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Xero Partner Programme

May 25, 2021
Bill Kimball

xero partner edition

Newbie question – we are an accounting firm just starting out on Xero. We are trying to access the partner pricing of $5 per month for one of our client ledgers – at this stage xero is not letting that happen and its a minimum of $25 – I’ve tried the Xero support and they are next to useless. Convert business clients to Xero, set up 30-day trials of business edition, or create new clients on partner plans like cashbook and ledger. Because you’re a Xero partner, there’s an additional suite of partner products and tools. Meaning there’ll be a partner or business plan to suit your clients’ needs. Accountants and bookkeepers can add small clients to Xero with Xero Cashbook and Ledger by joining the partner programme.

And, together, you came to the aid of small businesses across the country – acting as key players in keeping our economy moving. To earn points for clients using WorkflowMax, the WorkflowMax organisation must be linked to a Xero business edition organisation, and you must have advisor rights in the Xero organisation. Interaction must take place between Xero and WorkflowMax, for example generating an invoice or purchase order, updating a client record, or logging time. As a Xero partner, you’ll immediately gain access to free software, education, and marketing support – not to mention the value you can pass on to your clients. Collaborate with your peers, support your clients and boost your practice.

This points program may be superseded by Xero at any time effective upon the online posting of modified points scheme. Only staff members that are actively serving clients will count towards your Xero certification requirements. You can only receive points one time per subscription irrespective of how many staff are invited in.

Xero’s online accounting platform allows you to work faster and more efficiently than ever before. You’ll have real-time access to the information you need, whenever and wherever you need it, simply by logging in. I often use Grossman as an example of an ideal software vendor to partner with. The depth of knowledge, in both the product and the industry, that everyone at Grossman demonstrated has been unmatched by any vendor I have worked with. Looking for a long-term commitment with an experienced business partner? We’re your champions – industry experts solving your most pressing agribusiness problems.

More information regarding the Partner Points Scheme is set out in thepartner points guide. For the avoidance of doubt, any determinations by Xero on matters relating to the Partner Points Scheme will be final.

“Xero” and “Beautiful business” are trademarks of Xero Limited. They’ve now replied and apparently the only way to do that is to set up a dummy organisation and fiddle the system so that a new account is not actually set up. Please re-consider allowing the use of a reasonably priced multi-currency function for cashbook accounts that don’t need all the bells and whistles. Hiya Matt – I see your predicament, as Sharesight does make use of the Cashbook. However, that plan was designed for the very basic organisations that simply need to submit a return once a year. I’m going to merge this here so we can keep all feedback together, but I do want to set the expectation that this isn’t likely to be planned. Perhaps you could add in limited support accounts, just displaying USD balances correctly in AUD, etc.

How The Partner Programme Works

It’s a more intuitive way to connect and chat all things business with one another. Maintain and manage the advisor directory listing that showcases your practice from within My Xero Partner Edition. Stay Xero certified and keep your staff up to date with on-demand access to self-paced online training for Xero products. Xero HQ, the evolution of My Xero Partner Edition is now available. While we further develop Xero HQ, we’ll continue to support both platforms. All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect.

You need to work for an accounting or bookkeeping practice. Join and get Xero-certified to get Xero for your accounts, plus Xero HQ for managing clients. Rebecca Gadd’s mental health journey led her to form Sprout Business & Wellness Coaching, a Wodonga-based bookkeeping and advisory practice that puts the mental wellbeing of both advisors and small business owners in the spotlight. Welcome to the first digital edition of Partner Pages, made up of stories from the Xero partner community for the Xero partner community. Keep scrolling to take a peek under the hood and discover the trials and triumphs that your peers have encountered along the way. In the process, you’ll find key tips, insights and practical examples that can be applied every day.

xero partner edition

To earn points for clients who use Xero Expenses, you or the client needs to be paying for the Xero subscription. To earn and retain points for using new Xero Expenses in your practice, at least one user must be actively submitting expense claims. If no-one uses new Xero Expenses for 31 days, the practice points are removed. From memory, when you add a new client you get the option of which type of subscription you want – there are 2 tabs with the regular subs on one and the partner editions on the other.

List Of Xero Champion Rewards

Get additional benefits and free software as you move up the partner status levels from bronze to platinum. In “my green Xero” click upgrade on one of your clients and it offers all the plans and their pricing. ‘Practice’ subs are secret squirrel – I always disclose these to clients if I think its the best sub for them. To access partner pricing, you need to have a billing account.

