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Introducing Xero Simple, a plan to support you with Making Tax Digital for Income Tax

Xero

Introducing Xero Simple To support you and your clients with MTD for IT, were evolving our non-VAT Xero Cashbook plan into Xero Simple.* Xero Simple is a new plan that has been packed with new features to support you, and your sole trader and landlord clients, with the next wave of MTD for IT and digital transformation. .*

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Using Caseware and Wagepoint to streamline your EOFY

Xero

We’re excited to share some new apps in the Xero App Store : Caseware and Wagepoint. These apps bring key capabilities into the Xero platform, to simplify your year-end workflows, payroll and compliance. The post Using Caseware and Wagepoint to streamline your EOFY appeared first on Xero Blog.

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A new partnership with BMO to streamline bank reconciliation

Xero

The ability to connect your bank account to Xero is one of our most loved features and a core part of our vision to automate routine tasks. It’s designed to help your bank transactions flow securely into Xero, so you can save time on bank reconciliation and have better visibility of your cash flow.

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A sneak peek into what’s next for reports in Xero

Xero

If you have a Xero Premium plan and have added a foreign currency to your settings page, then you can jump in and give it a go. Check out our reporting playlist on YouTube , visit the tips and tricks panel in our most used reports, or reach out to the team at Xero Central if you need support.

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Four ways to get your banking data into Xero

Xero

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. Once your direct feed is connected, statement lines appear in Xero automatically, ready for you to reconcile.

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Making it easy to import transaction data into Xero

Xero

At Xero, we’re always developing new solutions that automate data entry to make life easier for our customers. One of our most loved features — bank reconciliation — is a core part of our vision to automate routine tasks, so you can focus on what matters most. Try the beta version of bank statement extraction in US and Canada.

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A new Xero dashboard to elevate your advisory services

Xero

That’s why we’re thrilled to share that we’ve been testing a new client insights dashboard for advisors, which gives you a snapshot of the financial health of all Xero business edition clients, in one place. The dashboard will be available to all Xero partners globally, and rolled out over the next couple of weeks.

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