Xero

NOVEMBER 30, 2022

Here’s what we’re doing to make it easy for you to manage this change in Xero. We’ll make the new 8% rate available in Xero by 9 December 2022. There are a number of areas where you can set default tax rates in Xero. If you have more than one Xero organisation, you’ll need to do this for each one. bank reconciliation.

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XERO Bank Reconciliation Billing Invoicing 245

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. At Xerocon, we announced that we’re conducting two experiments in Xero using generative AI.

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Bank Reconciliation XERO Data Entry Payroll 246

Xero

DECEMBER 17, 2023

Twice a year, our teams at Xero are invited to take part in a hackathon week. A staggering 670 Xeros and 127 teams around the world registered to participate, highlighting the widespread engagement within our talented community. Participants are encouraged to think outside their comfort zone and area of expertise.

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XERO Bank Reconciliation Tax Invoicing 266

Xero

FEBRUARY 28, 2024

We shared a number of product and tech updates at Xero’s Investor Day in Melbourne on how we are bringing new capabilities to help Xero customers run their operations and manage their finances more efficiently. Xero is developing a conversational interface — called Just Ask Xero (JAX) — using powerful GenAI technology.

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XERO Bank Reconciliation Customer Service Computation 264

Xero

MAY 31, 2022

We’ve made a number of enhancements to the Xero platform in the last month, including updates to quotes, reporting, Xero Analytics Plus, WorkflowMax and more. This means you can transfer information from your folders directly into the invoice for the job or project. The details will also integrate into Xero, if you use it.

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XERO Bank Reconciliation Payroll Invoicing 290

Xero

JUNE 30, 2022

If you’re a Xero partner, don’t forget to register for our upcoming quarterly product update , where our education team will walk you through a demo of all the latest releases, so you can maintain your advisor certification. Automatically add Xero contacts in Hubdoc — Global. Reimagine your Xero experience — Global.

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XERO General Ledger Bank Reconciliation Tax 279

Xero

SEPTEMBER 7, 2022

Simplifying people processes with Xero and Planday. We were excited to launch a new beta trial of Xero Payroll plus Planday at Xerocon. We also showcased our recently-added start, end and break times functionality in the Xero Me app. Getting quick access to answers in Xero. Helping your clients avoid the cash flow crunch.

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XERO Payroll General Ledger Bank Reconciliation 264

Xero

AUGUST 24, 2022

It was the perfect location to reconnect with our valued accounting and bookkeeping partners, and share some exciting plans for new tools and features designed to make inventory management, bank reconciliation and tax management simpler and more seamless. Syncing BMO transactions to your Xero account.

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XERO Reconciling Bank Reconciliation Bookkeeping 262

Xero

NOVEMBER 19, 2024

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. Bank feeds truly unlock the power of Xero for a small business.

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XERO Data Entry Bank Reconciliation Reconciling 231

Xero

NOVEMBER 30, 2022

Here are the latest features we’ve introduced to new reports: We’re introducing a current financial year by month report as well as a Bank Reconciliation report pack. You can now add a Cash Summary report and Executive Summary to report templates in Xero HQ. Other new features in Xero. Changes to XPM and Xero HQ — Global.

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XERO Payroll Bank Reconciliation Invoicing 246

Xero

AUGUST 14, 2024

That’s why Xero has been doubling down on building out our product capabilities for the unique needs of this region. Today, on stage at Xerocon Nashville, I was very excited to unveil the huge number of improvements Xero has made to make things easier for small businesses and their advisors. But we’re not stopping there.

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XERO 1099 Preparation General Ledger Bank Reconciliation 246

Xero

MAY 30, 2022

Xero Small Business Insights (XSBI) data for April 2022 shows signs of emerging risks to small businesses in the UK, Australia and New Zealand. The Xero Small Business Index is a unique indicator that uses timely data to show how small businesses are performing overall each month. Australia data . New Zealand data .

