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Rocket clouds
Xero by Mind Map: Xero

1. New Clients

1.1. Page 1

1.1.1. Contact details

1.1.1.1. Contact person

1.1.1.2. Phone no.

1.1.1.3. Email

1.1.2. ABN (Registration Required?)

1.1.2.1. GST Registration?

1.1.2.2. PAYG Withheld Registration?

1.1.3. TFN (Registration Required?)

1.1.4. Legal Name

1.1.4.1. Trading Name (Registration Required?)

1.1.5. Conversion Date

1.1.5.1. ASAP

1.1.5.2. Predetermine Future Date

1.2. Page 2

1.2.1. BankFeeds

1.2.1.1. ANZ

1.2.1.2. CBA

1.2.1.2.1. Link to pdf

1.2.1.3. WBC

1.2.1.3.1. Link to pdf

1.2.1.4. NAB

1.2.1.4.1. Link to pdf

1.2.1.5. Paypal

1.3. Page 3

1.3.1. Users Setup

1.3.1.1. Privllage Setup

1.3.1.1.1. Read

1.3.1.1.2. Invoice

1.3.1.1.3. Standard

1.3.1.2. Payroll Admin

1.3.1.2.1. Username

1.4. Page 4

1.4.1. Customise Reports

1.4.1.1. Default format

1.4.1.1.1. Upload company Logo

1.4.1.2. Custom format

1.4.1.2.1. Invoice

1.4.1.2.2. P & L

1.4.1.2.3. Balance Sheet

1.4.1.2.4. Budget

1.5. Page 5

1.5.1. Propose Interview via Tuggle (Optional)

1.5.1.1. Understand client's business

1.5.1.1.1. Any special request?

1.5.1.2. Information for fine tune Xero

1.5.1.2.1. Is tracking category required?

1.5.1.2.2. Multicurrency required?

1.5.1.2.3. Ask required questions to clients to see if any of our addons suit their needs

2. Existing Clients

2.1. MYOB

3. Addons

3.1. Unleashed

3.2. Vend

3.3. Magento

3.4. Connect2Field

3.5. Paycycle