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Xero Integration Case Study – Present Company Included

Corporate gift company engages Waypoint to integrate Xero accounting system.

  • Name of company: Present Company Included
  • Your name: Grace Culvenor
  • Position: Bookkeeper

The Company

Servicing some of Australia’s biggest companies, Present Company Included provide tailored promotional solutions, with a range of corporate gifts, products and gourmet hampers available via their online store.

The Results

“We were unhappy with our other accounting software,” explains the company’s bookkeeper Grace Culvenor.

Using a manual system that was riddled with errors, the company’s accounting process was inefficient and outdated.

Grace was visiting the office at least once a week to keep the paper-work up to date, running numerous manual reports in order to process critical business information.

The Solution

“We engaged Waypoint to assist in implementing Xero, and also help with the changeover from another software package,” says Grace.

Online accounting software Xero automates many basic functions, bringing together everything in a single online ledger to enable book- keepers to record client information in a fast and accurate way. With over 400 add-ons, Xero is completely customisable to ensure a perfect fit for the needs of every user.

“Waypoint assisted in the changeover,” says Grace, “and developed a macro to export customer invoices from the current production software, to make the importing of the customer invoices easier.”

The Outcome

For Present Company Included, the Xero migration has led to increased efficiency, with access to real time information for everyone involved.

“The company is now fully compliant,” explains Dan Fairbairn from Waypoint.

“With Xero’s payroll system, plus super stream and other features, they’re even ahead of legislation that is yet to be finalised for the next few financial years.”

Grace expresses her appreciation about the migration and training process, and is confident about moving forward with Xero. “Ocius shared thorough knowledge of the product and were extremely patient. A very good experience.”

More Information

You can find a PDF copy of this Xero case study to download or reference here

Accountants, bookkeepers and small business owners choose Waypoint for seamless migration into the cloud with Xero add ons.

Whatever your current business management or accounting methods, our cloud integration experts manage every aspect of the process from setup to installation.

We tailor solutions to meet the needs of every client to minimise your administrative overheads and ensure your success, even in the most challenging situations.

Visit www.wearewaypoint.com or email hello@wearewaypoint.com to unlock the full potential of your business with the best of today’s cloud technologies.