Xero

JULY 13, 2023

Sempar Accountancy and Tax have been crowned the Xero Mid-size Firm of the Year at the 2023 Xero Awards for UK and Ireland. Their rebranding efforts will showcase their growing team, client success stories, and provide a one-stop hub for accessing their videos and downloadable guides. Congratulations again!

XERO 246

XERO Tax Accounting Accounting 246

Intuit

SEPTEMBER 19, 2024

Small businesses and accountants drive economic growth in the UK and need champions to help them power prosperity. That’s why Intuit asked small business owners and accountants about their wishes from policymakers regarding challenges they face, resources they need, and how policymakers can help them succeed.

Accounting 244

Accounting Accounting QuickBooks Tax 244

Compleatable

MARCH 6, 2025

“Compleat Software saves us a significant amount of time within our Accounts Payable process, removing manual data entry, invoice storage and providing streamlined approvals.

Data Entry 100

Data Entry Accounts Payable Accounts Payable Invoicing 100

Xero

JULY 20, 2022

I’ve really missed the opportunity to connect in person with our amazing accounting, bookkeeping and app partner communities — especially on such a large scale. The mobile app, which is complemented by an advisor-facing Xero Go partner plan , is now available for UK subscribers to download on iOS (Android coming soon). With around 2.6

XERO 264

XERO Bookkeeping Invoicing Record Keeping 264

Xero

SEPTEMBER 1, 2022

When you’re at Xerocon Sydney on 7 and 8 September, please take the chance to find out about some of the best and most loved apps, tools and services from across the accounting and small business industries. Directly from your customer’s account to yours. You can download the Stripe app from the Xero App Store. GoCardless.

XERO 52

XERO Invoicing Bookkeeping Collections 52

Xero

FEBRUARY 6, 2023

Because, more than ever, accountants and bookkeepers are embracing change – and it’s propelling the industry forward. In the past financial year, we’ve seen expanded offerings, like strategic consulting and software implementation, rank near traditional practice offerings (like accounting and advisory) as sought-after services.

Bookkeeping 279

Bookkeeping XERO Accounting Accounting 279

Xero

APRIL 11, 2023

If you’re an accountant or bookkeeper, it can save you time chasing documents and manually entering data. Make sure your phone is set to automatically download new app updates, or manually update your Hubdoc app from the iPhone or Android app stores. We know how important this kind of work is to your business or practice.

XERO 279

XERO Bank Reconciliation Purchase Order Invoicing 279

Cevinio

APRIL 18, 2024

How AI and RPA Are Transforming Accounts Payable Processes in the Year Ahead Introducing Our Whitepaper: “8 Accounts Payable Trends to Watch” In the dynamic landscape of financial operations, staying ahead means understanding the evolving trends shaping the future of Accounts Payable (AP). What to expect?

Accounts Payable 130

Accounts Payable Accounts Payable AP Accounting 130

Insightful Accountant

JANUARY 4, 2024

As an accounting practice grows, it must adapt to meet clients' needs. This includes assessing technology requirements for both the firm and clients.

QuickBooks 104

QuickBooks Accounting Accounting 104

Analytix Finance & Accounting

NOVEMBER 20, 2024

These are some of the statistics reported by National Restaurant Accounting. This can result in less time or motivation to focus on numbers, accounting, and bookkeeping, even though these tasks are crucial for long-term success. Automation has revolutionized accounting in recent years, and it will continue to do so in 2025.

Accounting 52

Accounting Accounting Bookkeeping Data Entry 52

Xero

JANUARY 12, 2023

At Xero, our aim is to make life easier for accountants, bookkeepers and small businesses. And we understand that there’s a lot to get your head around, so we’ve shared three key facts about Xero that both new and experienced accounting and bookkeeping users may not have realised. This, however, is a myth that needs busting. .

XERO 55

XERO Bookkeeping Reconciling Invoicing 55

Ascend Software blog

MAY 25, 2021

Then, download Josh's playbook for choosing an AP automation vendor. Josh and his team underwent major changes to move from a manual AP process to a fully automated one with Ascend SmartTouch AP for Workday and they solved some significant business problems along the way. Watch below to learn how they did it.

