Less time entering data, more time for business! featuring Spalding Education Australia

7-minute read

I recently interviewed Kyle Grace, Director of Spalding Education Australia for the 2nd edition of our OneSaas Customer Success Stories initiative which aims mainly to feature our loyal customers and their businesses.

OneSaas allowed us to spend less time on administration and more time on growing our business.

— Kyle Grace

The main mission of Spalding Education is to prepare people to become deep thinkers, problem solvers and lifelong learners by providing the best form of literacy instruction in all elements of English.

In this interview, Kyle talked about how they teach schools, teachers, tutors, parents and educational specialists how to teach reading, writing and spelling through the use of different educational materials like:

  • Teacher resource manuals, guides and assessment materials;
  • Classroom aides such as readers, phonogram cards, posters;
  • DVDs and stationary;

which are all necessary in the effective administration of the Spalding Method. He also talked about how integrating WooCommerce and Xero using OneSaas helped them get rid of some of the repetitive aspects of their business which in turn, helped them focus better on their cause.

You can watch the one-on-one interview in the video attached above, and below is an excerpt of a separate written interview with Kyle:

 

Tell us more about your business! How long have you been in business?

Spalding Education International has existed as an organisation since the 80's. We purchased the Australasia region license about 3 years ago. Ronalda Spalding, the founder of The Spalding Method, worked closely with the neurologist Dr. Samuel T. Orton, a leader and specialist in helping dyslexic and other disabled children. She is also the aunt of Warren North, a former NASA Chief, Flight Crew Operations Division instrumental in Projects Mercury, Gemini, and Apollo.

What are some of the objectives and highlights of your business?

Increase literacy for all children and adults by using The Spalding Method to develop skilled readers, critical listeners, and accomplished writers and spellers. This will be achieved through rapid, logical, sequential, systematic and integrated instruction in each element of literacy.

How did you evaluate shopping carts to use for your business? What are the things that you considered?

When we moved from Joomla to WordPress, we wanted an out-of-the-box solution for our shopping cart. WooCommerce was recommended by our developers as the easiest to work with, and the reviews were great, so we went with it, and have stuck with it for about 5 years now.

Describe in detail your situation before OneSaas. Did you have lots of data entry, etc.?

We had to create every individual order received in WooCommerce manually in Xero. Not only time consuming, but we also had some consistency problems due to human errors. Sometimes it was difficult to figure out where things got out of sync. Stock control in particular was causing us headaches.

Did you look at any other similar products? What made you choose OneSaas?

We typed in "Integration between Woocommerce and Xero" into Google. There were multiple options. We selected OneSaas based on reading many reviews. The main things that stood out were the OneSaas out-of-the-box configuration options, and some excellent reviews about the OneSaas support team.

Is there a particular aspect of our product or service that you rely on most?

We didn't want custom development, and we needed technical support to embed a new process. Now all our orders in WooCommerce are created automatically in Xero by OneSaas overnight. Our stock counts are also being synchronised.

Did that meet your expectations?

Very happy it was relatively easy. We weren't sure when we first trialed the software, but the support provided by the team, especially when we could do it over chat, was exceptional. They didn't just try and fix problems, they tried to help us understand what we needed to do.

How does OneSaas contribute to your business success?

It allowed us to spend less time on administration and more time on growing our business.

How much time and money does OneSaas save for your business?

On average about 2 hours per week for the orders - although we have big peaks and troughs because of the school year. During peak times, our orders could take us 10 hours a week to manually enter orders from WooCommerce to Xero. That is now 0. The other benefit has been with stock control which is completed quarterly (every 3 months). A couple of times, it took us more than 2 days to reconcile between physical stock, Xero and WooCommerce. This is more consistently about 4 hours now.

What makes you happy about your business? How does OneSaas help you achieve this?

We love being in a classroom, teaching courses! OneSaas helps, because less time entering data, and chasing up stock.

 

You too can get your business apps automatically talking and sharing data.

OneSaas lets you connect your business apps to automate your business across accounting, ecommerce, billing & invoicing, CRM, fulfilment, inventory management, and email marketing.

With your apps working happily together, you’ll be able to get back to business.

CLICK HERE TO START YOUR 7-DAY FREE TRIAL 


How this 1-man operation saves time and money? featuring Wire Industrial & Marine

5-minute read

I recently interviewed Peter Sayers, Director of Wire Industrial and Marine as part of our OneSaas Customer Success Stories initiative which aims mainly to feature our loyal customers and their businesses.

