Our Integration With Xero and Sage – What Can You Expect?

July 17, 2017

Our Integration With Xero & Sage – What Can You Expect?17th July 2017, by Samantha WellerAt Tevalis, we’ve seen that a business operates at its peak when it has an innovative and efficient system in place. Not only does this include the Pos and the management tools that work alongside it, but the chosen accounting software as well.With over 5,000 systems up and running throughout the UK and Europe, we’ve become a market leader in providing specialist Epos software solutions across all sectors within the hospitality industry.

Therefore, we believe it’s essential that we only integrate with other technology experts in their respective areas. This way, we have the ability to provide a seamless system in its entirety to our clients, providing a higher return of investment with benefits such as reducing administration and saving costs.

Taking this into consideration, we have identified two of the most common accountancy platforms across enterprise businesses. Therefore, we have integrated our Epos end of day sales and stock control purchase invoice information into Xero and Sage – both market leaders in providing businesses with accounting software.

So, how do these integrations work?

Both platforms are available for clients that want to simplify their accounting process across their businesses, including features such as payrolls, making payments and invoicing. In relation to the Pos and management tools that we offer, using an accounting platform offers complete transparency into the business by sending daily sales data directly from the Pos.

Alongside this, the integration offers the ability for management to analyse and control delivery and purchase orders in our Stock Management module, sending purchase invoices for immediate reconciliation.

Businesses with our system and accounting integration can find the following benefits:

Helps significantly reduce staff’s time due to lack of admin and manual input needed.

Reduces human error due to the minimal amount of information needed to be manually inputted.

The integration overall offers an elevated level of efficiency and accuracy through businesses accounts due to the automating at the end of year accounts and integrating payroll calculations.

Connect directly to HMRC enabling VAT returns in seconds as the information is compiled behind the scenes.

Have access to real time profit and loss data, so you have control of your accounts during trading periods to make instant decisions in the business.For those considering our Stock Management business solution, we offer complete analysis and management on a venues stock periods, purchase ordering, delivery tracking, recipe management and recipe engineering. However, when developing this part of the Enterprise Solution offering, we wanted to ensure that we could offer high levels of efficiency in all aspects, which is why we decided to integrate with both Sage and Xero. Now, users can share purchase invoices that have been approved within the module.Within the purchase orders, users can expect to find their orders with the following information: Order name, when it was created, the status, the supplier, invoice number, the total amount and whether it has been paid or not. When an order has been successfully sent to the chosen integration, their business icon will appear next to the status which will say ‘complete’. Confirmation of a successful posting will not only display in the purchase orders section but also within the integration log.

Introducing the integration log. We wanted users to have access to an area which reflects all points of communication with their purchase orders. On the integration log tab, users can view interactions between Tevalis and their chosen accounting integration – whether that’s Xero or Sage.

This space provides an overview of when lookup data has been refreshed, including companies, department codes, nominal codes as well as when purchase orders and daily sales have been successfully sent to the accounting software chosen. To ensure that the process is always running smoothly, we advise to use this space to your businesses advantage by routinely checking.

Taking all of the above into consideration, we’ve seen first-hand that the features offered in our integration increases productivity, efficiency and accuracy for our client’s businesses. In result, when choosing Xero or Sage with Tevalis, management and head office will benefit from an easier and smoother accounting process.Want to know more about this integration?
Leave us an email at: info@tevalis.com or call our team on 0330 002 1555.