Hubdoc platforms for the client, provided training upon the correct usage of the new systems and oversaw the entire transitional process via Andrew O’Leary and Nathan Gillingham maintaining contact throughout the implementation process.
The systems are now embedded in the client’s everyday finance functions. The transition from manually raised and photocopied sales invoices to a digitally raised and issued platform has improved not only the accuracy of accounting records but also significantly reduced the time spent on invoicing customers, allowing more focus upon other business needs.
Client Feedback
“Xero is working really well for us and me in particular, especially with invoicing. We should have done it ages ago!!! Thanks to all at Barrons for your support and training”.