We didn’t really look too far as OneSaas was the most highly rated and limited input required. —Peter Sayers

In this edition of our podcast, Peter shares how he, a one-man operation, manages to run his online business selling:

  • hand swages;
  • swage tools;
  • stainless steel wire;
  • and wire cutters;

used mainly for marine, industrial, architectural and construction, and mining industries. He also talked about how integrating Shopify and MYOB using OneSaas proved to be beneficial for his business.

You can watch the one-on-one interview in the video attached  above, and below is an excerpt of a separate written interview with Peter:

 

Tell us more about your business! How long have you been in business?

Wire Industrial & Marine “wireindustrialmarine.com.au” is a newly formed subsidiary of Dolphin Marine Pty Ltd. It was created as an online provider of our manufactured products to the market without treading on the toes of our major account customers who are potentially trying to market their entire range to the same market.

Dolphin itself has been running for approx. 45 years starting with my father buying this portion of another company, re-branding as Dolphin and selling to a neighbor 22 years ago and then I brought the business back in 2011.

How many employees do you have?

I am a 1-man operation.

What are some of the objectives and highlights of your business?

To be a smoothly operated and genuinely reliable Australian manufacturer competing with products from Asia.

How did you evaluate shopping carts to use for your business? What are the things that you considered?

I read a few blog articles online and the common factor was that the Shopify platform was well regarded & relatively simple to use.

Describe in detail your situation before OneSaas. Did you have lots of data entry, etc.?

Nothing has changed in the main running of the business, however the integration with the website to MYOB does reduces the double handling of data and also reduces the the risk of error at my hand. If all goes to plan and as the website increases in its visibility on Google I am hoping there will be a substantial increase in turnover.

Did you look at any other similar products? What made you choose OneSaas?

We didn’t really look too far as OneSaas was the most highly rated and limited input required.

Is there a particular aspect of our product or service that you rely on most?

The synchronization is the most beneficial feature for me as the sales pickup I may move to a higher level plan but at this time I can quickly do a manual sync and the invoice is into MYOB without me having to manually input the data.

Did that meet your expectations?

When I went through the initial setup, it was mostly okay, a few small tweaks since and it is been trouble free.

How does OneSaas contribute to your business success?

It is an overall part of the business and potential success of the new website. In the future as sales increase the benefits will be more quantifiable.

How much time and money does OneSaas save for your business?

At the moment it is probably around 2 hours a month, where I am getting around 12-15 sales a month, but the aim is to get to 50-80 sales a month, the savings in time then will be substantial, if you take into account I value my time at about $120.00/hr. All the while I can continue to operate as a one-man operation and the convenience of working from home. Rarely battling the nightmare that is Sydney traffic.

What makes you happy about your business? How does OneSaas help you achieve this?

Being self employed and working from home is it’s own reward & no one to control how and when you do things. I regularly will work late at night and have a half day the next day, particularly in beach season!

 

You too can get your business apps automatically talking and sharing data.

With your apps working happily together, you’ll be able to get back to business.

CLICK HERE TO START YOUR 7-DAY FREE TRIAL 

 

 

Adrian Aquiles Abellar is OneSaas' Marketing Manager.


Why use clearing accounts in your accounting system for Paypal, Credit Cards, Amex, etc.?

In our highly connected, networked, real time information world, you'd think when you make a payment on a credit card, the amount is immediately transferred to the merchant (the business you're buying from).It is one of the banking systems little secrets that this isn't the case, and it's going to take a major change in the technology that underpins our financial system to change that. Banks & other financial institutions will tell you they're cutting edge from a technology standpoint - the real truth is they're not, with a few exceptions.

The underlying problem is that it takes 2-3 days for funds to clear through the various banking systems around the world. The more parties there are in between, the longer it takes. Technologies like block chain & smart contracts will eventually fix this, a discussion for another day.

For now, if you're an e-commerce merchant and you use a payment gateway to collect money from customers (whether that be a credit card, Amex or other payment forms), there is a delay in the funds coming into your bank account, normally 1-3 days.

