Xero

JUNE 16, 2022

However, this can be made easier by collecting payments on-site, rather than after. . ApprovalMax streamlines financial document workflows, meaning you no longer have to send hundreds of emails to get approvals. To make things easier, you can search for the right apps tailored to your needs by function, industry, and collection. .

XERO 299

XERO Collections Purchase Order Budgeting 299

LedgerDocs

MARCH 23, 2023

As a bookkeeper or accountant for a Canadian business, it is important to stay on top of the tax-related documents that need to be prepared for to ensure compliance with Canada’s taxation laws. A failure to prepare all of the necessary documents can lead to fines or penalties for the business owner.

Collections 86

Collections Bookkeeping Tax Financial Statements 86

Nanonets

SEPTEMBER 20, 2024

Picture this - you’re drowning in a sea of PDFs, spreadsheets, and scanned documents, searching for that one piece of data trapped somewhere in a complex table. Table extraction refers to the process of identifying, and extracting structured data from tables embedded within documents.

Computation 135

Computation Financial Reporting Invoicing Financial Analysis 135

Nanonets

AUGUST 26, 2024

  In this era of information overload, document classification is of considerable importance for the efficient management and use of information and knowledge.      In this article, we will look at the types of document classification and how ML techniques are being increasingly used for this purpose.

Computation 97

Computation Customer Service Purchase Order Invoicing 97

Nanonets

AUGUST 23, 2023

AI-based document processing is transforming the way businesses handle paperwork. It is overhauling traditional data entry, approval systems, and document management. Most of us can relate to the frustration of sifting through complex documents, manually extracting data, or struggling with clunky document management systems.

Data Entry 97

Data Entry Customer Service Purchase Order Auditing 97

Xero

JULY 21, 2022

Coming soon: Document packs. You know all too well how vital it is to collect approval signatures from clients on financial statements, tax returns, and other key documents to keep work flowing and meet deadlines. Today, Xerocon attendees were treated to a sneak peek of our new document packs feature, coming soon to Xero HQ. .

XERO 262

XERO Bookkeeping Financial Statements Tax 262

Gaviti

JUNE 19, 2023

Effective communication is the most critical aspect of any A/R collections strategy. Standardized templates lead to documentation, which makes it easier for staff to handle work disruptions, such as unexpected resignations. Even so, there are some basics you can apply across most templates you may use for collections.

Collections 98

Collections Invoicing Accounts Receivable Account Receivables 98

Xero

MAY 31, 2022

Easy e-signing with document packs — New Zealand. Collecting signatures from clients on financial statements, tax returns and other documents is a vital job for an accountant or bookkeeper.

XERO 290

XERO Bank Reconciliation Payroll Invoicing 290

Nanonets

JUNE 19, 2023

The Portable Document Format (PDF) is the go to file format for sharing & exchanging business data. In other document formats such as DOC, XLS or CSV, extracting a portion of information is pretty simple. Fortunately , there are solutions like Nanonets , that can extract data from PDF documents efficiently.

Data Entry 98

Data Entry Invoicing Collections 98

Future Firm

NOVEMBER 20, 2024

Many firms struggle with document collection during tax season. The post How to Streamline Document Collection This Tax Season appeared first on Future Firm. In this episode, I share why it's an issue and how I recommend handling it.

Collections 52

Collections Tax Accounting Accounting 52

Accounting Tools

JULY 24, 2023

Related Courses Credit and Collection Guidebook Effective Collections Essentials of Collection Law What is the Cash Collection Cycle? The cash collection cycle is the number of days it takes to collect accounts receivable. Clearly, this is only cost-effective for very large overdue balances.

Cash Collection 75

Cash Collection Collections Accounts Receivable Account Receivables 75

LedgerDocs

APRIL 19, 2023

Although the prospect of being audited may be scary and intimidating, having the right documents and information ready can help make the process smoother. The first thing to do is to organize and prepare to provide all of the documents that relate to your income and expenses. For a 14-Day FREE Trial, click here!

