Invoicing « simPRO

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Melanie J. McFarland
Absolutely agree. Empower the field worker to focus on their core responsibilities AND support the streamlining of back-end operations toward analysi
Jonathan Frei
I like how straight forward the process is.
TROY
Sounds like a good idea but how is that better than just getting a pda solution for guys?
Bert Hermanus
Great article. There's a lot of good information here, though I did want to let you know something - I am running Redhat with the circulating beta of
Sandy Naidu
Looks good - the digital notes can also be transferred straight on the computer, right ?
Brad
Hi JDW - yes it would be a great tool for any kind of business that needs to invoice from the road. If any of your clients are contractors or service
Spencer
Is this real? I need that for my new plumbing company for the lads. But we will use sage for this is there a sage pen?
JDW
Interesting - as an accountant I think that would be a great tool to use for busineses of any size that I deal with. Any ideas on when it might be

Archive for the ‘Invoicing’ Category

Xero Accounting Link – Now Live in Enterprise

Tuesday, May 25th, 2010

simPRO_Xero

We are very pleased today to say that the full Xero Accounting link is live and running in simPRO Enterprise bringing all the simPRO family into line.

You can now run simPRO Enterprise, simPRO Lite and simPRO Mobile with direct links into Xero to create and update invoices.

simPRO Lite & simPRO Enterprise

With both Lite & Enterprise you can now easily create your invoices, receipt invoice payments, create credits, add new clients, suppliers and contractors all directly to Xero from your simPRO system.

As both simPRO & Xero are web based applications, all the grunt work happens in the `cloud’ and you get real time feedback on each transaction for success or failure to post with explanations on why a failure may have occurred so you can rectify the error before it is part of the accounts system.

With simPRO’s powerful operational system, even functions that Xero cannot perform on it’s own like CIS and stock control, can all be managed making the combination of simPRO & Xero the ultimate solution for contractors and service companies.

simPRO Mobile

simPRO Mobile is our powerful Anoto based digital pen solution for service companies and contractors. We have made simPRO Mobile even more powerful now with a direct integration from paper invoices to your Xero accounting package.

Learn more about the simPRO Mobile Digital Pen to Xero integration on the Xero Blog.

l

Here is how simple the integration to Xero is:

1. Inside simPRO, connect to Xero

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(more…)

Tags: Digital Pens, Xero
Posted in Digital Pens, Invoicing, Xero, simPRO, simPRO Enterprise, simPRO Lite, simPRO Mobile | 1 Comment »

simPRO Digital Pen + Xero Online Accounting = The Xero Pen

Monday, March 8th, 2010

We are very excited today to announce the release of our full integration of the simPRO Mobile Digital Pen with the online leader in accounting systems, Xero.

Put simply this new integration from the simPRO Mobile Digital Pen (that we internally nicknamed the Xero Pen) allows field based staff to complete an invoice sheet using a pen and paper and to have that instantly and electronically able to be updated into Xero.

Imagine the small trade service business completing their invoices at the clients site and having that invoice instantly available for a book keeper to update in Xero. Imagine a catering business delivering to their client and getting a signature on the invoice sheet before it is electronically sent and updated into Xero.

Delays in invoicing, late nights catching up on paper work and double entry of forms is now a thing of the past! Anyone in the business can now complete an invoice and have that available instantly for Xero.

The simPRO Mobile > Xero Digital Pen system works by utilising the Anoto based digital pen & paper technology to create invoice pages (either loose single sheets or duplicate sheets in pads) that are filled in using a digital pen. Once an invoice sheet is completed it is sent via Bluetooth to the users mobile phone and routed through the internet to the web based simPRO Mobile form portal.

In the form portal, the original invoice form is displayed in a PDF format showing all original handwriting and signatures and is also converted into a data file using powerful handwriting recognition software. The form is checked for accuracy and any errors can be fixed and additional items can be added if required. The form is then submitted which archives a copy in the simPRO Mobile form portal and then sends the data file to Xero where it is added in as a draft invoice.

We currently have a generic invoice form available in $, £ and € that is freely available to anyone (although it is designed to fit a service company). We plan to add other generic forms to the system over time.

Of course we can design, build and integrate any customised forms for any type of business. Forms are not just limited to invoices though, they can also be expense claims, asset registering or for any other function within Xero. And because the simPRO Mobile Digital Pen system can also send photos attached to the forms, you might be able to send copies of receipts, suppliers invoices, images of the assets being recorded etc into the simPRO form portal to accompany the forms for faster processing.

Below is a quick video showing the “Xero Pen” in action.

For any details on this, please call us:

UK & Europe – +44 2033 970 086

Australia & New Zealand – +61 7 3272 9366

Tags: Accounting Software, Cloud, Digital Pens, Web Based, Xero
Posted in Accounting, Announcement, Digital Forms, Digital Pens, Invoicing, Technology, Xero, simPRO Mobile | 1 Comment »

How to Add Different Sage Tax Codes in simPRO

Thursday, February 25th, 2010

If you are running the Sage – simPRO Accounting Link, you may need different tax codes such as T0 – tax free, T1 – standard VAT or T9 – VAT Exempt so your invoices properly match up between simPRO & Sage for your VAT reporting.

Here is how you do that:

Set Up Different Tax Codes

The first thing to do is set up the tax codes in simPRO. Go to Admin > Setup > Tax Codes > View

This will show you all your current available tax codes.

To match them up with the standard Sage codes of T0, T1, T9 – create new tax codes by clicking “Add”. Name them the same as the Sage tax codes but drop the T – so “T1” will be listed as “1”, T0 as “0” etc and enter in the tax rate.

You can add in as many different codes as you need.

Choose which Tax Code you want to set as default (usually Tax Code 1 – Standard 17.5%). This code will automatically be inserted into all quotes & jobs unless changed.

See image below for example.

Add Sage Tax Codes

Choosing a Tax Code in a Quote/Job

When you create a job/quote, the tax rate will be set as the default rate (normally Tax Code 1 – 17.5%).

If you need to choose another Tax Code, simply open up the relevant department (note: it is to be changed in the department section not the job overview section) and click the drop down arrow on the Tax Code box and choose from your other available Tax Codes.

This will then apply the tax rate that you had set up in the Tax Code setup page and will match to the corresponding Sage tax code.

See image below.

Choose A Different Tax Code

Click `Update’ underneath the Tax Code when you have selected the new rate and it will apply to that section. If you have multiple sections where you need to have the different rate, make sure you adjust the tax code for each of those sections.

As always, for more details or help please call.

Tags: Accounting, sage, simPRO, Tax
Posted in Accounting, Invoicing, simPRO Enterprise | No Comments »

Sage Link Beta Release

Friday, November 13th, 2009

quickbooks

Sage link beta was released on November 12th. The same day also marks the 2nd anniversary of the MYOB and QuickBooks beta releases.

There is only one link for sage which works for both simPRO and simPRO Lite – something that will happen to the MYOB and QB links in the coming months.

Tags: Accounting, MYOB, Quickbooks, sage, simPRO
Posted in Accounting, Invoicing, simPRO | No Comments »