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Author: Rowan Van Tromp

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Older posts
  • Receipt Bank and Xavier become Dext

    Posted on February 23, 2021 by Rowan Van Tromp

    Dext is the essential digital accounting platform to fetch all paperwork to one place and…

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  • Adding clients to TaxCalc with ease with help from Zapier

    Posted on February 11, 2021February 11, 2021 by Rowan Van Tromp

    Make onboarding that bit easier with client imports.

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  • Commazero: Enabling Accountants to Offer Payments Services to Clients

    Posted on February 9, 2021February 9, 2021 by Rowan Van Tromp

    Checkout the latest app to enter the payments space: Commazero

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  • Automate your AML onboarding in Pixie with Xama

    Posted on February 3, 2021 by Rowan Van Tromp

    AML and identity verification are complex areas where the technology is always evolving, and here…

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  • Karbon January 2021 Update

    Posted on February 2, 2021February 2, 2021 by Rowan Van Tromp

    Undo sent email and improved search functionality (beta).

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  • AccountancyManager: A Comprehensive Feature Guide

    Posted on February 1, 2021February 10, 2021 by Rowan Van Tromp

    AccountancyManager is a cloud-based Onboarding & Practice Management Software built by accountants, for accountants. Auto…

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  • Everything you need to know about every bookkeepers best friend:…

    Posted on January 27, 2021January 27, 2021 by Rowan Van Tromp

    XBert has evolved into a feature-rich tool that includes hourly AI-Auditing, integrated into task and…

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  • Introducing MyDocSafe Proposals

    Posted on January 26, 2021January 26, 2021 by Rowan Van Tromp

    An introduction to the proposals module of MyDocSafe

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  • Flowlens Launch Commercial Invoices

    Posted on January 19, 2021 by Rowan Van Tromp

    Flowlens now enables exporters to generate commercial invoices, including weights, incoterms, commodity codes.

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  • New Features from ApprovalMax

    Posted on January 14, 2021January 14, 2021 by Rowan Van Tromp

    New features from ApprovalMax including: creating bills from purchase orders, workflow export, and scheduled summary…

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  • Event: Forecasting the Future

    Posted on January 14, 2021February 5, 2021 by Rowan Van Tromp

    We know that navigating the app ecosystem can sometimes feel overwhelming so we've brought together…

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  • nettTracker Product Update – January 2021

    Posted on January 13, 2021January 13, 2021 by Rowan Van Tromp

    nettTracker provides an automated fixed asset register for QuickBooks Online and Xero.  Here are their…

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  • Cybersecurity Email Mini-Course

    Posted on January 13, 2021January 13, 2021 by Rowan Van Tromp

    A five-day course to help you improve your cybersecurity from SmartVault

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  • Senta creates a furlough claims workflow

    Posted on January 12, 2021January 12, 2021 by Rowan Van Tromp

    Senta has created a workflow for UK accountancy practices to help gather data for clients…

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  • Simpro Release Mobile Stock Module

    Posted on January 12, 2021 by Rowan Van Tromp

    The Stock module is the latest modular release for simPRO Mobile, designed for field users to create…

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  • BI Vision Updates from Unleashed

    Posted on January 5, 2021January 5, 2021 by Rowan Van Tromp

    December 2020 updates to Unleashed's BI Vision

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  • Karbon’s 2021 roadmap exclusive preview

    Posted on December 30, 2020January 4, 2021 by Rowan Van Tromp

    Join Andi, Lachlan and Sara from Karbon for their exclusive 2021 roadmap preview. 

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  • How to use Purchase Approval Workflows with Scoro, ApprovalMax, Receipt…

    Posted on December 29, 2020January 18, 2021 by Rowan Van Tromp

    This article explains how to implement purchasing approval workflows when using Scoro as the project…

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  • Recurly Xero integration flaws and how to overcome them using…

    App Advisory Plus News Article

    Posted on December 29, 2020January 6, 2021 by Rowan Van Tromp

    Overcoming problems with the Recurly Xero integration using Zapier.

