Projects
Payroll Automation (Smartly, Crystal Payroll, iPayroll) and connection to Xero
Issue
Timesheets are entered manually on paper, no connection to Xero.
Implementation
project planning and timelines
work with payroll software provider
employees communication and training
desktop and app testing
Result
Completely automated payroll
Timesheets are entered via phone app
Leave applications entered via app
Managers approve leave based on current leave balances in the app
Costs allocated to cost centers
Payroll and PAYE are automatically deducted from bank account
Payroll reports are automatically flowing into Xero
Employees costs are automatically allocated to different cost centers
Project Duration and Cost
12 days over 3 months
Cost - $8,160 + GST
Job Management Software Implementation (SimPro, ServiceM8, XeroProjects)
Issue
Manual coding of timesheets to different projects, manual assignment of staff to jobs, manual split of costs between projects.
Implementation
learn the business operations around managing projects
work with software provider for onboarding instructions
transfer data from old software
Testing of the software
Roll software use to admin staff and employees
Connect to xero for automatic invoice uploads
Result
Completely automated job management system
Timesheets are entered via phone app and time is split between the jobs
Auto notifications to staff about job scheduling
all jobs could be seen in one screen with progress for each project
Health and safety records , site check photos and client record are saved in the job and available for client
Invoices are generated in the job management software and automatically flow to Xero
Materials are allocated to the job automatically
Project Duration and Cost
18 days over 4 months
Cost - $12,240 + GST
Bills Approvals Automation (Approval Max)
Issue
Supplier bills require approvals from several managers based in different offices , approvals collected via emails.
Implementation
project planning and timelines
work with admin team and managers to define approval matrix
connect Approval Max with Xero
Result
Completely automated supplier bills approvals
Automated flow to and from Xero
Each approver only receives bills based on their client / project and approval level
Automatic start of Multi -tiered approvals for large bills
Time stamp for all emails sent and received
Automated notifications and reminders to “nudge” managers
Automatic Month-end accrual journal for bills that have not yet been approved - flows directly into Xero.
Project Duration