Xero

MAY 13, 2024

Completing your EOFY is better off on Xero. Check your employees’ records As part of Single Touch Payroll (STP) , there are key compliance requirements that affect the way employees are set up in Xero. For more details on reporting categories, check out our guide in Xero Central.

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XERO Payroll General Ledger Reconciling 248

Xero

MARCH 16, 2023

We have also introduced a new checklist within Xero Payroll to streamline your tasks and make it easy as we approach year end. Continue your regular routine of reconciling your posted pay runs by scanning through Account Transactions, Gross to Net, P32 and P11 reports.

Payroll 254

Payroll XERO Tax Reconciling 254

Xero

SEPTEMBER 25, 2023

PayTo requires customers to verify themselves using their bank account so that we can quickly assess that they are who they claim to be. Those that appear risky will then be asked to verify that they own the bank account they’re trying to pay with. They integrated GoCardless through their Xero account.

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XERO Reconciling Accounting Accounting 262

Xero

AUGUST 17, 2022

However, the job of managing invoicing can be a hassle, requiring you to juggle many tasks — tracking the status of sent invoices, chasing late payments, reconciling payments, and providing a great customer experience. . Xero partners closely with Stripe to power invoice payments and help businesses get paid faster. 1 Source: [link].

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XERO Invoicing Reconciling Invoice Processing 233

Xero

AUGUST 21, 2023

This year’s US Roadshows were nothing short of inspiring, with accounting, bookkeeping and app partners showing up from all over the country to attend our events in Austin, Atlanta and Los Angeles. Over time, we plan to expand this functionality across other areas of Xero.

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XERO Invoicing Reconciling Tax 237

Xero

JUNE 18, 2023

We’ve made some great progress towards creating a single source of truth for your client data across Xero Practice Manager (XPM), Xero HQ and Xero Tax. Here are our latest updates and what they mean for accountants and bookkeepers in Australia and New Zealand. If you offboard a client, they’ll be archived in both lists.

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XERO Reconciling Bookkeeping Billing 241

Xero

OCTOBER 3, 2023

We recently announced at Xerocon Sydney that our team was busy enhancing the AI algorithms that power bank reconciliation in Xero, so it would recognise new contacts in your statement lines (even when they’re not in your contact list). We’re excited to share that this new feature is now live and available to all Xero customers globally.

Bank Reconciliation 289

Bank Reconciliation XERO Reconciling Accounting 289

Xero

SEPTEMBER 27, 2023

We believe that growing the expertise in your business is crucial, so we’ve made it one of our four categories in the Xero Beautiful Business Fund : Upskilling for the future. Invoicing, paying bills, reconciling transactions, or running payroll are but a few that spring to mind.

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XERO Payroll Reconciling Customer Service 238

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. That is, by using the learnings of millions of past reconciled transactions. . But that benefit extends to customers new to Xero, too. .

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Bank Reconciliation XERO Reconciling Data Entry 228

Xero

OCTOBER 24, 2023

This guest blog was written by the team at ecommerce accounting integration, Amaka. Proper preparation as a business owner or an accountant with e-commerce clients can help maximise Cyber Monday success. In fact, we’ve seen Amaka’s accounting integrations saving businesses around 12 hours of manual work monthly.

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XERO Data Entry Reconciling Bookkeeping 289

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). . Simplifying people processes with Xero and Planday. We were excited to launch a new beta trial of Xero Payroll plus Planday at Xerocon.

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XERO Payroll General Ledger Bank Reconciliation 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. This year, more than 70 cutting edge app partners from the Xero App Store will be exhibiting at Xerocon Sydney. GoCardless.

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XERO Invoicing Bookkeeping Collections 52

Xero

APRIL 16, 2023

Keeping on top of cash flow anywhere, anytime Growing up in an entrepreneurial household, Johnno has always understood the value an accountant and bookkeeper can bring to a small business. Right from the get-go, Olivia set Johnno up with Xero to tackle everything from quotes and invoices to schedules and client management.