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  • Can you avoid currency conversion charges when getting paid by…

    App Advisory Plus News Article

    Posted on December 27, 2020January 5, 2021 by Rowan Van Tromp

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  • QuickBooks Receipt Snap – App Advisory Plus Review

    App Advisory Plus News Article

    Posted on December 27, 2020 by Rowan Van Tromp

    QuickBooks have launched their receipt capture feature, called Receipt Snap. We tested it out.

    Read More
  • A2X Shopify Integration

    App Advisory Plus News Article

    Posted on December 27, 2020 by Rowan Van Tromp

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  • An introduction to Scoro

    App Advisory Plus News Article

    Posted on December 27, 2020 by Rowan Van Tromp

    What is Scoro? How Scoro can help you in your firm? Who does Scoro integrate…

    Read More
  • Who are nettTracker

    App Advisory Plus News Article

    Posted on December 27, 2020 by Rowan Van Tromp

    Find out more about how nettTracker works to support more automated management of fixed asset…

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  • Credit control in Covid-19

    App Advisory Plus News Article

    Posted on December 27, 2020 by Rowan Van Tromp

    Will Farnell was joined by David Tuck to discuss the role of credit control in…

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  • Revising and refining your data collection process with Receipt Bank

    App Advisory Plus News Article

    Posted on December 27, 2020 by Rowan Van Tromp

    Will Farnell was joined by Mark McNee from Receipt Bank for the May 2020 App…

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  • Confidence in times of Uncertainty with Capitalise

    App Advisory Plus News Article

    Posted on December 27, 2020 by Rowan Van Tromp

    Watch our webinar recording to hear Will Farnell and Phil Hobden discuss how you can…

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  • Adding value to clients with HR services by CitrusHR

    App Advisory Plus News Article

    Posted on December 27, 2020 by Rowan Van Tromp

    Will Farnell and David Lester discuss the synergy between HR and Accountancy, why bundling HR…

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  • How CitrusHR have supported customers with new Coronavirus features

    Posted on December 27, 2020 by Rowan Van Tromp

    Read More
  • What’s all the fuss about Fathom?

    App Advisory Plus News Article

    Posted on December 27, 2020December 27, 2020 by Rowan Van Tromp

    As part of our App of the Month series Will Farnell had a conversation about…

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  • Is your advice around spend control fit for the new…

    App Advisory Plus News Article

    Posted on December 27, 2020 by Rowan Van Tromp

    Will Farnell was joined by Darren Upson and Leigh Stallard of Soldo to discuss the…

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  • Scenario Planning for Business Revival

    App Advisory Plus News Article

    Posted on December 27, 2020December 27, 2020 by Rowan Van Tromp

    Float was our App of the Month for June 2020, and as part of that…

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  • Build your Data Hub to drive App Advisory with Silverfin

    App Advisory Plus News Article

    Posted on December 27, 2020December 27, 2020 by Rowan Van Tromp

    Cameron John from Silverfin spoke to Will Farnell of App Advisory Plus about how Silverfin…

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  • Turning App Confusion Into App Confidence

    App Advisory Plus News Article

    Posted on December 27, 2020January 5, 2021 by Rowan Van Tromp

    Are apps a cost-centre for you, rather than the profit centre they should be?

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  • simPRO feature updates

    Posted on December 16, 2020 by Rowan Van Tromp

    Lock timesheets for payroll and automatic invoice payments with Square

    Read More
  • Ways to use Zapier in your Accountancy Practice

    Posted on December 16, 2020December 27, 2020 by Rowan Van Tromp

    Catch up on our webinar with Simon Chaplin of The Accountants' Mastermind. 

