Three More Clients Move To Xero This Week
- Arnold Shields
- Mar 4, 2011
- 2 min read
Updated: Jun 13
At Dolman Bateman, we’ve just converted three more clients from MYOB to Xero, and the results speak for themselves. The process is straightforward, and the benefits are immediate.
How We Make the Switch Easy
Our next scheduled conversion date is 31 March 2011. Here’s how it works:
Set a conversion date – this defines the cut-off point for transferring data.
Reconcile accounts – we reconcile all balances in MYOB to the conversion date.
Export data – we export the trial balance, trade debtors, and creditors.
Import into Xero – all critical financial data is set up in your new Xero file.
Invoice setup – we replicate your invoice template so you're ready to start immediately.
The Benefits of Converting to Xero
Save Time on Your Accounts
Automatic daily bank feeds let you reconcile transactions in minutes. With smart coding and memorisation features, Xero can cut hours off your bookkeeping every month.
Access Anytime, Anywhere
Xero is cloud-based. Log in from any device to raise invoices while your bookkeeper files your BAS and your accountant reviews your financials—simultaneously.
Reduce Software Costs
No more downloading new versions or worrying about compatibility issues. Xero is always up to date with no expensive upgrade fees.
Real-Time Collaboration with Your Accountant
Forget emailing clunky MYOB files. With Xero, we can log in when you need us and provide accurate, timely advice using your live data.
Get Paid Faster
Create and email invoices from your iPhone or iPad, right after finishing a job. The faster your invoices go out, the quicker you get paid.
Intelligent Automation
Xero remembers and auto-codes your regular transactions. No more double-handling bank statements, just review and approve.
Improve Cash Flow Management
Monitor overdue invoices from your dashboard. Xero can automatically send reminders or statements to customers, and match receipts with invoices to keep your records clean.
Ready to Switch from MYOB to Xero?
Let us handle the conversion while you focus on your business.Contact Dolman Bateman today to book your transition.
Disclaimer:
The information provided in this article is general in nature and does not constitute personal financial, legal or tax advice. While every effort has been made to ensure the accuracy of this content at the time of publication, tax laws and regulations may change, and individual circumstances vary. Dolman Bateman accepts no responsibility or liability for any loss or damage incurred as a result of acting on or relying upon any of the information contained herein. You should seek professional advice tailored to your specific situation before making any financial or tax decision.