So your workflows may look like without a clearing account:

  1. a customer checks out of your shopping cart
  2. you raise an "invoice" or "sales receipt" that increases your revenue and your accounts receivable in your accounting system
  3. you then pay the invoice in your accounting system against your bank account =:> this is where the problems start unless you're using Paypal

(For Paypal, this is how you do it:

  1. a customer checks out of your shopping cart
  2. you raise an "invoice" or "sales receipt" that increases your revenue and your accounts receivable in your accounting system
  3. you then pay the invoice in your accounting system against the paypal bank account you've set up. This should auto match against the bank feeds coming through from your paypal account. Work with your bookkeeper so that your workflows facilitate this. )

What will happen is your receipts from customers in your accounting system won't match the bank feeds. If you collect money on November 30th, it may not be in your bank account until December 2nd. You've crossed month end as well which compounds the problem - accountants and bookkeepers get most upset by an accounting system where the cash value on your balance sheet doesn't equal the bank statement. The bank feed technology in most cloud accounting systems was meant to address this, however the credit card clearing issue is still a gap.

Hence there's a step in between, which involves the use of the clearing accounts

  • a customer checks out of your shopping cart
  • you raise an "invoice" or "sales receipt" that increases your revenue and your accounts receivable in your accounting system
  • you then pay the invoice in your accounting system against your credit card clearing account
  • you then mark receipts that come in from your bank feed against that clearing account. Money in, money out.

The balance of the clearing account at the end of the month would be made up of two amounts (run a balance sheet and you should be able to see it):

  • amounts shown as "paid" in your shopping cart which haven't been received yet into your bank account. As a check, this is normally 2-3 days trading
  • most merchants now charge the merchant fee separately, rather than offsetting it against your receipts. If you have differences it could be your merchant facility is doing an offset still.
  • chargebacks from customers. These can be very hidden, the amounts can creep up on you if you're not on top of it. The clearing account reconciliation at least makes sure you're aware of them.

Is any of this ideal? I'm afraid not, there is substantial manual work in reconciling the amounts you get as receipts on your bank statement vs your sales from your shopping cart, with the different date just compounding the problem of matching these off.

Use a clearing account. At the end of the month, take a look at the balance. If it's substantially different to 2-3 days sales, it's worth digging into to see if you have leakage in your business due to the funky way the global banking systems work!

About the Author

Connect with Rachel on LinkedIn
More information about CFO for Rent


Online Retailer Saves 10 Hours Per Week

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Formerly a contemporary art curator, writer, and researcher, Milena is now a successful handmaker
who started off making natural skin care products for her friends in 2007. Having received
large amounts of positive feedback, Milena launched Just the Goods in 2009 so more people
could enjoy her made-to-order products. Just the Goods is a way for people to experience
natural skin care without any exposure to mass produced chemicals. Based in Winnipeg, Canada, she receives orders from around the world. Milena’s products have been granted Champion Status by the Campaign for Safe Cosmetics and is revolutionizing skin care for all.

When business apps get along

Just the Goods uses Shopify for its online store and QuickBooks Online to manage its
accounting. OneSaas seamlessly connects these two apps so that Just the Goods saves
time and money.

When Milena creates new products in her Shopify store, her products are automatically created in QuickBooks, and when she updates her stock level in QuickBooks, the stock level is automatically updated in Shopify. When customer orders are placed in Shopify, the invoices are also automatically created in QuickBooks. When a customer cancels an order or requests a refund, the refund receipt is automatically created in QuickBooks.

Reliability and Confidence

Before OneSaas, Milena was manually entering data with many instances of typographical
errors: “the process was tedious.” However, she discovered OneSaas and is extremely satisfied with her experience. She believes that she should have made OneSaas her first
choice from the very beginning and has enjoyed the utility OneSaas has provided her.

Milena also loves how reliable OneSaas is with data transfers; she trusts the solution and is confident that her data will not be misplaced. “Every data sync is reliable, and the information transferred is exactly what I want and need without extras I'm forced to change manually so my invoices remain consistent.”

More Time Leads to More Opportunity

Just the Goods is a small-scale operation that is run by one person by choice. Milena stated, “OneSaas has helped save time on administration so I can redirect attention toward both customer service and production.” By having OneSaas constantly by her side, Milena is able to focus more on what she likes best and is simultaneously saving time and money.

“It is much easier to start work each day knowing orders from the previous day have already
appeared in QBO, and all I need to sort out my production schedule is to look at what clients have requested. Easy!”

Get started with OneSaas today!

