Xero Badges

Ward Williams have earned status level gold based on the number of clients served. This has been attained by completing training and continuing to add more clients to Xero.

›Read our latest news about our Gold Partner Status

 

The Making Tax Digital Ready badge means that some or all of the Ward Williams team have completed Xero specific training modules in this area

 

Xero Advisor Certified

Ward Williams have 24 members of the team which are Xero Advisor Certified. This means we have the skills needed to set up new clients and carry out day to day activities.

 

Xero Payroll Certification covers the crucial steps of Xero payroll, with the focus on getting payroll set up efficiently and ensuring a smooth process in the future.

 

Xero migration certification prepares advisors for switching clients to Xero and helps avoid the most common pitfalls.

 

 

With Receipt Bank’s easy submission methods you’ll never lose another receipt or invoice. You will save time as you no longer have to make trips to drop off your paperwork! There’s a whole of range of ways to submit and you can choose whichever methods that suit your businesses workflow:

● Receipt Bank App (iPhone & Android)
● Email
● Post
● Dropbox

You can find out how Receipt Bank works in this short video.

Receipt Bank

Using Receipt Bank’s easy submission methods means that:

  • You save time​on sending in your paperwork, time that you can spend on your core business services.
  • You save space​as there’s no need to retain your physical documents, with it all documents easily searchable and securely stored on the cloud.
  • You now have real time information​flowing into your accounting package, providing you with insights to improve your business decisions.

Futrli enables you to make smart business decisions, fast. A dynamic platform to oversee short-term and long-term cashflow, to help you and your business plan effectively and focus on growth, strategy and success.

 The key features of the platform include: 

  • Automatic 3-way forecast engine 
  • Formula based alerts
  • Live KPI dashboards
  • Dynamic management reports

 

A powerful, cloud-based inventory management solution that gives your business real-time visibility of accurate inventory information. Take control of inventory health and scale your business with confidence. With precise tracking data on their inventory, businesses can cut costs and increase profits.

Unleashed Software is tightly integrated with a range of eCommerce, point of sales and accounting software to provide advanced and powerful reporting for a holistic end-to-end business solution. Take advantage of accurate, real-time stock visibility. Maximise your control and make data-driven decisions based on accurate reports

 

GoCardless for Xero enables you to automate payment collection for any Xero invoice, via Direct Debit. Direct Debit puts you in control of when you get paid and means your customers only need to enter their payment details once to automate payments.

Some of the benefits we've seen include:
• Improved cashflow - invoices are automatically collected on the due date
• Reduced admin with automatic reconciliation in Xero and no more chasing late payments
• Low cost – only 1% per transaction with a maximum transaction fee of £2.

You can find out how it works in this short video.

 

Go Cardless

 

Bookkeeping made easy with Hubdoc and Xero. Statements, bills and receipts, auto-fetched from over 700 banks and online vendors. Synced to Xero and Xero HQ for seamless reconciliation and audit proofing.

Spend less time chasing financial documents, and more time running your business. Hubdoc automatically fetches bank statements, bills and receipts, from over 700 financial institutions, utilities, telecom providers and online suppliers; extracts the key data; and publishes transactions to Xero with source documents attached. With Hubdoc and Xero, bookkeeping has never been so easy.

If you would like more information on Xero then please contact our Xero specialist Lee Langridge to discuss how we can help you use Xero to take your business to the next level.

Specialists

Lee Langridge
Xero Principal
lee.langridge@wardwilliams.co.uk