Auditing 96

Auditing Expense Reports Financial Records Tax 96

FinOps Foundation

DECEMBER 11, 2024

We collected and anonymized real FinOps data for AWS, GCP, and OCI. Any issues we did face were resolved by referencing well-documented conformance reports, which are currently provided by Microsoft and AWS. Sample Microsoft data was obtained from their FinOps toolkit and merged with real data. preview Microsoft Azure: 1.0

FinOps 130

FinOps FinOps Billing Financial Operations 130

Xero

DECEMBER 4, 2023

This includes adding filing deadlines, as well as expanding beyond invoicing to incorporate other documentation and revenue sources. It’s particularly well-suited to you if you operate across multiple jurisdictions, and have a mix of taxable, non-taxable and exempt goods.

Tax 269

Tax XERO Invoicing Collections 269

Xero

FEBRUARY 26, 2024

Hubdoc can analyse information from emails, a photo on your mobile device, or document scanning. Dext Prepare can automatically collect your bills and invoices from a huge range of supplier websites, storage and document management tools, or email inboxes.

XERO 264

XERO Data Entry Billing Invoicing 264

Xero

SEPTEMBER 1, 2022

Find the right document pack more easily — Global. We’ve improved the search functionality in document packs. It now surfaces results based on what the search ‘contains’ rather than what it ‘starts with’, so you can find the document pack you need without remembering the exact name. New features.

XERO 264

XERO Payroll Data Entry Tax 264

Xero

AUGUST 7, 2023

GoCardless GoCardless puts you in control of collecting payments directly from your customers. The multi Xero award-winning GoCardless integration allows you to set up recurring and one-off payments with your customers, automatically collecting payments for your invoices.

XERO 246

XERO Invoicing Bookkeeping Account Bookkeeping 246

Xero

APRIL 16, 2023

ApprovalMax works to streamline your financial document workflows, meaning you no longer have to send multiple emails to get the green light. To make things easier, you can search for apps tailored to your needs by function, industry, and collection – all to make FY24 your best (and most efficient) year yet.

XERO 245

XERO Purchase Order Data Entry Payroll 245

Counto

DECEMBER 15, 2024

Collect Relevant Information ChatGPT can gather financial reports, previous meeting notes, and other necessary documents, ensuring participants are prepared. No more scrambling for documents last minute! Example : Before a tax filing meeting, ChatGPT can collect and summarise previous filings and current tax information.

Budgeting 52

Budgeting Collections Financial Statements Expense Reports 52

Intuit

SEPTEMBER 17, 2024

Their role is to build and manage the data storage infrastructures where the data used to train AI is collected, curated, and processed. For example, they might assist in creating models that help AI understand spoken commands (such as those used by Siri or Alexa), read online documents, or generate subtitles for videos and movies.

Computation 260

Computation Collections Customer Service 260

Nanonets

APRIL 24, 2025

They process more than 350,000 cases annually— each file contains over 10 types of documents, varying formats and structures, 30+ line items, and multiple ingestion channels. They need to submit the required documents to the surveyor assigned by the insurer. Remember that these documents are issued by different sources.

Data Entry 52

Data Entry Invoicing Collections Customer Service 52

LedgerDocs

FEBRUARY 25, 2025

Heres how you can streamline document collection, bookkeeping, and tax filing preparation: 1. Automate Document Collection with LedgerDocs Chasing down client receipts, invoices, and statements is one of the biggest bottlenecks during tax season.

Corporation Tax 52

Corporation Tax Tax Payroll Collections 52

Nanonets

APRIL 24, 2025

They needed a way to process these documents accurately without hiring more staff. The real cost of manual supplier order management The supplier documents arrived as complex PDFs — some up to 16 pages long, in multiple languages, and with different technical notations.

Purchase Order 52

Purchase Order Collections Data Entry 52

LedgerDocs

OCTOBER 31, 2024

With the growing demand for simple, accessible, and secure document handling, a centralized, cloud-based document management system has become more essential than ever. Why Document Management Matters Documents are the backbone of a bookkeeper or accountants tool stack. Key Benefits of Cloud Document Management 1.

Bookkeeping 52

Bookkeeping QuickBooks Collections Invoicing 52

Intuit

MARCH 26, 2023

Meet some of the customers we’ve helped: Derrick, Navy veteran Derrick takes his fedora collection very seriously. As a veteran, he found filing taxes complex when it came to making sure he had all the forms, and keeping track of his documents year after year. He has a whole wall of them.