Sign up for a free 7-day trial with OneSaas and have a similar experience!


Online Fashion Retailer Gets Bookkeeping Done While She Sleeps

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Amazon Fashions is based in Ballina, NSW, Australia. For over 18 years it operated as a physical store on the main street of town. Karen and her husband purchased the business in 2007 and now operate it as an online store only - although Karen does make the occasional house call in the Ballina area. With three main collections (fashion clothing, formal dresses, and work clothes), Karen is providing an affordable and easy way to shop for clothes. Her customers keep coming back because her number one priority is customer satisfaction.

When business apps get along

Amazon Fashions uses Shopify for its online store and Xero to manage its accounting. OneSaas seamlessly connects these two apps so that Amazon Fashions saves time and money.

When Karen creates new products in her Shopify store, her products are automatically created in Xero, and when she updates her stock level in Xero, the stock level is automatically updated in Shopify. When customer orders are placed in Shopify, the invoices are also automatically created in Xero. When a customer cancels an order or requests a refund, the refund receipt is automatically created in Xero. She has even now linked her eBay online store through OneSaas and she believes it will save her lots of time.

Work gets done while you sleep

Before using OneSaas, Karen was spending lots of time manually entering data from Shopify to Xero, which led to human errors. Here is how she described her frustration: “I was wasting so much time with the whole process it was driving me mad.” She knew that there had to be a solution for her problems.

Karen was excited when she came across her solution: “OneSaas has changed my life and saved so much time by linking Shopify with Xero.” It has allowed Karen to spend much less time on her bookwork and more of her time developing and growing her business: “OneSaas integrates Xero with Shopify beautifully and everything happens while I sleep.”

Time savings leads to business growth

Now Karen manages her daily transactions using the integrations OneSaas offers and finds her experience with OneSaas to be life-saving: “I feel like my business can grow as big as it wants and I’ll cope.” Karen finds the OneSaas customer care great to work with: “Any problems I've had, they've helped out really quickly and explained what happened. Love OneSaas and totally recommend it to you.”

Get started with OneSaas today!

Sign up for a free 7-day trial with OneSaas and start saving time yourself!


How This Mompreneur Found Extra 5 Hours Per Week

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Melissa is a mother of two. She started making baby clothes for her daughter with a borrowed sewing machine and travelled to the U.S. for fabric. In 2013, she decided to create a business to bring fun and innovative fabrics into Canada. That is how Funky Monkey Fabrics Inc. was born. With over 2500 designs, Melissa revolutionized the Canadian fabric industry and was a top-5 finalist for Canada’s Mompreneur Start-Up award.

When business apps get along

Funky Monkey Fabrics Inc. uses BigCommerce for its online store and QuickBooks Online to manage its accounting. OneSaas seamlessly connects these two apps so that Funky Monkey Fabrics Inc. saves time and money.

When Melissa creates new products in her BigCommerce store, her products are automatically created in QuickBooks, and when she updates her stock level in QuickBooks, the stock level is automatically updated in BigCommerce. When customer orders are placed in BigCommerce, the invoices are also automatically created in QuickBooks. When a customer cancels an order or requests a refund, the refund receipt is automatically created in QuickBooks.

Simplicity at its Finest

Melissa used to spend hours manually inputting data from her online store to her accounting platform. She did not like the tedious work: “Before OneSaas I was manually entering all my sales one at a time. It was a process that I dreaded and usually got so far behind at, that I would spend hours upon hours playing catch up at the end of each month.”

With OneSaas, her life was made easier by saving her up to 5 hours a week: “It is so smooth. I don't even think about it now, I just let OneSaas do its job while I focus on the fun parts of my business!”

Confidence and Trust are Key

With OneSaas, there is nothing to really worry about. As Melissa stated, “OneSaas transfers all of my customers’ data and website orders to QuickBooks every day for me. I receive an email with an update on how many transactions were imported and if there were any issues that I need to address.” She is happy that she can go about her day confidently knowing that OneSaas will correctly transfer over any data she pleases.

“OneSaas is a wonderful tool for anyone with a website and a QuickBooks account. I process 40-50 orders per day and not having to input each of those is a life saver!”

Get started with OneSaas today!

Sign up for a free 7-day trial with OneSaas and start saving time yourself!


4 important things for online retailers to consider when collecting sales tax

If you are an e-commerce merchant in the USA, then it’s likely you need to deal with US sales taxes. This is a highly complex area due to the number of jurisdictions involved, all of which have different rules.

