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Document Templates For Sage And Xero

How do you design yours?

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POSTED BY ALISON MEAD ON 20/05/2019 @ 8:00AM

Last week, I went to see a couple of new clients, one using Sage and the other Xero. Both were producing delivery notes in Excel ...

With Sage and Xero, once your documents are set up, they're really easy to use and will save you loads of time!

With Sage and Xero, once your documents are set up, they're really easy to use and will save you loads of time!

copyright: kantver / 123rf

They could have used the capabilities in Sage and Xero so that got me thinking ... how many other businesses are doing the same? Are you producing delivery notes or purchase orders (or a host of other documents) using Microsoft Excel, or even Word?

"Did you know that both Sage and Xero could do that for you?"

There really isn't any point in re-keying data twice, is there? You already have it in your accounts package so it would be far easier to just push a button and see the document printed than having to re-key it into Excel or Word. This is why you need to set up your templates correctly.

There are templates for every type of document you need to produce from your accounts package. Templates do take time to put together to your liking, and I appreciate that as a busy business owner, you may not have the time to explore these capabilities and play around with these sorts of things.

But I can do it for you! I can set up all the different types of templates you'll need to print from Sage or Xero and teach you how to use them!

How would you like to place an order with a supplier then automatically have Sage or Xero produce both a purchase order for the supplier and delivery note for your customer? When the supplier packages up the goods, they include your delivery notes in the box, so it looks like it came directly from you.

I'm certified with both Sage and Xero and I can set up all the documents you need to print out and show you how to use them. Stop using Excel or Word for printing! Get me in and make your life a whole lot easier.

"Would you like to know more?"

If you'd like to get me in to set up your documents in Sage or Xero then do give me a call on 01604 420057 or click here to ping me an email and let's see how I can help you. You'll be amazed at how efficient your bookkeeping can be!

Until next time ...


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More about Alison Mead ...

Alison loves bookkeeping and supporting bookkeepers. She has been helping clients to be better bookkeepers in Sage 50 for over 24 years and has been Xero Accredited in accounts and payroll for a number of years too.

She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.

Alison combines her role at Silicon Bullet with her Forever Living network marketing businesses and is often to be seen at business networking meetings as she likes to keep busy.

You know what they say: if you want something done well ask a busy person!


01604 420057