Tax 246

Tax CPA Collections 246

Xero

JULY 6, 2022

Whether it’s help with payments, reporting, time tracking or document management, there’s something for everyone. This makes it easy to collect both recurring and one-off invoice payments directly from customers’ bank accounts through direct debit and open banking. Check out Pleo in the Xero App Store. GoCardless.

XERO 246

XERO Invoicing Collections Accounts Payable 246

Xero

AUGUST 22, 2023

Businesses can choose to include future invoice and bill payments, collectively or individually, within their cash flow forecast. Beyond Analytics Plus and bank reconciliation, it’s also embedded in Hubdoc (with document capture and data entry), Xero Expenses and Xero Go.

XERO 246

XERO Bank Reconciliation Data Entry Payroll 246

Gaviti

NOVEMBER 14, 2022

Receivables collection is one of the most critical functions of any business, but it can also become one of the most stressful. Companies can reduce many overwhelming and monotonous aspects of collections via automation. Sage Intacct streamlines collections tasks but automation alone is not enough. Select Receive Payments.

Collections 73

Collections Invoice Processing Accounts Receivable Account Receivables 73

Gaviti

NOVEMBER 4, 2024

As companies scaled and these disputes increased, however, businesses started to turn to dispute automation for a more efficient dispute management process for collections and dispute management. It should collect data about disputes over time to deliver insights about customer trends, behavior, and track dispute times.

Collections 52

Collections Accounts Receivable Account Receivables Accounts Receivable 52

LedgerDocs

OCTOBER 4, 2024

Digital document management systems can supercharge this process, making expense tracking easier, more accurate and more efficient. Streamlined Organization Digital document management platforms like LedgerDocs allow you to store, categorize, and retrieve documents in one centralized location. Here’s how: 1.

Data Entry 52

Data Entry Accounting Software Collections XERO 52

Xero

SEPTEMBER 1, 2022

Whether it’s help with payments, practice workflow management, time tracking or document management, there’s something for everyone. GoCardless makes it easy for you to collect one-off, or automated, bank payments for your Xero invoices. Collect payments faster with Xero Invoice Payments. GoCardless.

XERO 52

XERO Invoicing Bookkeeping Collections 52

Intuit

APRIL 21, 2025

Receive your Authorization to Test (ATT) Once your application is approved, youll receive a document known as your ATT. This guide is just one blog in our larger collection of resources related to tax preparer jobs. Finally, make sure the name on your application exactly matches the name on your two IDs youll provide on test day.

CPA 130

CPA Auditing Tax Financial Analysis 130

Xero

JUNE 15, 2022

As you can see in the photos and videos below that document the transformation, renowned interior designer Estee Stanley is one of a kind who pours her heart into each of her projects. “I Throughout the process, the collective team’s goal remained the same: elevating our office space to match the identity of Soulteria as a brand. .

XERO 246

XERO Collections Bookkeeping 246

Ontrack Bookkeeping

OCTOBER 24, 2024

Drawing up the right financial documents matters to your small business’ success more than you think they do. Below are the six most useful financial documents that you can benefit from: Income statement – This shows your revenue and expenses and indicates if your business is profitable. How can we help?

Budgeting 52

Budgeting Accounts Receivable Account Receivables Accounts Receivable 52

oAppsNet

DECEMBER 17, 2024

Gather Relevant Documents Collect all the necessary documents required for the audit, including vendor invoices, purchase orders, payment records, contracts, and approval documents. Having all relevant documents on hand will streamline the audit process and help you verify the accuracy of transactions.

AP 52

AP Auditing Purchase Order Accounts Payable 52

Compleatable

MARCH 6, 2025

Collection, digitization, verification, coding and approval of Invoices and Bills improves finance efficiency by up to 95%. Revenue Cycle Management : Streamline billing and collections processes to ensure timely payments from residents, insurance companies, and government programs.

Accounting 100

Accounting Accounting Revenue Cycle Management Revenue Cycle 100

oAppsNet

NOVEMBER 1, 2024

Any deviation from standard payment terms requires manager approval and should be documented. Metrics like Days Sales Outstanding (DSO), average collection period, and the percentage of overdue invoices should be consistently monitored to evaluate the health of your AR process.

AR 52

AR Invoicing Collections Accounts Receivable 52