Cloud9 News

Xero Insight - Expense Claim

One of Xero's finest features, is one of their oldest. The expense claim.  This features allowed business owners and their employees capture any business expenses they have incurred out of their own pocket.  With the expense claim available on both desktop and mobile devices, it allows us to record these costs either back in the office, or whilst on the move, and with the ability to take a photo of the receipt that supports the claim, you can throw away the receipt before you lose it, as all the information will be stored in Xero, together with a digital image of the receipt.

How it works

·         Each user in your organisation can add receipts for their own personal spending. They can't enter a receipt on behalf of someone else. Once all receipts have been added in Xero, a claim can be submitted for approval.

·         The claim is reviewed by a user with the Adviser, Standard, Invoice Only + Approve and Pay, or Invoice Only + Purchases user role. They can approve or decline the full expense claim, or review each receipt individually.

·         Once approved, a claim must be authorised for payment. It's given a reporting date and payment date. It can then be fully or partially paid.

·         Expense claims can be edited, deleted, or voided depending on the status of the claim.

For a demo on how the expense claims can work for you and your business, feel free to get in touch with our team and we would be more than happy to help! Email us on This email address is being protected from spambots. You need JavaScript enabled to view it. and quote EXPCLAIM2017 for your free demo and consultation.

Cloud 9 News: Networking Groups Wanted

As our Partners look to grow their businesses, they are starting to get into the realms of networking, and as I am sure a lot of our readers can sympathise, it can be quite daunting.

As the Directors of multiple businesses, we can give our Partners guidance on how to conduct themselves at these
meetings, the type of contacts they should be making, and the basic "Dos & Don’ts", but we are looking for business
owners who either run or attend local networking groups for SMEs, who could introduce our Partners to their group.

We are looking specifically in the Milton Keynes, Northampton and Kettering areas, but if you have a recommendation of a group in another location, then we would love to hear from you.

Working in the financial industry, we completely understand that trust needs to be built overtime before business
owners give them access to such sensitive information, and because of this ideally the networking groups would be
weekly or fortnightly, to allow us to build that trust quicker.

The types of contacts we would be looking to make, would be business owners, bank managers, and accountants.

If you have any contacts that could help with the above, please drop us an email on This email address is being protected from spambots. You need JavaScript enabled to view it.

Featured software: Float

The biggest cliché in the finance industry is “Cash is King”, but cliché or not, there has never been a truer word spoken.

Too often in our time have we seen businesses not fulfil their potential, because of the restriction that their cashflow brings, so much so, that it can even dictate whether a business survives or not.  Also, at the other end of the scale, managing your cash flow is so important at a time of growth, so you can ascertain the points in which the business may need an injection of funds to support the anticipated growth.

Historically, business owners would always try and create an elaborate spreadsheet in order to forecast their cash position, only to come up with problem after problem, with formulas not working, cells being deleted, and the dreaded circular reference!

Thankfully, a modern solution has been created.  There are plenty of different software out there that have attempted to simplify the cash flow forecast process, but none have done is as slick and effectively as Float in our opinion.

Starting at £39 per month, Float is a fully comprehensive cashflow forecasting tool, that links to your Xero or Quickbooks online accounting system, projects the cash position of your business based on the due dates of sales and purchase invoices, as well as any manually adjustments you would like to allow for.

Where Float really justifies it’s price tag though, is when you start manipulating the forecast based on a variety of scenarios.  For example, ever wondered what impact it would have on your cash flow if you lost just 5% of your turnover, or how long your business could survive if no sales came in. Well, Float can give you all these answers.

There is so much more Float could do for you and your business, so why not get in touch with one of our team to see how we can help implement it into your business, get in touch at This email address is being protected from spambots. You need JavaScript enabled to view it..

Xero Insight: New Feature To Manage Your Projects!

Although this feature is still in development, and there will no doubt be some fine tuning along the way, we can already see how this this is going to benefit Xero users.

Advanced Xero users will already know that there is an ability to track income and costs for specific projects, but using the Tracking Categories within settings, but this new feature of Projects on Xero allowed you to take the analysis of projects that step further.

The Projects features allowed you to account for staff costing and expense claims, as well as monitor and track the
progress and profitability of jobs.

The real benefit of this to business owners, is to really get a gauge on what is earning you the most money. It's very easy to be led by the big sales, and landing big contracts, but are they actually earning you as much as you think? With this tool, you will soon start to learn which projects are earning you money, and which are costing you. After all, "turnover is vanity, profit is sanity".

To see how our Cloud 9 Partners can help you make the new Project features work for you and your business, please get in touch with your local Cloud 9 Bookkeeper, or email our head office at This email address is being protected from spambots. You need JavaScript enabled to view it.

Cloud 9 goes North! Introducing Martina Sujova

Martina joined Cloud 9 in November 2017, and heads up our Fife office in Scotland. 

Having come from an administrative background, Martina joined Cloud 9 looking to develop her bookkeeping skills, and work with local business to help them with all things bookkeeping and accounting related. 

Having already achieved level 2 in her ICB qualification, she also added the Sage Line 50 and Xero certification to her CV. 

Throughout her career, Martina has picked up several accolades, including employee of the month. This has demonstrated her passion and drive to whatever she turns her attention too. We are delighted to have her on our team, because with her enthusiasm, combined with our wealth of experience, it makes the Fife office a great opportunity for local businesses to get more than an average bookkeeper working on their finances. 

When Martina isn’t working on the numbers, she enjoys keeping fit, gardening, and relaxing with a good book.

To see how Martina can help you and your business, feel free to drop her an email on This email address is being protected from spambots. You need JavaScript enabled to view it.,uk.

Cloud9 bookkeeping HQ.


homeThe Mill,
Pury Hill Business Park,
Alderton Road, Towcester
Northants, NN12 7LS

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