Digital Solutions & Cloud Accounting: February Round Up and Top Tips

Hi all, 

We’ve had lots of exciting things happening in the Digital Solutions & Cloud Accounting team since the start of the year. Here’s a few reminders in case you missed it!  

Fee Structure  

The new fee structure for Xero set-up and cloud-based finance services (bookkeeping/VAT/Reporting) are ready to use. Please continue to loop Lydia in on any quotes for new clients and any re-quotes for existing engagements.  

New Roles 

We’re looking for people to join the team in some exciting new growth roles and internal applications are encouraged. Theres a summary of each role below:  

• Cloud Portfolio Manager: Overseeing Cloud Accounting engagement and overseeing junior team members. Will be involved in review of work and ensuring a smooth handover with the Accounts team. Will be involved in systems training for clients 
•  Senior Cloud Accountant: Act as a software champion providing software support to clients. Will be involved in demos, training, system migration, reporting and complex bookkeeping tasks.  
•  Semi-Senior/Junior Cloud Accountant: Will be involved in the day-to-day bookkeeping and VAT work. Will support with reporting and software queries as needed.  

 The services we offer are as follows: 

• Digital Solution Services in accounting refer to a wide range of technology-driven tools designed to enhance and automate financial processes. These solutions may include software for data analysis, workflow automation, or integrating various systems (like CRM or ERP) to streamline operations. The aim is to improve efficiency, reduce errors, and provide real-time insights for better decision-making within the financial function. 

• Cloud Accounting Services involve using cloud-based platforms to manage financial tasks such as bookkeeping, invoicing, and reporting on behalf of clients. These services allow businesses to access real-time financial data from anywhere, automate routine tasks, and enable multiple users to collaborate efficiently. The primary goal is to simplify accounting processes, enhance accuracy, and ensure secure, scalable financial management. 

We thought it would be good to share some Xero tips on how to check a subscription plan on behalf of a client, how to upgrade and downgrade and how to complete your Xero certification. 

If you are yet to complete or renew your Xero certification, can you please liaise with your line manager to ensure that this is completed no later than early March. 

Many thanks, 

Digital Team 

1. How to Check a Xero Subscription Plan 

To check the Xero subscription plan for a client’s organisation, follow these steps: 

a. Access the Client’s Organisation: 

• • Once logged in, navigate to the Xero Partner Dashboard. 

• • Under the Clients section, search for the client organisation whose subscription plan you need to check. 

• • Click on the client’s name to access their Xero account. 

b. View Subscription Details: 

• • On the client’s Xero account page, click on Settings from the bottom left-hand corner. 

• • Under Billing & Subscription, select Subscription. 

• • You will be able to view the current subscription plan, along with the associated features and pricing details. 

2. How to Upgrade / Downgrade a Xero Subscription 

To upgrade or downgrade a client’s Xero subscription plan, follow these steps: 

a. Select the Client’s Organisation: 

• • From your Partner Dashboard, search for and click on the client’s name. 

• • You will be directed to the client’s Xero organisation. 

b. Navigate to Subscription Settings: 

• • Click on Settings from the bottom left-hand side. 

• • Select Billing & Subscription, then click Subscription to view the current plan. 

c. Upgrade or Downgrade the Plan: 

• • To change the subscription, click on the Change Plan button. 

• • You will be presented with available options to upgrade or downgrade the client’s plan. 

• • Choose the desired plan and proceed with the on-screen prompts to confirm the change. 

d. Confirm Changes: 

• • Review the pricing and features of the new plan. 

• • Enter any required payment information (if applicable), and click Confirm to complete the upgrade or downgrade. 

Note: Any changes made to the client’s plan will take effect immediately. 

3. How to Help a Client Complete Your Xero Certification 

a. Login to Xero Learn: 

• • Go to Xero Learn and sign in using your credentials. 

b. Enrol in the Relevant Course: 

• • Browse the Xero Learn platform to find the Xero Certification course appropriate for your team (e.g., Xero Advisor Certification or Xero Payroll Certification). 

• • Click Enrol to begin the course. 

c. Complete the Learning Modules: 

• • The certification consists of a series of modules, each including video tutorials, lessons, and quizzes. 

d. Pass the Final Exam: 

• • After completing the modules, you must pass the final exam to receive your certification. 

Tip: If you have completed your Xero certification in the past, we would recommend signing up for the “fast track certification” which will take no more than an hour. Please note you will only have 1 attempt at this. 

Many Thanks,

Emma Cohen