    Read More
  • The problems with the WooCommerce Xero Integration and how to…

    Posted on December 9, 2020December 9, 2020 by Rowan Van Tromp

    We’ve recently been working on a project to streamline workflows for a business that uses…

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  • Xama Onboarding has Launched

    Posted on December 9, 2020December 9, 2020 by Rowan Van Tromp

    Xama has launched their new AML onboarding and ongoing compliance service. Provide clients with a…

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  • SmartVault Release Salesforce Integration

    Posted on December 7, 2020 by Rowan Van Tromp

    Connect SmartVault to your Salesforce account to allow your team to upload, store, and share…

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  • What you need to know about Flowlens

    Posted on December 2, 2020December 2, 2020 by Rowan Van Tromp

    Flowlens is a modular SME cloud platform for equipment/machinery manufacturers and dealers. It manages sales,…

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  • Introducing AccountsPrep by AutoEntry

    Posted on November 30, 2020December 27, 2020 by Rowan Van Tromp

    AccountsPrep is the write up module of AutoEntry for preparing accounts in arrears. It provides…

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  • Futrli Predict Revenue Risk Management

    Posted on November 25, 2020November 25, 2020 by Rowan Van Tromp

    Many businesses believe they have less than 3 months cash reserves. This poses a risk…

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  • Our Comparison of Integrated Forecasting Software

    Posted on November 24, 2020November 25, 2020 by Rowan Van Tromp

    We’re releasing our independently curated comparison of Integrated Forecasting software (initially published via our partnership…

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  • simPRO Data Feed for Supplier Invoices

    Posted on November 17, 2020November 17, 2020 by Rowan Van Tromp

    simPRO Data Feed extracts data from emails and attached documents, including PDFs, CSVs, Excel spreadsheets,…

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  • Creating a high quality onboarding experience

    Posted on November 17, 2020December 27, 2020 by Rowan Van Tromp

    In this webinar Will Farnell of App Advisory Plus was joined by Trent McLaren of…

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  • How to focus your app research to find the right…

    Posted on November 16, 2020November 17, 2020 by Rowan Van Tromp

    With an ever increasing choice of apps available for accountants, it can be hard to…

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  • AccountancyManager QuickBooks Online Integration Review (Part 1)

    Posted on November 15, 2020November 18, 2020 by Rowan Van Tromp

    Overall this is a good integration that makes it much easier to manage contact data…

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  • Automate AML onboarding and ongoing compliance with XAMA

    Posted on November 13, 2020December 27, 2020 by Rowan Van Tromp

    Watch our webinar with Xama Onboarding and learn how to automate AML onboarding and ongoing…

    Read More
  • Doing and Documenting Requirements-Driven App Research

    App Advisory Plus News Article

    Posted on November 11, 2020February 12, 2021 by Rowan Van Tromp

    Read More
  • How to integrate Pixie and Clockify for Time Tracking in…

    App Advisory Plus News Article

    Posted on November 9, 2020January 5, 2021 by Rowan Van Tromp

    Time tracking is available in Pixie via an integration with Clockify. However this just saves…

    Read More
  • Retail Ecommerce App Stack Example Case study

    App Advisory Plus News Article

    Posted on November 9, 2020November 9, 2020 by Rowan Van Tromp

    This is an illustrative example of an App Stack that might be suitable for this…

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  • Pixie Release Client Tasks and Checklists

    Posted on November 5, 2020 by Rowan Van Tromp

    Now in Pixie, you have the ability to assign tasks and checklists directly to your…

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  • Senta Advisory Gives More Tools to Accountants

    Posted on November 4, 2020November 5, 2020 by Rowan Van Tromp

    Senta, the cloud-based practice management software firm, is supporting accountants and bookkeepers to step up…

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  • How to use WorkflowMax, ApprovalMax, Receipt Bank, and Xero

    Posted on November 4, 2020November 9, 2020 by Rowan Van Tromp

    Sometimes processes aren't integrated, but there are workarounds to achieve the result you want. This…

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  • Free Consultation

    Posted on November 4, 2020 by Rowan Van Tromp

    There are hundreds of apps in the ecosystem, and when you have a problem to…

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  • AccountancyManager Release QuickBooks Online Integration

    Posted on November 4, 2020 by Rowan Van Tromp

    Contact information and invoices.

    Read More
  • Enhancing Spend Control: Best practices on selecting industry specific App…

    Posted on October 28, 2020December 27, 2020 by Rowan Van Tromp

    Catch up on our webinar and access exclusive resources.