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XERO Data Entry Invoicing Reconciling 279

Xero

OCTOBER 9, 2023

*Please note that while the process remains the same, all references to Xero Tax are applicable to Australia and New Zealand only. One of the most important ways we’re helping you save time and grow your practice is by moving towards a future where Xero Practice Manager (XPM), Xero HQ and Xero Tax will be seamlessly connected.

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XERO Tax Reconciling Accounting 264

Xero

FEBRUARY 15, 2023

If you’re using payday filing through Xero, you’ll also need to make sure these have been filed. Step two: Review and reconcile Go to payroll settings to review all the information that impacts your payroll reporting. Check for any transactions incorrectly reconciled against your expense accounts.

Payroll 239

Payroll XERO Reconciling Tax 239

Xero

JUNE 7, 2022

Take our word for it; a trusted accountant or bookkeeper will become your best friend at tax time. Reconcile, and reconcile again . Accounting software like Xero can streamline everything from income and expenses to assets and liabilities. . Thankfully, there’s a way to make sense of it all. Automate them.

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Reconciling XERO Tax Bookkeeping 264

Xero

NOVEMBER 14, 2022

If you’re an accountant or bookkeeper, you’ll know that having consistent information across your practice management tools is vital. That’s why we’re working hard to create a single source of truth for your client data across Xero Practice Manager (XPM), Xero HQ and Xero Tax. What’s changing in XPM and Xero HQ.

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XERO Reconciling Bookkeeping Tax 239

Xero

NOVEMBER 19, 2024

Gone are the days of manually comparing bank statements with accounting records. Today, with cloud accounting, you can securely and automatically import bank transaction data and easily reconcile it, so you have a single, up-to-date view of your transactions and cash flow. Bank feeds reduce manual admin and automate data entry.

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XERO Data Entry Bank Reconciliation Reconciling 194

Xero

DECEMBER 7, 2022

eInvoicing is a new way to send and receive invoices electronically directly between accounting systems. So to help you learn more (and maybe even convince you to try it out for yourself), we sat down with Xero advisors Caryn Hill of CHill Out! Telstra, Woolworths, Officeworks) sent invoices directly to their accounting systems.

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XERO Invoicing Accounting Software Reconciling 246

Xero

NOVEMBER 15, 2022

Here are some of the most popular apps in the Xero App Store that integrate with Xero to help tackle some common business challenges. . Stripe – Enables you to accept payments from debit or credit cards, Apple Pay, and Google Pay for online invoices sent from Xero so your customers can pay you easily. Getting paid quickly.

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XERO Bank Reconciliation Invoicing Collections 246

Xero

AUGUST 7, 2024

And this year, we’re proud to have filled our exhibitor floor with some of the best and most loved apps for accountants, bookkeepers and small business owners alike. Event Partner+ Bill BILL for Xero is a simple bill payment solution made to eliminate double entry and piles of paperwork. Not sure where to start?

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XERO Collections Billing Accounts Payable 202

Xero

MAY 17, 2022

Reconcile your accounts, comparing the Payroll Activity Summary report and the General Ledger. We havet a support article available in Xero Central that provides some useful information about reviewing your payroll transactions at the end of the financial year. Troubleshooting tips.

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Payroll General Ledger XERO Reconciling 246

Xero

MARCH 26, 2023

For example, if you’re managing paper bills and invoices in Xero, AI is quietly at work for you every time you upload a new document — thanks to intelligent form filling and credit note detection. Even as you’re busy reconciling your bank statements, AI is right there suggesting the best matches from your contacts and accounts.

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XERO Reconciling Computation Billing 279

Xero

SEPTEMBER 8, 2022

Here, Marykate tells us about her journey from hair salon owner to founding her own bookkeeping business, and how Xero is helping DS Business Support best serve its clients. After a meeting with a local accountant, GD Matthews, the conversation turned to Xero. “My I’m looking forward to using Xero’s MTD for ITSA feature.”.

Bookkeeping 246

Bookkeeping XERO Reconciling Budgeting 246

Xero

JULY 23, 2024

Customers can feel frustrated by constant reminders to make a payment which may have failed accidentally, perhaps due to an expired card, or perhaps payment has been made but the business can’t see the funds in their account yet. Find out more about how you can make the most of GoCardless and Xero.

