Pixel

Our New Project Management System – XeFlow

Gary Green
Gary Green
January 10, 2020

Key Business Consultants recently launched our very own addition to the Xero partner app scheme – the XeFlow project management system.

XeFlow project management combines the best of cloud accounting system Xero and invoice management software WorkflowMax. In this article, we’ll tell you all about how our new app can save you time, streamline your admin and improve the accuracy of your invoices.

The Best of Both Worlds

We strongly recommend that all our clients use Xero for their accounting and bookkeeping. It does a lot of the heavy lifting, so you can concentrate on running and growing your business.

We’ve helped hundreds of clients set up, optimise and manger their Xero accounts. And we were recently awarded Gold Partner status by Xero themselves.

WorkflowMax is an excellent invoice and project management system, but it does have some areas for improvement (particularly in respect of bulk and batch jobs).

By leveraging our extensive contacts in app development, we were able to combine the best of both services into our very own project management system.

Reduce Your Admin Time

Because XeFlow syncs directly from Xero and WorkflowMax, you can automate your admin tasks with just a few clicks:

  • On board clients directly from Companies House
  • Automatically add jobs every time you on board
  • Send bulk emails
  • Archive a number of clients in a single batch
  • Post timesheets
  • Stay synced with all your client’s information

Regularly scheduled tasks like month ends and annual Ts & Cs updates are also simple with XeFlow. Simply set up the rules and the required contacts – XeFlow takes care of the rest.

Crush Those Time Sheets!

All professionals hate doing time sheets. Trying to reconcile hand-written notes, spreadsheet entries and even old e-mails… The whole thing can quickly become overwhelming.

XeFlow offers an elegant solution to all your timesheet headaches. We call it TimeCheats – a revolutionary new way to manage and process timesheets.

Simply link your Gmail or Microsoft account directly to XeFlow. The software then reads times and contacts, and makes suggestions as to where to allocate your time. Therefore, no more scrolling through your inbox trying to remember what you were doing on Tuesday morning!

How Does It Work?

Registering with XeFlow is simple. Subscriptions start from just £15, with unlimited customer support and free updates with all packages.

If you’d like more information, either check out the XeFlow website, or get in touch and we’d be happy to arrange a no-obligation demonstration at your office.

Interested in our services?
Fill in your details and a member of our experienced team will be in touch shortly to discuss your needs.
We adhere to strict GDPR rules and do not reveal or sell your data to any third-parties. For more, please read our Privacy Policy.
Latest Insights
September 27, 2021
Choosing The Correct VAT Scheme For Your Business

Choosing the right VAT scheme is an important step for small business owners and can have a considerable...

September 21, 2021
How to Claim EIS Income Tax Relief in 2021

If you need to know how to claim EIS income tax relief and enjoy what is...

September 2, 2021
Recovery Loan Scheme - What Is It and How Do I Apply?

As businesses seek to re-open and recover from the global pandemic, there are various forms of...

August 16, 2021
The Super-Deduction Scheme - How Does It Work?

You may have heard the term 'super-deduction' recently and wondered if you could be affected by...

August 12, 2021
The Tax Benefits of Non-Domiciled Status for UK Residents

Having a Non-Domiciled Status if you reside in the United Kingdom can have great benefits for...

July 9, 2021
Stamp Duty Land Tax (SDLT) Surcharge for Non-UK Residents

Stamp Duty Land Tax (SDLT) rates have changed again for non-residents buying a home in England...

July 7, 2021
How Is Cryptocurrency Taxed & Do I Need to Fill A Self-Assessment?

Cryptocurrency may live online with no government control or borders, but if you are in the...

July 5, 2021
Venture Capital Schemes: Tax Relief Guide For Investors

When it comes to finding out what tax relief is available for investors using a venture...

July 2, 2021
Claiming Business Asset Disposal Relief in 2021

Business Asset Disposal Relief (BADR) used to be known as Entrepreneurs’ Relief before 6 April 2020....

View Our latest insights »
Get the latest UK tax & business news and guidance delivered straight to your inbox
We care about the protection of your data. No spam. Unsubscribe anytime.
Copyright © 2021 Key Business Consultants LLP. Reg: E&W OC389322
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram