The TSO Team
Shanla Hartland processes our bureau schools’ monthly finances. She has done a wonderful job transitioning our Northland schools to Xero, as well as being at the end of the phone / email for queries.
Shanla is available Monday to Thursday – 9am to 4pm firstname.lastname@example.org
Denise Young has joined us fulltime from September. She is the guru of Xero setups and will be doing these along with Xero Support. She has developed the Annual Account Workpapers and the Annual School Requirement Schedule in Xero. This has been a major undertaking.
Denise is available Tuesday to Friday – 9am to 4pm email@example.com
Glenis Te Tamaki – with Denise and Shanla, I am happy we can provide seamless support to you for school finances, Xero, general advice and EOY requirements.
TSO EOY Training Sessions
We will be running a series of Training Sessions in Term 4. These sessions will cover end of year requirements including how to use our online Annual School Requirement Schedule.
The online Schedule is designed to link though to the Xero workpapers. All schools using TSO to prepare their annual Financial Statements will use the online Schedule whether or not Xero is your accounting package.
Xero Bank Feeds
Bank Feeds are in Xero by 9am on the morning following the transaction date. Bank Feed frequency and estimated delivery time can be found at: https://help.xero.com/nz/DirectFeeds-NZ
Bank Feed late? View Notifications at: https://www.xero.com/blog/bank-feed-status/
Or Xero – Dashboard – Bank Accounts – Manage – View Status Updates
There seems to be an ongoing issue with Xero Bank Feeds for the last day of a month. The feeds affected are usually ASB and ANZ (06 –ex National Bank)
School Executive Officers’ Association
The SEO Association has advised The School Office that, as we are deemed to be a Service Provider, we can no longer be a conference sponsor. Having personally attended 20 conferences I am very disappointed to no longer have the annual contact with EOs as a group. Where possible, we will keep in contact with members of the SEO Association at a regional level.