Xero

DECEMBER 1, 2022

By connecting your Xero account to Airwallex , you can extend these capabilities further. . Accept payments from the Airwallex online payment gateway, payment links and Xero Invoice Payments. Expense data and receipts are automatically pulled into Xero. Xero and Airwallex: a perfect pairing. View reports in any currency.

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XERO Reconciling Purchase Order Invoicing 264

Xero

MAY 24, 2023

For those on the Xero platform, collaborating with your accountant or bookkeeper is simple via the cloud. What Xero tip would you add to this list? Now, when you complete the transaction details under the ‘Create’ tab, Xero will populate similar transactions with the same information – without needing to refresh your screen.

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XERO Bank Reconciliation Data Entry Reconciling 278

Xero

AUGUST 17, 2022

This guest blog post is written by Satya Tammareddy. 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. . Enable card payments and wallets for simpler, easier payments.

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XERO Invoicing Reconciling Invoice Processing 253

Xero

MAY 16, 2023

This EOFY in Xero Payroll will be slightly different than previous years. Check your employees’ records As part of STP Phase 2, there are key compliance requirements that affect the way employees are set up in Xero. Learn more about updating your employees for STP Phase 2 in Xero Central.

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XERO Payroll General Ledger Reconciling 55

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 263

Payroll XERO Tax Reconciling 263

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 261

Xero

MARCH 1, 2023

I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS). I want to start off by saying thank you.

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XERO Bookkeeping Reconciling CPA 278

Xero

JUNE 1, 2022

Xero continues to grow in the US and Canada, and it’s important that we continue to seek feedback from our partners and advisors on how best to meet their needs. We recently hosted our US Xero Partner Advisory Council (XPAC) meeting in Denver to hear from our valued accounting and bookkeeping partners about what matters most to them.

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XERO Bookkeeping Reconciling CPA 246

Xero

AUGUST 21, 2023

This early version is designed for clients who primarily invoice for goods and services in Xero, operate across multiple jurisdictions, and have a mix of taxable, non-taxable, and exempt goods. Over time, we plan to expand this functionality across other areas of Xero.

XERO 246

XERO Invoicing Reconciling Tax 246

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. One of the most common requests we’ve received in Xero Product Ideas is the ability to reuse contacts across multiple clients in XPM.

XERO 246

XERO Reconciling Bookkeeping Billing 246

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.

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Bank Reconciliation XERO Reconciling Accounting 290

Xero

SEPTEMBER 25, 2023

This guest blog was written by the team at the leading bank payment solution, GoCardless. Manually setting up direct debits, chasing payers and reconciling payments across multiple systems is time-consuming. They integrated GoCardless through their Xero account. But it’s not all doom and gloom.

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XERO Reconciling Accounting Accounting 264

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 246

Xero

OCTOBER 16, 2022

Xero placed #7 on the technology industry list out of 700+ nominations, and is a direct result of our teams’ labour of love on helping reconciling transactions to become a more beautiful experience. That is, by using the learnings of millions of past reconciled transactions. . Our ongoing commitment to reducing toil.

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Bank Reconciliation XERO Reconciling Data Entry 243

Xero

AUGUST 24, 2022

We announced a new strategic partnership with Avalara that will allow us to build a sales tax solution in Xero, so you can easily calculate sales tax on invoices, compile flexible, state-based reporting, and access Avalara’s trusted e-filing tools. Syncing BMO transactions to your Xero account.

XERO 258

XERO Reconciling Bank Reconciliation Bookkeeping 258

Xero

OCTOBER 24, 2023

This guest blog was written by the team at ecommerce accounting integration, Amaka. Consider running reports for the sales period in Xero–for example, a report that shows your sales by product for a selected date range. The post How small businesses can get themselves ready for Cyber Monday appeared first on Xero Blog.

XERO 290

XERO Data Entry Reconciling Bookkeeping 290

Xero

FEBRUARY 28, 2024

Xero will embed a bill pay solution from BILL into the Xero platform. Once available, the solution will deeply integrate BILL’s robust payments options, allowing customers to more efficiently pay their bills, without leaving the Xero platform.

