AvidXchange

AUGUST 5, 2022

The challenge: Manually processing thousands of invoices Capital Lock regularly services hundreds of customers, including property management companies that oversee large portfolios of rental properties for students. The properties have different owners, so each one must be separately invoiced, resulting in thousands of invoices each year.

AR 52

AR AP Deposits Invoicing 52

Future Firm

AUGUST 22, 2022

Time & Billing When I ran my firm , time tracking wasn’t a priority and as a result I never did any billing through my accounting firm workflow management software (invoicing & billing was monthly recurring set it and forget it). Billing (where invoices can be raised and tracked). All time invoiced. Set a timer.

Accounting 105

Accounting Accounting QuickBooks Accounting Software 105

Cloud Accounting Podcast

APRIL 6, 2020

Way back in October of 2013, I became ClockShark's very first Twitter follower. They have 60 million direct deposits they can do. They owe this money, and they need to pay these invoices. Today, ClockShark has grown into a highly rated and very-much-loved time-tracking app that is now used by over 5,000 small businesses.

Payroll 40

Payroll QuickBooks Tax Bookkeeping 40

Cloud Accounting Podcast

AUGUST 3, 2020

Back in October of 2013, I became ClockShark's first Twitter follower. A federal credit union told the Justice Department that 59 out of 60 SBA deposits it received appeared to be fraudulent. David Leary: [00:20:22] Because it's Intuit's account, you connect your merchant service to it; do instant deposits.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

Back in October of 2013, I became ClockShark's first Twitter follower. A2X posts tidy summaries of sales, returns, and fees from Shopify and Amazon directly into QuickBooks, or Xero that will exactly match the deposits that appear in your bank account. David Leary: [00:33:12] Intuit should do this. This is coming soon.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40