    Read More
  • How to integrate GoProposal with Pixie using Zapier

    Posted on October 26, 2020October 27, 2020 by Rowan Van Tromp

    This article looks at how you can make use of GoProposal’s Zapier integration to automate…

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  • GoProposal Launch Oversuite™

    Posted on October 21, 2020October 21, 2020 by Rowan Van Tromp

    Oversuite™ is a suite of smart engagement letters that evolve with regulatory changes & auto-update in…

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  • How to move to an online document storage and signing…

    Posted on October 21, 2020October 21, 2020 by Rowan Van Tromp

    Most of you will have some sort of system for storing documents digitally – the…

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  • QuickBooks Launch Onboarding Service

    Posted on October 20, 2020 by Rowan Van Tromp

    Read More
  • The Ultimate Guide to Accounts Receivable

    App Advisory Plus News Article

    Posted on October 16, 2020 by Rowan Van Tromp

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  • Receipt Bank Launch Pay

    Posted on October 13, 2020October 14, 2020 by Rowan Van Tromp

    Pay is powered by Plaid and uses open banking to connect to all of the…

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  • How to use Zapier to automate everything: Webinar Resources

    Posted on October 13, 2020October 14, 2020 by Rowan Van Tromp

    Read More
  • How do the QuickBooks and Xero Zapier integrations compare?

    Posted on October 12, 2020October 12, 2020 by Rowan Van Tromp

    Read More
  • How do the Zapier integrations for Karbon, Pixie, and Senta…

    Posted on October 12, 2020October 13, 2020 by Rowan Van Tromp

    Triggers Trigger Name Trigger Name Trigger Name Client Created/Updated ✅ New/Updated Organisation Contact ✅ New/Updated…

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  • Automatically Send Invoices from Xero once they’ve been approved by…

    App Advisory Plus News Article

    Posted on October 11, 2020October 11, 2020 by Rowan Van Tromp

    Using Zapier

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  • GoProposal Release Zapier Integration

    Posted on October 7, 2020October 9, 2020 by Rowan Van Tromp

    The integration opens up new frontiers for GoProposal users to integrate their sales CRM, such…

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  • On-Demand ACCA Webinar: How to focus your App Research to…

    Posted on October 7, 2020October 7, 2020 by Rowan Van Tromp

    In this session you will learn how to approach conducting research into apps, get an…

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  • You can now use date offsets in placeholders

    Posted on October 7, 2020 by Rowan Van Tromp

    Senta has recently made an update to placeholders, which you can use to pull client-specific…

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  • Can you use WooCommerce with Unleashed?

    App Advisory Plus News Article

    Posted on September 25, 2020October 16, 2020 by Rowan Van Tromp

    Unleashed does not have a direct integration with WooCommerce. However there are a few different…

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  • Zahara Feature Updates

    Posted on September 25, 2020September 30, 2020 by Rowan Van Tromp

    Courtesy of Zahara: Here are the latest features

    Read More
  • Why would you use Shopify with Unleashed?

    App Advisory Plus News Article

    Posted on September 25, 2020October 16, 2020 by Rowan Van Tromp

    Key insights from John Horton of Unleashed

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  • Problem-Specific Fact Finding

    App Advisory Plus News Article

    Posted on September 24, 2020 by Rowan Van Tromp

    Read More
  • How to productise App Research

    App Advisory Plus News Article

    Posted on September 24, 2020 by Rowan Van Tromp

    Research is a valuable service and the way it is presented is crucial in conveying…

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  • App Advisory Fundamentals

    Posted on September 23, 2020September 23, 2020 by Rowan Van Tromp

    We’ve put together a series of knowledge articles to help you to understand the basics…

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  • Satago Has A New Look

    Posted on September 22, 2020September 23, 2020 by Rowan Van Tromp

    Satago is an app that provides automated credit control, risk insight and single invoice finance…

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  • Advising businesses that make, manage or move products

    Posted on September 22, 2020December 27, 2020 by Rowan Van Tromp

    Will Farnell was joined by John Horton from Unleashed Software for a webinar around advising…

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  • The risk of crowdsourcing app advice

    Posted on September 17, 2020November 13, 2020 by Rowan Van Tromp

    Online communities are a well established way that accountants can interact with their peers to…