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XERO Bank Reconciliation Bookkeeping Billing 256

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 246

Intuit

SEPTEMBER 9, 2024

The template below hits on some essential elements to include in your bookkeeper resume—from how you might structure your contact information to how and what skills you could showcase. Skilled in all aspects of bookkeeping, including accounts payable/receivable, bank reconciliations, payroll processing, and financial reporting.

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Bookkeeping Bank Reconciliation QuickBooks Certified Bookkeeper 246

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

Insightful Accountant

MARCH 9, 2025

The new feature addresses the requests of many Xero users for a 'period end' bank reconciliation option that ensures each period is properly closed and locked so the information remains accurate.

XERO 52

XERO Reconciling Bank Reconciliation 52

The Successful Bookkeeper

APRIL 20, 2023

Bookkeepers are the backbone to e-commerce businesses, keeping track of financial information and maintaining compliance. Some apps and software you should consider integrating include: •Accounting software: A general ledger like QuickBooks Online (QBO), Xero or MYOB should act as the core of your app ecosystem and the single source of truth.

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Bookkeeping Bank Reconciliation General Ledger Budgeting 119

Nanonets

NOVEMBER 5, 2024

MoneyThumb Bank statement conversion & fraud detection No No Fraud detection, reconciliation Lenders, accountants NA ProperSoft Offline transaction file conversion No No Offline use, one-time purchase Individuals, small businesses 4.4 Integrates with QuickBooks, Quicken, Xero, and Sage 3. Key features: 1. Key features: 1.

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Data Entry XERO Accounting Software QuickBooks 52

Nanonets

APRIL 19, 2024

Xero, one of the premier SaaS accounting tools for small and mid-size businesses, helps address invoicing-related inefficiencies and other challenges in the accounting cycle. In isolation, Xero invoice software is a robust solution, but when paired with other AP automation tools, its effectiveness increases exponentially.

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XERO Invoicing AR AP 52

Jetpack Workflow

APRIL 24, 2025

According to a recent survey , 92% of accounting professionals say they spend too much time completing manual tasks jobs like data entry, client payroll, payment reminders, and bank reconciliation. The problem is that, with financial information, small mistakes can have massive consequences.

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Data Entry Accounting Accounting Bookkeeping 52

Less Accounting

JUNE 15, 2023

It helps you keep track of your expenses, invoices, and bank statements, and allows you to make informed decisions about the future of your business. We will cover everything you need to know , from tracking expenses and invoices to reconciling bank statements and choosing the right bookkeeping software.

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Bookkeeping Bank Reconciliation Reconciling Financial Records 52

Future Firm

NOVEMBER 9, 2022

Because automation runs with the click of a button compared to someone having to key in financial information entry manually, you can speed up the turnaround time of your deliverables and financial reporting. 9) Banking & Credit Card Data. We rely on bank and credit card transaction data to help us reconcile a set of accounts.

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Accounting Accounting Accounts Payable Accounts Payable 98

Nanonets

JUNE 13, 2024

If you already are using Quickbooks as an accounting platform and don't want to look anywhere else for the added features and functionality - Quickbooks Statement Reconciliation is the way to go. Xero is tailored for small and medium business who like to keep their records paperless and human error free.

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Account Reconciliation General Ledger XERO Bank Reconciliation 52

Analytix Finance & Accounting

JUNE 15, 2023

NCH Express Accounts is particularly popular among businesses that require routine inventory management and multiple-user access to key documents and information. With robust features like financial management, advanced reporting, and integration capabilities, it enables streamlined operations and informed decision-making.

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Accounting Software Bank Reconciliation Financial Reporting Payroll 52

Nanonets

SEPTEMBER 22, 2023

Some popular choices include QuickBooks Online, Hiver, Wave, Kashoo, Bill.com, and Xero. These software solutions offer a range of features that can benefit small businesses, such as automated bill payment, customizable payment reminders, bank integrations, and multi-step approval workflows.

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Accounts Payable Accounts Payable Invoice Processing Financial Records 52

Nanonets

SEPTEMBER 23, 2023

With  small business accounting software , businesses can easily manage income and expenses, create invoices, track payments, reconcile bank statements, and generate accurate financial reports. Instead of sifting through piles of paperwork, businesses can store and retrieve important financial information with just a few clicks.

