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FINANCE

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magazine The independent

magazine The independent magazine for Xero users, by Xero users Issue 10 CEO: David Hassall (Co-Founder) Managing Editor: Wesley Cornell (Co-Founder) Strategic Partnerships: Alex Newson Staff Writer: Bethany Cox Editorial/News Submissions: If you have any editorial content (news, comment, tutorials etc.) that you would like us to consider for inclusion in the next edition of XU Magazine, please email us at editorial@xumagazine.com Advertising: advertising@xumagazine.com T: +44 (0)116 298 60 80 E: hello@xumagazine.com W: www.xumagazine.com ‘Xero’ is a trademark of Xero Limited (New Zealand). XU Magazine is collaboratively produced by an independent group of Xero users and is not affiliated in any way with Xero. All other trademarks are the property of their respective owners. © XU Magazine Ltd 2014-2017. All rights reserved. No part of this magazine may be used or reproduced without the written permission of the publisher. XU Magazine is published by XU Magazine Ltd (08811842), registered in England and Wales. Registered office: 12 Jordan Street, Liverpool, L1 0BP, United Kingdom. All information contained in this magazine is for information only and is, as far as we are aware, correct at the time of going to press. XU Magazine cannot accept any responsibility for errors or inaccuracies in such information. If you submit unsolicited material to us, you automatically grant XU Magazine a licence to publish your submission in whole or in part in all/any editions of the magazine, including in any physical or digital format, throughout the world. Any material you submit is sent at your risk and, although every care is taken, neither XU Magazine nor its employees, agents or subcontractors shall be liable for loss or damage. The views expressed in XU Magazine are not necessarily the views of XU Magazine Ltd, its editors or its contributors. Welcome to issue 10... 6 / 2017 Up and Coming Tech 8 / Explained: Xero Partner Program Points 9 / TUTORIAL - Provide Management Reports to Clients Without Breaking a Sweat 10 / FEATURE - On the back of a beer mat: XU Magazine from start to Issue 10 14 / Top tips for setting up your own cloud business software advisory service 16 / INTERVIEW - Q&A with Michael Wood from Receipt Bank 20 / COVER STORY - How the Financial Web is transforming the traditional lending landscape 22 / From rock music photographer to helping businesses develop 24 / Why philanthropy matters: your small business guide to giving 28 / COMPARED - Time & attendance App comparison 30 / TUTORIAL - Streamline your invoicing with WorkflowMax… and get paid faster 32 / 5 silly excuses we give for not going paperless 34 / TUTORIAL - How to: using reports in ApprovalMax 36 / New business in the UK reaches record high 38 / Move to high-tech, high touch and watch your billable hours grow 40 / A systems-based approach to delivering client work 42 / ANNOUNCEMENT - Accountex returns 44 / TUTORIAL - How to use MinuteDock for time billing with Xero 46 / CASE STUDY - How simple process automation helped increase efficiency & growth 50 / A new year, a new global economy, and what that means to the Xero community 55 / TIMELINE - Innovations to help you thrive in 2017 62 / The ideal client: choosing the right clients and delivering valuable customer service 66 / TUTORIAL - Dryrun: help your clients build a powerful recurring budget… 70 / The all-new Xero HQ 72 / Small business expansion: how to ensure compliance in Africa 74 / Forget me not: the automated “Make Accessing your cash short flow term with finance Satago, to your bridge all-in-one cashflow gaps cashflow can be difficult soluuon. as Spend a small less business. me chasing I needed customers a way to with access our the automated money locked invoice up reminder in my unpaid system. invoices. Try Then invoice I found reminders invoice at finance satago.com from Xero feature that’ll get you paid on time 76 / TUTORIAL - AutoEntry: advanced, feature-rich automation of data entry to Xero 82 / Introducing mTrio 84 / Mindset over money: why spending more on marketing is not the answer 86 / INTERVIEW - Q&A with Will Lovegrove from pensionsync 90 / Reconciling various customer payment methods: get organised by separating your deposits 92 / Alleviating reconciliation ailments 94 / Does your accountancy firm serve others or does it serve you? The 7 systems that are changing the game 98 / Top tips for Xero users: Budget Manager 100 / Mitigating risk and making data security a top priority 102 / NEW RELEASES - Updates and new releases: from the Xero App Marketplace 106 / Taking the ‘auto-magical’ to the next level 108 / Get ready, set, go! The importance of a good set-up 110 / APP DIRECTORY - App/ Service Directory 118 / Apple Pay is here! “ Complete Cashflow Confidence 4 / Issue 10 XU Magazine - the independent magazine for Xero users, by Xero users. Find us online at: xumagazine.com Have you subscribed? Go to subscriptions.xumagazine.com Follow us on Twitter: @xumagazine Issue 10 / 5

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