Xero

MARCH 6, 2025

Coming off the year of the US bank feed , Im excited to share that we’re releasing the eagerly anticipated reconcile period feature in bank reconciliation. Now, with reconcile period, you can compare your bank transactions and accounting on a monthly basis, and keep a report of the close-out for governance purposes.

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Reconciling XERO Bank Reconciliation Bookkeeping 222

Xero

OCTOBER 16, 2022

Last year, we reached a significant milestone in our data journey when we built machine learning algorithms that worked to accurately predict your transactions’ contact and account codes. For businesses that frequently have to reconcile those transactions, it has the potential to be hugely time-saving.

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Bank Reconciliation XERO Reconciling Data Entry 245

Xero

JANUARY 24, 2023

One of your most important accounting jobs — bank reconciliation — relies heavily on getting accurate banking data into Xero. Yet entering bank transactions manually is often time-consuming and error-prone. It’s a good option if you don’t reconcile bank transactions very often.

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XERO Bank Reconciliation Reconciling Bookkeeping 278

Accounting Today

AUGUST 14, 2024

Diya Jolly, Xero's chief product and technology officer, announced several new products and enhancements for bank reconciliations, payments, compliance and more.

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XERO Bank Reconciliation Tax 200

Xero

APRIL 11, 2023

If you’re an accountant or bookkeeper, it can save you time chasing documents and manually entering data. Refreshed partner portal We’ll be updating the Hubdoc partner portal soon, which helps accountants and bookkeepers easily find and manage their clients’ documents.

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XERO Bank Reconciliation Purchase Order Invoicing 279

Xero

AUGUST 22, 2023

Our leadership team — including new Chief Product Officer, Diya Jolly — shared the latest enhancements to our platform that will help accountants and bookkeepers grow their practice, help their clients succeed, and get the most out of Xero. The vibe and atmosphere in Sydney has been fantastic.

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XERO Bank Reconciliation Data Entry Payroll 246

Xero

DECEMBER 17, 2023

Customise your Xero experience Invoice emails: Our new text editor tool enhances the emails you send with your invoices, with bold, italics and underlining options (exclusive to new invoicing) Add or edit contacts: We’ve changed the add/edit page in contacts to be a single form with tabs that act as quick links, to help you manage your contacts more (..)

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XERO Bank Reconciliation Tax Invoicing 264

Intuit

SEPTEMBER 9, 2024

Skilled in all aspects of bookkeeping, including accounts payable/receivable, bank reconciliations, payroll processing, and financial reporting. Processed accounts payable and receivable, ensuring timely payments and collections. Reconciled bank statements monthly, maintaining accurate financial records.

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Bookkeeping Bank Reconciliation QuickBooks Certified Bookkeeper 246

Xero

SEPTEMBER 23, 2024

As a busy accountant or bookkeeper, we know you don’t always have time to go through each client’s books to proactively identify issues or opportunities.

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XERO Bank Reconciliation Accounts Payable Accounts Payable 246

Cloud Accounting Podcast

AUGUST 21, 2024

Blake and David leap into the latest updates from Xerocon, including new features like traditional bank reconciliations, embedded bill pay with Bill.com, and AI capabilities through JAX (Just Ask Xero). Sponsorships Are you interested in sponsoring the Cloud Accounting Podcast? Need Accounting Conference Info?

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Bank Reconciliation XERO QuickBooks Billing 56

Xero

FEBRUARY 28, 2024

However, with Generative AI (GenAI) being one of the more recent exciting and emerging technology developments, it was one of the big areas we wanted to share more detail around how we are approaching it and how we see it impacting accounting in the future.

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XERO Bank Reconciliation Customer Service Computation 264

Xero

MAY 24, 2023

It’s often said that (almost) no one goes into business to do their own accounting. For those on the Xero platform, collaborating with your accountant or bookkeeper is simple via the cloud. Let us know in the comments section.

