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Oxford Circus — 12 February We were invited by Microsoft to collaborate with them in presenting financial workshops to SMEs. Chartered Accountants who have been providing bookkeeping, accountancy, payroll and taxation services for over 28 years.

Chartered Accountants and Registered Auditors. Thinking of making a hire, or want to see if you can afford to lose that client? Find out if your plans are feasible with a few simple clicks. Setup is simple. Connect Float to Xero, set your budgets, and let Float do the heavy lifting to keep it up to date with your bills, invoices, and actuals. Float reads the expected payment dates on your bills and invoices, using those dates to project when cash will move in and out of your business.

Remember, our support team are always on hand to help you understand how to do a cash flow budget. You can also trigger the import automatically if you know that Xero has just been updated, or if you just feel like it.

From scenario planning to exportable insights, Float gives you a real-time, granular view of your cash position and future. Remember, our friendly support team is always on hand to help out too.

There are so many Xero add ons and apps it can be hard to work out which ones to use. You can prepare a Xero cash flow statement, however Float can offer you a far more detailed view of how the money flows in and out of your account. Cash flow forecasting software for Xero Easily build your Xero cash flow forecast, get a clear, visual understanding of your cash and make confident decisions for your business Try float for free Try Xero for free Rated 5 stars on Xero Marketplace.

How will Float help you? They might not apply to you, though, so you may need to consider hiring a consultancy to assist you. Ask your vendor, you never know if they might have it. For example, if you run a small business that processes large invoices that contain many invoice items, you may encounter the limits of Xero.

It will likely slow down to the point of timing out! Issues can become so severe that you may even struggle to generate financial statements from Xero. Fortunately, transaction batching can be used to limit this. Instead of processing the individual invoice items, we can take the final invoice amount and use that. Many businesses run a variety of different systems to manage inventory, their online stores, etc.

As sales begin to pick up, naturally Xero begins to get bogged down by the number of transactions you make. In this case, it may be worth speaking with a developer to create a bespoke integration so that your business can keep using Xero efficiently. Once you begin consolidating transactions, not only can you keep everything automated, the system will likely speed up significantly if the reason for the slowdown was due to a excessive number of records.

When businesses first use Xero, many times they choose to use it as a billing solution as well. However, this can cause problems as more and more transactions are processed.



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