7 Tips for selecting add-ons in Xero

When choosing the right Add-On package for your business there are a number of points to consider;

1. Determine your current business systems and processes

• What area in your business do you need to streamline

2. What are your short term / long term business goals?

• Determine if what you require is long-term and feasible to implement or whether a short-term solution may be required in the interim

3. Research the required add on’s and software packages

• Can these packages service more than one area in your business?
• Does this addon specialise in one area only?

4. Consider the ongoing costs of the package and the need for staff training

• How many staff are required to use the package
• Do you need to pay for one or multiple subscriptions

5. Choose 3 x add-ons to trial before you commit to a package

• Most add-ons and software packages have free trial periods
• Read reviews and watch YouTube videos on the product

6. Consider the software integration and set up time and costs

• Can the software be immediately integrated
• Do you need to export and import data
• Will you require a specialist to implement the software for you

7. If in doubt, consult with a specialist, speak to someone who is currently using the software or call your bookkeeper to discuss your needs.