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XERO Bank Reconciliation Data Entry Reconciling 278

Nanonets

JANUARY 8, 2024

Bank Reconciliation is the process of matching the company's cash books to the bank statement. Reconciliation includes matching the company’s balance sheet, income statement, bank statements, and expenses. Bank reconciliation is crucial for identifying and minimizing such losses.In

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Bank Reconciliation Deposits Reconciling Accounting 52

Nanonets

JANUARY 25, 2024

Our free Bank reconciliation template provides a simple way to reconcile your cashbook with your bank statement. <Not final link> Download Free Bank Reconciliation Template Example of our Excel bank reconciliation template: How to do bank reconciliation?

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Bank Reconciliation Deposits Reconciling Financial Statements 52

Nanonets

JUNE 26, 2024

What Is a Bank Reconciliation Statement? A bank reconciliation statement is a financial document that compares a company's bank account balance to the transactions recorded on its general ledger, often called the "cash books." How to perform a Bank Reconciliation?

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Bank Reconciliation General Ledger Deposits Reconciling 52

Nanonets

APRIL 12, 2024

Bank Reconciliation Vs. Book Reconciliation In accounting and financial management, we encounter the terms "Book Reconciliation" and " Bank Reconciliation " These terms are often used interchangeably, leading to ambiguity regarding their meanings.

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Bank Reconciliation General Ledger Reconciling Deposits 52

Nanonets

APRIL 17, 2024

Introduction to Bank Reconciliation Journal Entries Bank reconciliation is an important process in accounting that ensures the accuracy and integrity of a company's financial records. It involves the comparison between the company’s internal financial records and those of the bank.

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Bank Reconciliation General Ledger Reconciling Deposits 52

Accounting Tools

JULY 15, 2024

What is the Bank Reconciliation Process? The bank reconciliation process involves comparing the internal and bank records for a bank account , and adjusting the internal records as necessary to bring the two into alignment. In the bank reconciliation module, flag all checks that have cleared the bank.

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Bank Reconciliation Deposits Reconciling Accounting Software 40

Counto

MARCH 23, 2025

How AI Is Transforming Accounting Services for SMEs in Singapore Small business owners in Singapore are always looking for ways to work smarter, improve efficiency, and stay ahead of regulatory demands. One area undergoing rapid transformation is accounting services, thanks to the rise of Artificial Intelligence (AI). Break free here.

Bank Reconciliation 52

Bank Reconciliation Data Entry Accounting Accounting 52

Xero

NOVEMBER 2, 2022

We know it’s not enough to just create really #beautiful accounting software – we also need to teach you to use it. You can also find guides on Getting your invoices paid faster , Staying on top of your cash flow , Reconcile bank accounts easily in Xero and Creating professional invoices with ease , with more topics to come. .

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XERO Bank Reconciliation Data Entry Reconciling 264

Nanonets

APRIL 2, 2024

Importance of bank reconciliation in internal control In the world of finance and accounting, accuracy is key. Bank reconciliation is a fundamental process that ensures the alignment of internal records with external bank statements. What Is a Bank Reconciliation?

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Bank Reconciliation Deposits Reconciling Financial Records 52

Xero

MAY 31, 2022

See your cash balance in the Xero Accounting app — Global. We’re updating the home screen of the Xero Accounting app, so you can understand your overall cash balance position. You’ll be able to customise which accounts are displayed, to help you make informed decisions on the go. Easy e-signing with document packs — New Zealand.

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XERO Bank Reconciliation Payroll Invoicing 290

Xero

NOVEMBER 30, 2022

This includes your contacts, your inventory items, and accounts in your Chart of Accounts. Any transactions using those contacts, inventory items or accounts will continue to default to 7% unless you update them. The button will help you update the GST rate on your contacts, inventory items and accounts.

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XERO Bank Reconciliation Billing Invoicing 245

Nanonets

APRIL 24, 2024

Audit Bank Reconciliation Guide  Both internal and external accounting audits are essential parts of financial management as well as organizational risk management. A bank reconciliation audit is one such process that helps in identifying financial gaps or discrepancies.

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Bank Reconciliation Auditing Reconciling General Ledger 52

Xero

JUNE 30, 2022

Here are the most recent design changes in Xero: We’ve made improvements to the design and layout of bank reconciliation within the Xero Accounting app, to make your experience easier and more accessible (iOS and Android). Company accounts tax. We’ve recently made a number of enhancements to the features in Xero Tax.