  • The Grossman Software Solutions team is readily available to assist with support, new designs, troubleshooting and problem solving.
  • Point values per clients are described on the status levelspage of xero.com.
  • Meet the Xero team that understands the local accounting and small business scene.
  • The stories cover everything from drawing on the wisdom of intergenerational skill sharing to how to master large-scale change projects and how to maintain your own mental wellbeing and that of your staff.
  • To earn and retain points for using Xero Projects in your practice, at least one user must be actively using Xero Projects, for example, by adding projects, logging costs or time, or invoicing for projects.

To create a billing account you need to select the pricing option. I don’t think the need for 2 or 3 Foreign Currency accounts for a Sharesight user can be classified as sophisticated or complex. Settling a few trades, receiving dividend/interest and transferring funds is all that is required. There is no need for Invoicing, Quotes, emailing clients or any of the other more complex parts of Xero. It is disappointing to hear that this feature will not be available for low volume clients at a reasonable cost. Please can you consider a lower cost way of accessing multi-currency support for the basic version of Xero. Some users have Xero as part of the $15/month package with Sharesight.

To earn points for clients using Hubdoc, the Hubdoc organisation must be linked to a Xero Business Edition organisation, and you must have advisor rights in the Xero organisation. A document must also be published from the connected Hubdoc organisation to Xero at least once in any 60 day period. As a Xero partner you can subscribe to these plans on behalf of your clients. Xero Ledger is £2 per month, Non-VAT Cashbook is £5 per month, and VAT Cashbook is £9 per month, per client. Xero VAT Cashbook is for clients who don’t need invoicing but do need VAT reporting.

Xero Partner Edition: Cashbook

27 Jan 2015 Accountants need multi-currency for some clients so multi-currency should be a feature in the partner editions. However, these statements are false as multi-currency is not available in the partner editions. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018. Being a Xero partner opens the door to a host of game-changing products and beautiful free software to use in your own practice.

Being invited in with the adviser role into your client’s active Xero subscription. If you are an accountant, bookkeeper or other provider of professional advisory services approved by Xero Limited and its affiliates then you can become a recognised Xero Partner and receive the benefits of the Xero Partner Program . To earn and retain points for using Xero Projects in your practice, at least one user must be actively using Xero Projects, for example, by adding projects, logging costs or time, or invoicing for projects. If no-one uses Xero Projects for 31 days, the practice points are removed. As with other Xero business plans, Xero Cashbook and Xero Ledger integrate with other Xero practice tools. This video tutorial shows you how to add and manage your clients in Xero Partner Edition.

f you are serious about the use of Cashbook for Financial Planners who manage client portfolios, you need to make a version of Cashbook available that has multi-currency at a reasonable price point. Any portfolio that is of any value will most likely have brokerage accounts in different currencies for the receipt of dividends/interest and cash transfers. There are not normally a lot of these transactions but they do need to be reconciled and balanced on a regular basis. Hi everyone, Come on over to the new discussions in Xero Central.

xero partner edition

Paying $60/month, or an extra $45/month, is not reasonable for a basic function. Build customised report templates to streamline compliance and management reporting for all your Xero clients -find out more.

Join over 100,000 accountants and bookkeepers using Xero in their practice. I wanted to know where I could see price plans for the partner editions. Xero first told me how to set up a new organisation – which I already knew. I replied that I just wanted to find the price plans both now and in future.

Quicken App is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2015 and above desktop products.

Manage the level of access your staff have to client data. Fine-tune user permissions, and update billing plans from a single screen.

If they are serious about international markets and client base, then this is a must. Not competitive against other products such as Quickbooks online which offers the same at a fraction of the cost. Please consider a version of cashbook that is multi-currency at the same price or a reasonable premium to the single currency version. The multi-currency version of Xero is currently targeted at larger businesses that deal in multiple currencies. That is fine, but it is too expensive to be useful for an investment portfolio with a couple of FX accounts.

You agree to adhere to the Xero subscription and payment terms set out in Xero’s Terms of Use, as updated or amended from time to time. Making Tax Digital will change the way accountants and bookkeepers work, becoming mandatory as soon as April 2019.

Xero Ledger and Xero Cashbook plans are only available via accounting and bookkeeping practices who are members of the Xero partner programme. Partners can offer them to clients, and grant access to Xero Cashbook if they choose. From unpacking fast-moving government restrictions to becoming the first line of financial and emotional support for your clients, accountants and bookkeepers faced an incredibly challenging year in 2020. In response to the pressure, you looked to your partner community for support, guidance and strength.