Select Page

Integrations

Many people learn about integrations because they use online accounting software like Xero, MYOB Essentials and QuickBooks Online but most integrations are also stand alone software programs that provide a very specific purpose.

Cloud Accounting software is often the central software used by businesses every day to perform financial aspects of the business and Xero in particular made a concerted effort to promote the many integrations that their clients could use.

In our online training courses we explore the common Integrations that are aimed at helping automate the bookkeeping process and save accounts staff and business owners a lot of time.

Receipt Scanning (coming soon..)

Data Entry is one of the most time consuming tasks for junior level bookkeepers and also causes a lot of errors and omissions if performed late or not at all by small business owners. The biggest issue for accounts staff is that the employees who make purchases may not keep their receipts.

Hubdoc (now owned by Xero)

Hubdoc is a Canadian company that competed against Receipt Bank (now Dext) and AutoEntry in the receipt scanning and transaction coding market. Xero has included fundamental Hubdoc features in their Xero Accounting software.

Hubdoc Training Course

 

MYOB-Online-Training-Courses-Workflow-for-MYOB-Intray-Documents-receipt-scanning-and-coding-MYOB-Essentials-bank-reconciliation-training-courseMYOB In tray

Unlike Xero, MYOB have written the functionality to scan receipts and keep them as part of your accounting file within their software, just like the good old days.

MYOB In Tray and Capture App

 

Dext (formerly Receipt Bank)

Dext is one of the most established software providers for receipt scanning, storage and data retrieval. In our consultation with bookkeepers and BAS agents as well as our support team this software appears to be the easiest to use and is the most accurate of the software available.

 

Rosters and Scheduling Staff

Managing shifts and rosters is a time and resource management task that can easily turn into a nightmare if staff are sick or away and you have a high workload. Most business owners and managers have extra staff that they can call in if needed but scheduling the roster is just the beginning. There’s shift swapping, sick days and holidays that need to be managed.

With cloud based services and smartphone apps that anyone can use more of these tasks can be performed online and even by the staff themselves.

Cloud services that can help with this include:

  • Deputy
  • Planday
  • Keypay, and
  • ADI Insights

Time and Attendance

Once a roster for all the shifts has been created your staff must turn up, clock in and then clock out when they are finished. This either needs to be managed by someone or can be performed with the help of Time and Attendance software – just like a bundy clock or Punch Clock.

With the use of cloud-based software and apps this task is quicker and easier and much more accurate and that means that staff wages are quicker and easier to manage.

Cloud services that can help with this include:

  • Deputy
  • Planday
  • Keypay, and
  • ADI Insights