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XERO General Ledger Bank Reconciliation Tax 279

Nanonets

JANUARY 8, 2024

Bank Reconciliation is the process of matching the company's cash books to the bank statement. Reconciliation includes matching the company’s balance sheet, income statement, bank statements, and expenses. Bank reconciliation is crucial for identifying and minimizing such losses.In

Bank Reconciliation 52

Bank Reconciliation Deposits Reconciling Financial Records 52

Tipalti

OCTOBER 7, 2024

Bank reconciliation accounting is performed by the accounts payable department. It's a means of comparing bank statements against a company's personal records to spot any discrepancies, mistakes, cash manipulations, or fraudulent charges.

Bank Reconciliation 40

Bank Reconciliation Accounts Payable Accounts Payable Accounting 40

Xero

NOVEMBER 19, 2024

Bank feeds have transformed how small businesses manage their bookkeeping. Gone are the days of manually comparing bank statements with accounting records. Bank feeds reduce manual admin and automate data entry. Re-authentication is now quick and hassle-free, with the option to ‘renew’ the bank feed in Xero.

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XERO Data Entry Bank Reconciliation Reconciling 228

Xero

SEPTEMBER 15, 2024

That’s why we’ve made it a key priority and delivered many new capabilities across core accounting, payroll and payments this year that our customers love. Some examples include: Tap to Pay for Australia, an updated tax manager for the UK and a localized bank reconciliation for the US.

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Invoicing XERO Bank Reconciliation Payroll 246

Accounting Tools

NOVEMBER 4, 2023

Related Courses Bank Reconciliation Essentials Bookkeeping Guidebook How to Audit Cash What is a Bank Reconciliation Statement? A bank reconciliation statement is a form used to compare internal records of checking account activity to those stated by the bank.

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Bank Reconciliation Deposits Record Keeping Auditing 40

AvidXchange

FEBRUARY 7, 2025

Why Use Accounting APIs? Tips to Apply Accounting APIs in Your Department | Transform Your Department with Accounting APIs APIs are an important part of accounting. This post will share more information about APIs and how to apply them in your accounting department. Why Use Accounting APIs? What is an API?

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Accounting Accounting Data Entry Accounts Payable 52

Xero

SEPTEMBER 7, 2022

None more so than you all — our valued accounting and bookkeeping partners — who have helped your clients navigate a digital acceleration and shift their business models to survive (and thrive). . the option to automatically group accounts according to their account code. foreign currency columns and disclosures in new reports.

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XERO Payroll General Ledger Bank Reconciliation 264

Nanonets

APRIL 15, 2024

What is a Bank Reconciliation Statement Bank reconciliation is the process that ensures that a company's recorded cash balances align with the funds in their bank accounts. Bank Reconciliation does the following.  

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Bank Reconciliation Deposits Reconciling Financial Records 52

Nanonets

JANUARY 14, 2024

Bank reconciliation is the process of matching the company’s cash ledger with the bank statements. The two ledgers generally don’t match due to factors such as bank fees, interest, outstanding checks, and deposits in transit. What Is a Bank Reconciliation Statement?

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Bank Reconciliation Deposits Account Reconciliation Financial Records 52

Xero

AUGUST 15, 2023

The fact that we have Xero means she doesn’t have to manually do bank reconciliations and other time intensive tasks. This is because we have clear visibility not only of what’s in our bank account but what we’re likely to have to spend going forward.

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XERO Bank Reconciliation Reconciling Accounting 246

Xero

NOVEMBER 15, 2022

GoCardless – Automatically debit your customer’s bank account when your Xero invoices are due with this bank-to-bank payment method. Ignition – A complete invoicing, payment, reconciliation and client engagement solution for professional services business. Connecting your sales and accounting.

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XERO Bank Reconciliation Invoicing Collections 246

Nanonets

APRIL 1, 2024

Introduction In both personal and business finance, the management of outstanding checks and thorough bank reconciliation practices are important for maintaining financial hygiene. What is Bank Reconciliation?   Accounting discrepancies may occur when outstanding checks are not accurately recorded and tracked.

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Bank Reconciliation Reconciling Financial Records Data Entry 52