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Billing XERO Reconciling Financial Operations 231

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

APRIL 16, 2023

Right from the get-go, Olivia set Johnno up with Xero to tackle everything from quotes and invoices to schedules and client management. Johnno uses the Xero Mobile App , meaning he can stay on top of the books from anywhere – including job sites. It’s become routine to check Xero in the morning and afternoon.

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XERO Invoicing Data Entry Reconciling 279

Xero

JULY 23, 2024

This guest blog was written by the team at GoCardless. Time spent reconciling payments manually and sifting through multiple reports can be significantly reduced by switching to a payment provider that offers integration with the business’s existing accounting software. Check out GoCardless on the Xero App Store.

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XERO Invoicing Collections Reconciling 218

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 255

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. They make reconciling easy which enables you to use up-to-date information when making business decisions. Worried about security?

XERO 218

XERO Data Entry Bank Reconciliation Reconciling 218

Xero

APRIL 4, 2023

This has included their accounting systems and the interconnected apps that manage their ecommerce, logistics and inventory challenges – such as reconciling sales across multiple vendors. They chose Xero and ecommerce specialist Synder to do the job. Check out Synder on the Xero App Store here.

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XERO Data Entry Reconciling Collections 279

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.

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Payroll XERO Reconciling Tax 246

Xero

AUGUST 7, 2024

No matter what business needs or challenges you’re looking to solve, you’ll have over 50 exhibitors to meet and talk to, and many apps from the Xero App Store to try out for yourself. 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 226

Xero

NOVEMBER 30, 2022

You can now add a Cash Summary report and Executive Summary to report templates in Xero HQ. When you select the figures in the ‘This month’ column on your accounts watchlist on the Xero dashboard, you’ll now be taken to the new version of the Account Transactions report. Other new features in Xero.

XERO 246

XERO Payroll Bank Reconciliation Invoicing 246

Xero

NOVEMBER 14, 2022

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. Imagine having one client list that you can easily access from all your practice tools in Xero. What’s changing in XPM and Xero HQ. The value of connected practice tools.

XERO 246

XERO Reconciling Bookkeeping Tax 246

Xero

SEPTEMBER 1, 2022

This year, more than 70 cutting edge app partners from the Xero App Store will be exhibiting at Xerocon Sydney. GoCardless makes it easy for you to collect one-off, or automated, bank payments for your Xero invoices. Add GoCardless as a payment service in Xero, and apply it to an invoice or invoice template today. GoCardless.

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XERO Invoicing Bookkeeping Collections 52

Xero

JUNE 7, 2022

Reconcile, and reconcile again . Accounting software like Xero can streamline everything from income and expenses to assets and liabilities. . For those who are often on the move (as many contractors or freelancers are), Luke He of Homemax Accounting suggests downloading the Xero Mobile app. The best way to do this?

Reconciling 264

Reconciling XERO Tax Bookkeeping 264

Xero

NOVEMBER 15, 2022

Hubdoc is one of our most advanced tools to capture bills and receipts, get the data into Xero and easily reconcile the transaction. Recently, we announced a new feature that automatically matches the contact in Hubdoc with the contact in Xero or QuickBooks Online, so you don’t need to fill in the details.

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XERO QuickBooks Billing Reconciling 246

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.

XERO 264

XERO Tax Reconciling Accounting 264

Xero

DECEMBER 7, 2022

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! As a Xero advisor, this reduces manual processing errors like double-ups or wrong dollar amounts – I have complete confidence that all the data coming through is correct. .

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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.

XERO 246

XERO Bank Reconciliation Invoicing Collections 246

Xero

JULY 28, 2022

Xero connects with over 1,000 apps that help small businesses and their advisors succeed, check out the Xero App Store. Find out more about becoming a Xero app partner here. Xero recently hosted Xerocon London , one of the most anticipated events on the calendar for cloud accounting leaders.

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XERO Bookkeeping Reconciling Collections 264

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. Alternatively, the payments will need to be made manually outside of Xero.

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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

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