Budgets Summ It Up Accountancy

Summ-It Up – Xero

Xero is an online accounting software, allowing you to get a real-time view of your cashflow, save time on your bookkeeping and get paid faster.  Also it can be set to automatically send a gentle due date approaching reminder or chase any outstanding invoices with ease. 

Help is at hand!

Specifically built for small businesses, Xero is all about saving small business owners’ time; sending you updates when your invoices are opened, importing and categorising your latest bank transactions, easy expense claiming system and much more.  

All with the added bonus of using their dedicated mobile app which allows you to be in charge of your business anywhere, at any time. 

Raise and send your sales invoices on your phone before leaving a job, or set recurring invoices for your regular fees – and best of all have a link to allow your customers to pay you online. 

Process your purchase orders, bills and receipts quickly and automate your bank transaction imports into Xero for quick reconciliations. 

Keeping track of your inventory, scheduling payments and managing cashflow, batch paying suppliers, along with connections to over 700 third party apps are just some of the reasons why we love Xero. 

Easy invoicing, online payments, real time data and fast bank reconciliation are no longer distant dreams with Xero software, and with our specially selected add-ons, all of that and more is available and Summ-It Up are here to help you with it. 

Get in touch to let us tell you even more and give you a demo. 

Xero Training 

Systems software, Set Up & Training 

At Summ-It Up we believe that however marvelous your business ideas are, without good systems in the background things can take a lot longer than planned. That is where we can help.  Whether you are just starting out, or are an established business, we can help you review your systems and accounting software and put things into place to keep things up to date, and save you time, without compromising accuracy or efficiency.

Tailored Training 

We love showing people how to use Xero, and associated add ons. It really makes us happy when you are learning and can see the ease and simplicity of this wonderful system. Our training is tailored around your needs, so if you have a business which needs Purchase Orders and Sales Quotes we will show you this, if you only need to enter bills, or even just want to reconcile your bank directly, we can teach you your way around the system with very little hassle. 

After an initial information gathering meeting we set your system up so you are ready to rock and roll, and then some. We will then start your training. Your initial session is usually a half day covering a lot of the basics to get you up and running on the main bookkeeping, then we arrange the remainder of your training around your needs, and over a time period to suit you. But never fear, we are on hand for help while you are getting to grips with the system.  


If you’ve got any questions or would like to find out more then contact us We’d love to hear from you. 

Contact me today