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Five tips for small businesses to kickstart the New Year

Xero

Remember that revenue isn’t truly revenue, until it’s money in the bank, so ensure that you have a clear process to confidently get what’s owed to you, deposited on time. Go to Co-Pilot to download a free business action plan template. Love your accounts receivable. Operate a ‘no surprises’ policy with your cash flow.

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Avoid Holiday Mail Delays, Get Paid Faster with ePayments 

AvidXchange

Checks often require manual deposit, which means work hours spent visiting a bank. To learn more about the future of ePayment technology, download our free guide, “ B2B Payment Trends.” To learn more about ePayments and our additional supplier offerings, visit [link]. to $14 per transaction.

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Deposit receipt definition

Accounting Tools

What is a Deposit Receipt? A deposit receipt is a receipt issued by a bank to a depositor for cash and checks deposited with the bank. The information recorded on the receipt includes the date and time, the amount deposited, and the account into which the funds were deposited. How is a Deposit Receipt Used?

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1099 Reporting Simplified with AP Automation 

AvidXchange

Download Now Download Our Free 2025 Trends Report Now The post 1099 Reporting Simplified with AP Automation appeared first on AvidXchange. If you paid for these services via credit card, you DO NOT need to file a 1099-NEC, according to the IRS.

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Free Bank Reconciliation Template

Nanonets

Hit the download button and follow our guide to learn more. <Not <Not final link> Download Free Bank Reconciliation Template Example of our Excel bank reconciliation template: How to do bank reconciliation? The logic here is: Bank Balance + Deposits-in-transit - Outstanding Checks = Adjusted Bank Balance.

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Best 7 Invoicing Software For Financial Services

Invoicera

Client Portal with Secure Access Financial services clients appreciate transparency, so why not let them view their invoices, make payments, or download reports themselves? Secure deposits upfront to lock in client commitments and set separate deadlines for the remaining balance.

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As Check Fraud Surges, E-Payments Provide a Solution

AvidXchange

Some brazen offenders will cash or deposit a stolen check themselves but most hire “ walkers ” to do the job for them. They’re paid a fee to cash the check or deposit it in the criminal’s account on their behalf. When cashing a check, don’t endorse it until just before you deposit it. What Are the Impacts of Check Fraud?