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Small Business Accounting Accounting Software Data Entry Accounting 52

CapActix

OCTOBER 10, 2023

Client interaction is improved via secure document exchange, real-time availability of financial information, and communication gateways built into the platform. Regardless of the accounting proficiency, Xero’s intuitive interface empowers outsourced accounting firms to efficiently oversee your business finances.

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Accounting Software Accounting Accounting Data Entry 52

Invoicera

AUGUST 27, 2023

Sensitive financial information may be exposed due to insufficient data protection procedures, which could result in losses in money and reputational harm. Project Management Tools Integration: Freshbooks can integrate with project management tools, ensuring billing information is up-to-date and accurate.

Billing 52

Billing XERO Invoicing Data Entry 52

Nanonets

APRIL 12, 2024

At its core, account reconciliation is the comparison of multiple sets of financial records, such as bank statements and internal accounting records, to identify and rectify discrepancies. An increasing number of companies are turning to smart tools and software to streamline their account reconciliation processes.

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Account Reconciliation Reconciling General Ledger Bank Reconciliation 52

Jetpack Workflow

JULY 19, 2024

Xero Xero is an accounting software provider firms can use to manage client work. It has tools for automatic bank reconciliations, budgeting, fixed asset management, bill pay, and financial statement preparation. Pricing Free subscription for Xero partners, subject to application.

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CPA Payroll Accounting Accounting 52

Nanonets

APRIL 3, 2024

Bank Reconciliation: They reconcile bank statements with the company's financial records to ensure consistency and identify discrepancies. Whether managing expenses, invoicing clients, or tracking revenue, virtual bookkeeping ensures remote teams stay organized and informed.

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Virtual Bookkeeping Bookkeeping Data Entry Bookkeeping Services 74

Nanonets

MARCH 20, 2023

AI-enabled accounts payable software like Nanonets can extract accounts payable data from various sources and convert them into structured digital information that can be further processed or fed into ERPs or databases. This is crucial for subsequent automated coding, matching, and approval processes. Multi-destination mileage reimbursements.

Accounts Payable 52

Accounts Payable Accounts Payable AP Accounting 52

Jetpack Workflow

FEBRUARY 23, 2023

Its user-friendly interface and array of tools make it perfect for quickly sending updates, requesting documents, and sharing vital information. Bank Reconciliation Bank reconciliation can be incredibly labor-intensive for accounting and bookkeeping firms, particularly when managing the bank accounts of dozens or hundreds of clients.

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Bank Reconciliation Accounting Accounting Data Entry 52

Nanonets

FEBRUARY 26, 2024

It recognizes text within these documents, allowing for the extraction, interpretation, and manipulation of textual information. For instance, accounting OCR technology automatically extracts relevant information from invoices, such as vendor details, invoice numbers, dates, and line item details. per invoice, £0.05

Data Entry 52

Data Entry Accounting Accounting Invoicing 52

Nanonets

JULY 21, 2023

The accuracy and reliability of financial reporting are vital for organizations to make informed decisions and meet regulatory requirements. To ensure the integrity of financial data, accountants and bookkeepers rely on the general ledger account reconciliation process. Absence of remittance information on checks.

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General Ledger Account Reconciliation Reconciling Financial Reporting 52

Outsourced Bookeeping

JANUARY 30, 2025

Virtual bookkeeping services execute vital accounting duties which include transaction logging, bank reconciliation, tax preparation, payroll administration, and financial document generation. Software Compatibility Most remote bookkeeping solutions use accounting software such as QuickBooks, Xero, FreshBooks, or Wave.

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Virtual Bookkeeping Bookkeeping Services Bookkeeping Outsourced Bookkeeping 52

Nanonets

APRIL 24, 2024

Enhanced Visibility : Real-time insights and analytics provided by the software offer greater visibility into financial transactions, empowering informed decision-making and strategic planning. Flexibility : Adaptability to evolving business needs and changes in reconciliation processes.

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Reconciling Invoicing Bank Reconciliation XERO 52