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XERO Invoicing Collections Reconciling 194

Xero

AUGUST 15, 2023

Working smarter not harder So, for a club like us, a solution like Xero helps us manage all of those things centrally with good visibility. When it gets to the point where they need to pay it generates a request for payment and then reconciles that with Xero so that we don’t have to do all of those things manually.

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XERO Bank Reconciliation Reconciling Accounting 241

Accounting Today

MARCH 7, 2025

Plus, Xero debuts "reconcile period" feature; EisnerAmper appoints David Frigeri as chief artificial intelligence officer; and other accounting tech news.

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Reconciling XERO Accounting Accounting 130

Xero

SEPTEMBER 21, 2022

We spoke with Levi and Teddie about the PerfectTed journey so far, and how they’re using Xero to bring matcha energy to the masses. . Growing with Xero. Teddie says, “While we all come from finance backgrounds, we don’t have accounting experience. Levi adds, “Xero has made accountancy fun. Getting started.

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XERO Reconciling Invoicing Bookkeeping 208

Xero

APRIL 16, 2023

The ability to send and receive invoices directly between accounting systems (and eliminate the need for manual, error-prone PDFs sent via email) offers some very exciting benefits. The post What the future could bring for e-invoicing appeared first on Xero Blog.

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Invoicing XERO Reconciling Invoice Processing 277

Intuit

SEPTEMBER 9, 2024

Skilled in all aspects of bookkeeping, including accounts payable/receivable, bank reconciliations, payroll processing, and financial reporting. Proficient in QuickBooks, Microsoft Office suite (Word, Excel, Access), and Xero. Processed accounts payable and receivable, ensuring timely payments and collections.

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Bookkeeping Bank Reconciliation QuickBooks Certified Bookkeeper 246

Xero

JANUARY 14, 2025

For small businesses, this could mean AI is embedded in their accounting software, automatically reconciling transactions or flagging anomalies in real time, without requiring direct input. The post From hype to habit: Where AI is headed in 2025 appeared first on Xero Blog.

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Reconciling Computation XERO Customer Service 241

CapActix

MARCH 12, 2025

With continuous cash flow activity, various payment channels, and expenses from all directions, using reliable accounting services for ecommerce business has become as essential as marketing and customer support activities and investment. QuickBooks, Xero, and NetSuite are some software tools that incorporate ecommerce features.

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Accounting Accounting Bookkeeping Services Bookkeeping 52

Nanonets

DECEMBER 29, 2023

Xero is cloud-based, SaaS accounting software for small business customers located in many countries. The Xero company, founded in 2006, is New Zealand-based. Xero’s software handles accounts payable as a traditional system requiring manual data entry.   Accounts payable pays the invoices in a batch.

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Accounts Payable Accounts Payable XERO Data Entry 59

Nanonets

NOVEMBER 5, 2024

DocuClipper is an OCR-powered financial document processing tool that converts bank statements, credit card statements, invoices, receipts, and brokerage statements into Excel, CSV, or accounting software-ready formats. AutoEntry Automated data entry for accounting No Yes Ease of use, accounting integration SMBs, accounting firms 3.8

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Data Entry XERO Accounting Software QuickBooks 52

Nanonets

APRIL 19, 2024

Invoicing, for instance, is something that every single accounting team has to learn how to manage. With only 20-25 business days per month, the impact of five whole days being consumed by sending, receiving, and processing invoice payments is a major lift for an organization’s accounts receivable team and its accounts payable team.

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XERO Invoicing AR AP 52

Future Firm

MAY 24, 2023

Here is my complete guide to emerging accounting technologies for 2023. In this guide, you’ll learn about the top accounting technology in the profession along with some tips and tricks on how to leverage them. So if you’re looking to leverage software to automate your accounting work, you’ll love this guide.

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Accounting Accounting Computation XERO 98

Nanonets

FEBRUARY 20, 2024

Xero is an accounting software suitable for small to medium-sized businesses seeking a robust cloud-based accounting solution. Yet, despite its advanced capabilities, managing accounts payable and invoice processing manually in Xero is becoming more and more challenging.

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XERO Invoicing AP Data Entry 52