Document Templates For Sage And Xero |
How do you design yours? |
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!
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 ...
ALISON MEAD
I'm your Bookkeeping Buddy: Discover more by clicking here!
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