45 of the 50 states charge sales tax, up until recently this was on products only. Some states have started adding in services as the size of the service sector grows, again this differs by state.

(This is different from something other countries have called a Value Added Tax (VAT) or Goods & Services Tax (GST) which is charged on both products & services, is normally a flat rate, it’s not variable by product, and it’s charged regardless of whether you’re selling to a wholesaler or to an end user.)

As a business owner, collecting tax on behalf of the government (any government) is a fact of business life. As an e-commerce merchant, you want to automate as much as possible within your sales systems. However, given the complexity of the rules, how do you make sure you’re not paying too much?

To start with, these four questions are the main ones you need to be able to answer, in this order.

    • A. What state are you in

 

    • B. What states do you sell to other than your home state

 

    • C. Do you sell a product or a service (or a mixture of both)

 

    • D. Are you selling to a wholesaler or end user

 

We’ll use an example here, where you’re a seller of designer flip flops in California, in an area with a sales tax rate of 7.5%.

A. What state are you in? 

In California, the sales tax rate is 7.5% (including 1.25% for mandatory local taxes). If you’re in Union City (part of Alameda County) this goes up to 10% with the local tax rate.

By way of comparison, Oregon is one of the 5 states, for example, with no sales tax. Alaska has no state sales tax however allows local counties to levy sales tax.

So any products sold and shipped from a business based in California will attract a 7.5% rate.

B. What states do you sell to other than your home state

To protect small businesses from the complexity of multi-state taxation, the federal government provides limitations on how states can tax the sale of goods across state lines. The Supreme Court has established that states cannot require out-of-state sellers to collect taxes from their customers unless they have a nexus within that state.

Literally translated as a “connection,” a nexus means that your business meets one or more of the following criteria:

  • Your business has a physical location in that state
  • Some of your employees reside and work in that state
  • Your business has property (this includes intangible property, like trademarks, copyrights and patents) in that state
  • Your employees regularly seek or perform business in that state (for example, if you have an active salesperson in that state)

This means that most online sellers can ship goods out of state without having to charge or collect sales tax. Keep in mind, however, that if you have some sort of physical presence in a state, you may be responsible for collecting sales tax from customers from there.

In our example, you have an office in California but not anywhere else. However, let’s say Macy’s decided they wanted to stock your product and you need to hire an account manager in Ohio to manage that relationship.

On this question, the answer is probably yes you do need to include sales tax for Ohio. However, this would be overridden by the 4th question, in that Macy’s would be a wholesaler in this case.

A better example would be if you decided to open a physical store in New York. At that point you’d need to consider sales tax for New York State (& local).

C. Do you sell a product or service (or mixture of both)

For our example, you sell designer flip-flops. That’s pretty clearly a product.

However, there are many examples where the lines are blurred. For an equipment installation, if the customer is buying the equipment and the installation is part of the purchase, the service in some cases is subject to sales tax. However, if you need to get your air conditioner repaired, and that means replacing a couple of small components, then the product is incidental to the service being purchased and hence it’s the service that’s assessed.

This is a good one to get advice on. These categories are never clear cut, a good accountant who knows your industry will be able to give you industry guidance here which is always your best bet.

D. Are you selling to a wholesaler or end user

Let’s say you get a contract where your flip-flops will become part of a set “outfit” (they’ve been noticed by a celebrity in Hollywood). If the company you’ve contracted with will then onsell your product as part of a total outfit, then in that case you wouldn’t charge sales tax, as they will do so in full once they sell the full outfit to the end purchaser.

As you can see, this is a highly complex issue. What’s the best thing to do?

  • Make sure you know the answer to these 4 questions and get advice from your accountant if you need to pay sales tax, and how much.
  • Setup your inventory items in your shopping cart system with enough detail so the automatic calculations can work effectively, based on both the product code, the bill-to address of your customer & your customer type (wholesale vs end user). If your accountant can’t help you with the right systems choices, it might be time to find a new accountant…….
  • Your shopping cart may round up on every order, which will protect you on audits however may mean you’re paying too much, especially if you have a large number of smaller sales. OneSaas will take your sales from your shopping cart and fix this in your accounting system so you’re not paying too much due to “rounding up”.

About the Author


Connect with Rachel on LinkedIn
More information about CFO for Rent