Accounts Payable 130

Accounts Payable Accounts Payable AP Accounting 130

Xero

NOVEMBER 23, 2022

What an incredible day it was, meeting the more than 750 accountants and bookkeepers who showed up to engage with the community, share their knowledge and expertise. Adopt cloud accounting. While many Singaporean accountants and bookkeepers have already begun riding this wave with their clients, some have yet to take this first step.

XERO 246

XERO Bookkeeping Payroll Invoicing 246

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. .

XERO 264

XERO Bank Reconciliation Data Entry Reconciling 264

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 also made substantial improvements to the formatting and presentation of accounts.

XERO 279

XERO General Ledger Bank Reconciliation Tax 279

Xero

SEPTEMBER 29, 2022

At Xero, we are custodians of your data and do all we can to protect the information held in your account. From then, you’ll need to authenticate daily when you log in to your account. This second layer of security is designed to prevent anyone else accessing your account, even if they know your password.

XERO 279

XERO Accounting Accounting Tax 279

AvidXchange

SEPTEMBER 21, 2023

T h e I n s t i t u t e o f F i n a n c e & M a n a g e m e n t (IOFM) ’ s Finance & Accounting Appreciation Week is September 25-29, 2023. Now’s the time to order treats and circulate cards for your hard-working accounts payable (AP) team. and, ‘Is somebody going to file those?’ The check’s going to get out.

AP 105

AP Accounting Accounting Invoicing 105

Xero

JULY 21, 2022

This secure online portal allows clients to easily view, download, electronically sign and return documents to their accountant or bookkeeper — all in one secure, accessible place. This fantastic new feature will be available to all our UK accounting and bookkeeping partners in October this year.

XERO 258

XERO Bookkeeping Financial Statements Tax 258

Xero

DECEMBER 11, 2022

Love your accounts receivable. Go to Co-Pilot to download a free business action plan template. Utilise your accountant and/or an independent, qualified advisor. Ensure that targets are feasible given time, resources, capability and the market economy. Start with sales targets by month and year. Know your numbers.

XERO 246

XERO Deposits Account Receivables Accounts Receivable 246

Xero

MAY 16, 2022

We’ll also explore how the additional benefits of digitisation and cloud-based accounting software can help you run a healthier business. That doesn’t mean you need to do your accounting every day, just make sure you input daily totals when you do. A closer look at MTD for hospitality. What is MTD? .

Tax 244

Tax XERO Accounting Software Invoicing 244

Earmark Accounting Podcast

NOVEMBER 3, 2023

David Toth of Winding River Consulting joins Blake to examine how digital marketing and AI are disrupting accounting firm marketing. 43:28) - Having a plan and making priorities (47:28) - How do you see AI changing accounting marketing? (50:18) 09:32) - How can a firm move from the old model to the new one? (11:49)

Accounting 104

Accounting Accounting CPA Financial Reporting 104

Xero

JUNE 7, 2022

Take our word for it; a trusted accountant or bookkeeper will become your best friend at tax time. Accounting software like Xero can streamline everything from income and expenses to assets and liabilities. . In fact, Miriam Eagle of Eagle Accounting says tax planning should be top of mind for every entrepreneur. Automate them.

Reconciling 264

Reconciling XERO Tax Bookkeeping 264

AvidXchange

JANUARY 6, 2025

Download AvidXchanges Free 2025 Trends Report AI Adoption Is on the Rise Increasingly, nonprofits are turning to AI to streamline administrative work and fundraising. In nonprofits, ROI is especially critical because there is pressure for every dollar spent to directly advance the mission, ensuring maximum impact and accountability to donors.

Financial Software 59

Financial Software Budgeting Accounting Accounting 59

Xero

OCTOBER 9, 2023

We are pleased to share the key findings from our study of the accounting and bookkeeping sector in Aotearoa New Zealand. The State of the industry report 2023 is the first of its kind in Aotearoa New Zealand and benchmarks the industry, highlighting key trends, challenges, and opportunities faced by accounting and bookkeeping professionals.

XERO 241

XERO Bookkeeping Budgeting Accounting 241

AvidXchange

DECEMBER 3, 2024

Ghost cards are usually tied to a specific bank account and can be used for online or recurring transactions. Enhanced Security Ghost cards reduce the risk of fraud by limiting exposure to sensitive account details. If a ghost card is compromised, it can be quickly deactivated without affecting other accounts or cards.

