CirclePOS can help your business
Tasks for Accountants and Bookkeepers
- Keep records up to date
- Manage data and documents
- Invoicing and debt collection
- Billing and Payments
File taxes
- Prepare work papers
Overview
At Circle, we understand the unique challenges that booksellers face when it comes to managing their business. That's why we've developed a complete point of sale, stock management, and online sales solution that is tailored specifically to the needs of booksellers.
Our platform is the ultimate solution for brick-and-mortar stores that want to expand their business online. With Circle, all sales - whether they're made in-store or online - are administered through a single cloud-based system that can be accessed from anywhere, just like your online email account.
Circle seamlessly integrates with your existing business systems for email, accounting, and EFTPOS, making it easy to manage all aspects of your business from a single platform. Plus, it works on any device, so you can manage your business from anywhere, at any time.
Our platform is backed by leading international innovators and software companies such as Yikebike and Acclipse, and we are proud to have established partnerships with Thorpe Bowker and Xero. With our Xero Partnership App, you can manage your books and accounting with ease, ensuring that your business stays on top of its finances.
Join the majority of independent booksellers in New Zealand, and a growing number in Australia, who trust Circle to manage their business. With our powerful platform, you can streamline your business operations, increase your sales, and take your business to the next level. Choose Circle today and experience the difference.
CirclePOS + Xero
To integrate Xero, you or your Accountant need to configure your Xero Account.
Xero Integration features
- Account Invoices Summarized Items: instead of sending the whole invoice, including the item line, this option allows the site to send the important invoice details.
- Xero Invoice Custom Prefix: the ability to set Invoice Prefix for the site. This is very useful for shops within the Group to identify where the invoices came from.
- Xero Automatic Invoice Pusher: this will allow the system to send invoices/data to Xero periodically
- Tracking Category: used to identify where the invoices came from (within the Business Group) Xero Manual Journal (video). Using this functionality allows the shop sends their eWay and Voucher transaction to Xero
If you wish to use the functionality, please send an email to support@circlepos.com
Getting started
To integrate Xero, you or your Accountant need to configure your Xero Account.
Click the above "Get this app" button to initiate onboarding process.
Please go through all the steps listed in the Getting Started URL and its document.
If you encounter any error, please send an email to support@circlepos.com along with a screenshot.
