Client Name: Ocean Dine Restaurant  
Industry:  Food & Beverage  
Software Used: Xero  

Project Overview:

Ocean Dine is a mid-sized restaurant located in Sydney, managing dine-in, takeaway, and delivery sales through platforms like Uber Eats and DoorDash. The restaurant faced challenges with daily cash flow tracking and vendor payments.

Client Requirement:

• Implement daily sales tracking for dine-in and delivery orders.
• Track supplier bills and manage timely payments.
• Record expenses like utilities and food inventory.
• Automate vendor bill tracking and payment reminders.
• Integrate POS system with Xero for seamless bookkeeping.
• Provide monthly management reports for financial insights.

Solutions Provided by the Trustaxis Accounting Team:

• Integrated the POS system with Xero  
• Created daily sales templates for cash and card income  
• Automated vendor bill tracking and payment reminders  
• Implemented monthly management reports  

Challenges Encountered:

• Lack of a system for daily sales reporting  
• Untracked supplier bills  
• Missing expense records for utilities and food inventory  

Results

• Reduced accounting workload by 60%  
• Achieved accurate tracking of Cost of Goods Sold (COGS) and expenses  
• Ensured on-time supplier payments and improved financial visibility  

Trustaxis Accounting streamlined Ocean Dine’s finances with Xero, automating sales tracking, supplier payments, and expense management, leading to reduced workload, accurate COGS tracking, and improved financial visibility.

Client Review:

Our books were a mess before working with the Trustaxis Accounting Team. Now everything operates automatically in Xero. They’re reliable, skilled, and truly understand restaurant accounting.

— David Wilson, Owner, Ocean Dine Sydney