Reconciling 52

Reconciling Budgeting AP Accounts Payable 52

Xero

SEPTEMBER 1, 2022

Make adjustments in the Xero Accounting app — Global. We’re now giving you two ways to make adjustments in the Xero Accounting app: bank fees and minor adjustments. The new Account Summary report has been released to all customers. To resolve this, you may like to add an adjustment to the transaction to write off the difference.

XERO 264

XERO Payroll Data Entry Tax 264

1st Step Accounting

JANUARY 13, 2025

If they said yes, we requested accountant access. Of course, this was easy for our monthly accounting clients, but for our tax only clients, we had to coach them through sending us the correct accountant access. The post The Annual Review appeared first on 1st Step Accounting, LLC.

Data Entry 78

Data Entry Tax QuickBooks Financial Statements 78

Xero

SEPTEMBER 23, 2024

Use long, unique passwords for each account, and consider using a password manager to keep track of them. Avoid suspicious links and attachments: Encourage your employees to hover over links before clicking, and to avoid downloading attachments from unknown senders.

Computation 246

Computation XERO Accounting Accounting 246

Xero

JULY 6, 2022

It’s also a chance to find out more about some of the powerful apps, tools and services from across the accounting and small business industries. Pleo admins can retrieve account numbers/nominal codes and corresponding VAT from their Xero chart of accounts, which can be tied to the expense categories in Pleo.

XERO 246

XERO Invoicing Collections Accounts Payable 246

Jetpack Workflow

JANUARY 2, 2025

Whether your firm is undergoing personnel changes or you need to restructure your team for better alignment with your business objectives, there may come a time when you need to re-assign a client to a new accountant. Best regards, [Your name] [Firms name] Download Your Free Template Click the link below to download the letter template.

CPA 52

CPA Accounting Accounting Tax 52

Intuit

SEPTEMBER 27, 2023

CR and DEI are part of our company strategy and we declare goals for both in order to hold ourselves accountable for our actions. Our responsible AI principles guide how we develop, operate, and scale our AI-driven expert platform: powering prosperity, enhancing human talent, fairness, accountability, transparency, and privacy and security.

Accounting 325

Accounting Accounting 325

Xero

JULY 21, 2022

The app is complemented by a Xero Go partner plan which is available for UK advisors, and is available now to download on iOS (Android coming soon). This secure online portal allows clients to easily view, download, electronically sign and return documents to you — all in one secure, accessible place. million businesses across the UK.

XERO 239

XERO Bookkeeping Invoicing Account Bookkeeping 239

Gaviti

APRIL 11, 2024

Of all the data financial departments love to monitor, accounts receivable often tops the list. Is it time for your business to complete an accounts receivable analysis? What is Accounts Receivable Analysis? What is Accounts Receivable Analysis? After all, it determines how much revenue your business receives.

Account Receivables 98

Account Receivables Accounts Receivable Accounts Receivable Accounting 98

Xero

JULY 20, 2022

million people in the UK, which accounts for over 60% of all private-sector employment ? Download the full Changing world of work report now and make the most of the insights available — it’s packed full of small business employer and employee insights from the UK. But they play a really critical part in enabling the UK economy. .

XERO 278

XERO Payroll Tax Accounting 278

Xero

MAY 16, 2022

XML, CSV import and export, downloading and uploading files. By combining API-enabled spreadsheets with accounting software, you can submit information to HMRC digitally. A data transfer that is automated, or via an API. For more information about the use of digital links, head to the HMRC website. What is the digital links mandate?

Tax 239

Tax Record Keeping XERO Accounting Software 239

AvidXchange

NOVEMBER 13, 2024

Managing ad budgets can be difficult for agencies due to the complexity and variability of campaigns across different client accounts. Download Now DOWNLOAD NOW: Free Guide on Technology Trends and Opportunities in the Media Industry The post Simplify Ad Budgets with Spend Management Software appeared first on AvidXchange.

Budgeting 52

Budgeting Accounts Payable Accounts Payable Reconciling 52