Client case study
Archidata Ltd

Published: 11 April 2017

Archidata Limited generate quotes on Xero for mosts jobs that they undertake and they convert these to invoices which they send directly to the clients.

FJT has to review the postings to nominal codes and the treatment of tax which she does as part of the audit of the quarterly VAT return. Supplier invoices are emailed to Xero for posting as are expenses and receipts having been photographed and uploaded by the director and staff. Fiona reviews these submissions before posting to the nominal ledger. FJT deals with all aspects of the bookkeeping except the generation of quotes and converted invoices. She invoices those jobs which are only time-based and for a specific client. They provide quarterly management accounts for the independent review of the company accountant and prepare the accounts for the end of year review.

FJT invoices on a monthly basis to cover daily review of the Xero dashboard, to draw up invoices as instructed by email for a specific client, reply to emails, review and post the transactions from the bank to be reconciled as well as aged debtor chasing and aged creditor review and payments. FJT meet the client face-to-face on a monthly basis to review overall progress.

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**Since engaging FJT for Business, I have peace of mind in relation to the company accounts. I know that errors and omissions will be picked up and I know that we will not miss key deadlines in terms of VAT, PAYE, NEST pensions and Corporation Tax. The electronic nature of Xero makes my life easy – no separate system for quotes and invoices nor duplication and easy posting of expenses and invoices by simply sending a photograph of these to Xero. It is great to receive quarterly management accounts to ensure that we keep on track and continue to focus the business on profit generating activity. It is really reassuring to know that if I send FJT an email, I will get a response the same day. Highly recommend you take on their services but Xero needs to be your accounting package to maximise benefits – not Sage! Rob Mclean