Скачать или смотреть Fiskal Tech Talks: Ep 5 - Cin7 & Xero Integration: Part 1 - Setting the Stage

Episode 5 of Fiskal Tech Talks is live!

If you need help with your Cin7 setup, reach out to us at https://fiskalfinance.com/cin7

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Join us as we chat with our COO, Christo, who shares his journey from accountant to operations leader and his deep experience with systems like Cin7 Core and Xero.

In this episode, we dive into the crucial first steps of reconciling your inventory and accounting data: understanding the triggers and data flows between Cin7 Core and your accounting software (Xero/QBO). Learn why sales and cost of goods sold aren't always linked as you might think, how foreign currency and landed costs are handled, and essential integration settings to watch out for.

This is foundational knowledge for anyone looking to gain trust in their business financials.

#FiskalTechTalks #BusinessGrowth #FinancialEfficiency #WorkflowOptimization #Leadership #financialefficiency

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Chapters:
00:00 - Intro
00:30 - Christo's journey before joining as Fiskal's COO
01:27 - The systems Christo worked with and the kinds of clients these systems were mainly implemented for
03:15 - What is the key difference between doing these implementations and running operations for one of these distribution business?
04:28 - What do you see missing between these two different perspectives?
06:11 - How do you see the interplay between operations, working with the systems, and financial management?
07:27 - A lot of financial controllers and bookkeepers don't know how to interact with or validate their Cin7 Core data
09:26 - You first have to understand what the triggers of information are in Cin7 Core, and how they impact the flow of information to Xero
10:56 - Reconciling data between Cin7 Core and Xero: key triggers and data flows
12:45 - A major difference from traditional accounting: sales isn't necessarily linked to a cost-of-sales transaction
15:35 - How this gives you flexibility for real-world scenarios
16:46 - The next step to consider before reconciling data between Cin7 and Xero or QBO
17:47 - How foreign currency transactions are handled
20:00 - Stock write-offs and adjustments
20:41 - Understanding data flows
23:36 - Syncs and auto-syncs
25:03 - Sync errors
26:10 - More things to look out for when integrating Cin7 Core with your accounting software
28:07 - Conclusion and what to expect in the next session