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  • FREE content series to become a Client Payments Advisor

    Posted on September 17, 2020September 17, 2020 by Rowan Van Tromp

    In partnership with our app partners we've put together a FREE content series to help…

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  • New feature: Get paid on time with GoCardless (Beta)

    Posted on September 16, 2020September 16, 2020 by Rowan Van Tromp

    You can now get paid from Tide invoices by Direct Debit via their new integration…

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  • Workflow Best Practices for Accountants

    Posted on September 16, 2020September 16, 2020 by Rowan Van Tromp

    In recent years we've seen a huge explosion in accounting tech to help you optimise…

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  • Use fixed date deadlines in your Pixie workflows

    Posted on September 15, 2020October 4, 2020 by Rowan Van Tromp

    Read More
  • Futrli Launch Predict

    Posted on September 15, 2020November 20, 2020 by Rowan Van Tromp

    Futrli have launched Predict, a forecasting solution dubbed the Sat Nav for your business. Predict…

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  • Practice Ignition Update Client Billing Schedule

    Posted on September 11, 2020September 11, 2020 by Rowan Van Tromp

    When creating invoices for work that's being billed manually, you can now see the "project"…

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  • Everything you need to know about Arthur

    Posted on September 11, 2020September 11, 2020 by Rowan Van Tromp

    Arthur is a cloud-based property management system with a functionally-rich suite of apps. By bringing…

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  • Amazon Vendor vs. Seller: What’s the difference?

    App Advisory Plus News Article

    Posted on September 9, 2020September 9, 2020 by Rowan Van Tromp

    Deciding whether to sell on Amazon as a Seller or a Vendor can be confusing,…

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  • Comparison of CreDec, Telleroo, and Transferwise

    App Advisory Plus News Article

    Posted on September 8, 2020September 8, 2020 by Rowan Van Tromp

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  • App Advisory Roles and Responsibilities

    App Advisory Plus News Article

    Posted on September 7, 2020December 29, 2020 by Rowan Van Tromp

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  • 4 key challenges for providing App Advisory services?

    App Advisory Plus News Article

    Posted on September 7, 2020September 7, 2020 by Rowan Van Tromp

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  • Leap Xero

    App Advisory Plus News Article

    Posted on September 4, 2020 by Rowan Van Tromp

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  • What are client accounts and should you be using them…

    App Advisory Plus News Article

    Posted on September 4, 2020September 4, 2020 by Rowan Van Tromp

    Setting up client payments such as payroll or supplier payments for small business clients will…

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  • What are typical Bacs payment charges?

    App Advisory Plus News Article

    Posted on September 4, 2020September 4, 2020 by Rowan Van Tromp

    A Bacs payment is the cheapest way to make a bank payment. It only costs…

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  • CreDec’s User Guide for Xero

    App Advisory Plus News Article

    Posted on September 4, 2020September 4, 2020 by Rowan Van Tromp

    Find out how CreDec integrates with Xero.

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  • Payment Service Design Checklist

    App Advisory Plus News Article

    Posted on September 4, 2020October 6, 2020 by Rowan Van Tromp

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  • Why use a Bacs bureau?

    App Advisory Plus News Article

    Posted on September 4, 2020September 4, 2020 by Rowan Van Tromp

    A bacs approved bureau allows businesses to directly submit payment files to third party software…

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  • How long does a BACS payment take?

    App Advisory Plus News Article

    Posted on September 4, 2020 by Rowan Van Tromp

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  • What are advantages and disadvantages of Bacs payments?

    App Advisory Plus News Article

    Posted on September 4, 2020September 4, 2020 by Rowan Van Tromp

    Bacs is the number one payment method businesses use to pay their employees or suppliers…

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  • UK Faster Payments: The Basics

    App Advisory Plus News Article

    Posted on September 4, 2020September 4, 2020 by Rowan Van Tromp

    The UK Faster Payment System enables you to make instant bank payments. A regular bank…

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  • Karbon release Time and Budgets

    Posted on September 4, 2020February 11, 2021 by Rowan Van Tromp

    Karbon have released time and budgets, their biggest ever feature release. We reviewed it to…

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