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.

XERO 279

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.

XERO 264

XERO Payroll General Ledger Bank Reconciliation 264

Xero

AUGUST 29, 2023

Integrating All Your Expenses With Your Accounting System The final consideration for balancing compliance with automation is how your expenses are ultimately recorded in your general ledger. Instead, look for a tool that has direct integrations with Xero so expenses are automatically recorded.

Expense Reports 246

Expense Reports XERO Data Entry General Ledger 246

Xero

JUNE 15, 2022

Xero connects with over 1,000 apps that help small businesses and their advisors succeed, with most available in the Xero App Store. Find out more about becoming a Xero app partner here. As each document is scanned by EzzyBills the key information is extracted and exported to Xero. Out with the old, in with the new.

XERO 246

XERO Data Entry General Ledger Accounting Software 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.

XERO 246

XERO 1099 Preparation General Ledger Bank Reconciliation 246

Xero

MAY 17, 2022

Reconcile your accounts, comparing the Payroll Activity Summary report and the General Ledger. The easiest way to do this is to run the Payroll Activity Summary report and compare this to the General Ledger report. . Alternatively, the payments will need to be made manually outside of Xero. And that’s a wrap!

Payroll 246

Payroll General Ledger XERO Reconciling 246

Xero

SEPTEMBER 5, 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 New Orleans , one of the most anticipated events on the calendar for cloud accounting leaders.

XERO 244

XERO Data Entry General Ledger Bookkeeping 244

Xero

MAY 17, 2023

There’s now a little over two months to go before old reports in Xero are retired. We’re retiring the older versions of our reports in Xero on 31 July 2023 at 6am NZST. How long this takes will depend on your experience using Xero, the number of customised reports and layouts you have, the complexity of your workflows, and more.

XERO 264

XERO General Ledger Accounting Accounting 264

Bookkeeping Express

DECEMBER 30, 2024

Avoid Proprietary General Ledgers: One of the challenges with Bench was its use of a proprietary general ledger system, making it difficult for clients to transition to other platforms. Choose a firm that works with industry-standard tools like QuickBooks or Xero, ensuring your data is portable and accessible.

General Ledger 64

General Ledger Bookkeeping Accounting Accounting 64

Insightful Accountant

FEBRUARY 15, 2024

Clockwork is a financial analytics and planning app that works with QuickBooks Online, Xero and QuickBooks Desktop. If you need more financial metrics and forecasting than your General Ledger can provide, check out this article.

General Ledger 103

General Ledger QuickBooks XERO 103

Remote Quality Bookkeeping

APRIL 14, 2025

Maintaining the General Ledger: Ensuring all transactions are accurately recorded in your general ledger, which serves as the master document for your books. Monitoring Accounts Receivable: Tracking outstanding customer payments and following up to collect overdue invoices. Timely collections improve your cash flow.

Bookkeeping 52

Bookkeeping Small Business Bookkeeping General Ledger Accruals 52

Insightful Accountant

AUGUST 14, 2024

As part of our continuing coverage of various General Ledgers that might substitute for QuickBooks Pro-plus and Premier-plus Desktop, we are exploring a new functionality being offered by Xero, their 'Inventory Plus' option.

XERO 52

XERO General Ledger QuickBooks 52

Insightful Accountant

DECEMBER 11, 2024

At today's 'Be Insightful' Premium Content App Comparison, Murph will be reviewing fourteen Payroll Solutions that work with QuickBooks or Xero, as well as other general ledgers. You can still register for the 3:00 PM (Eastern) Webinar.

Payroll 52

Payroll General Ledger XERO QuickBooks 52

The Successful Bookkeeper

APRIL 20, 2023

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.

Bookkeeping 119

Bookkeeping Bank Reconciliation General Ledger Budgeting 119

Nanonets

FEBRUARY 20, 2024

Xero is an accounting software suitable for small to medium-sized businesses seeking a robust cloud-based accounting solution. Yet, despite its advanced capabilities, managing accounts payable and invoice processing manually in Xero is becoming more and more challenging. Staff must manually collect and organize these documents.

XERO 52

XERO Invoicing AP Data Entry 52

Earmark Accounting Podcast

MAY 3, 2024

(Originally recorded on March 6, 2024, on Earmark Webinars+) Sponsor Client Hub - [link] Chapters (00:00) - The 5 Apps You Need In Your Accounting Firm sequence (01:55) - Why Choosing the Right Software Matters (05:27) - Diving Deep into Proposal Management Software (14:08) - Workflow Apps: The Backbone of Firm Operations (29:08) - Exploring General (..)

General Ledger 45

General Ledger CPA Accounting Accounting 45

Future Firm

NOVEMBER 9, 2022

If you’re looking to automate accounting processes in 2023, here are some steps you can take: 1) General Ledger Accounting Software. accounting automation software) for your general ledger is far superior to desktop accounting software when it comes to automation. Xero/QBO integration you can pull in actuals.

Accounting 98

Accounting Accounting Accounts Payable Accounts Payable 98

Nanonets

JANUARY 31, 2024

Read to learn more: Month-End Account Reconciliation Reconciliation is the process of matching the company’s general ledger with payments and deposits recorded in documents like bank statements, credit card statements, or invoices. This has to be accounted for in your general ledger.

General Ledger 52

General Ledger Bank Reconciliation Reconciling Deposits 52

Cloud Accounting Podcast

MARCH 10, 2023

Majority of CAS practices support 3+ general ledgers; KPMG may have turned a blind eye to deforestation; Intuit to replace QuickBooks Desktop POS with Shopify; Startup accelerators from Intuit and AICPA Sponsors Tri-Merit - [link] LiveFlow - [link] Patriot - [link] Need CPE?

General Ledger 59

General Ledger QuickBooks CPA XERO 59

accountingfly

APRIL 18, 2024

Extensive supervisory experience Client niches: professional services, manufacturing, hospitality, retail, etc.

General Ledger 52

General Ledger CPA Accounting Accounting 52

Nanonets

JUNE 13, 2024

Best Reconciliation Software Tools Reconciliation software is a tool specifically designed to compare financial data from different sources such as invoices, bank statements, general ledgers, and other financial records. Xero is tailored for small and medium business who like to keep their records paperless and human error free.

Account Reconciliation 52

Account Reconciliation General Ledger XERO Bank Reconciliation 52

Cloud Accounting Podcast

JUNE 12, 2018

Making payroll a breeze with Xero + Paychex — Xero Blog — Thanks to a new integration with Paychex General Ledger Service (GLS) you can quickly and easily connect to your Xero account, post payroll entries to your general ledger in just seconds and save time and reduce errors.

General Ledger 40

General Ledger XERO Payroll CPA 40

Future Firm

MAY 24, 2023

For kicks, here’s the oldest Xero screenshot that can be found on record (from 2007): Here are some tips to leveraging cloud computing in accounting: Tip 1: Become Cloud Accounting Certified Master the popular cloud accounting systems , like Xero or QuickBooks Online, by becoming certified on their platforms.

Accounting 98

Accounting Accounting Computation XERO 98

accountingfly

APRIL 25, 2024

FTE Senior Accountant | Candidate ID #19665998 Certifications: NA Education: BS Business Administration Accounting Experience (years): 20 years accounting experience Work experience (detail): 15 in public accounting working with SMBs and nonprofits Full outsourced accounting and financial reporting services 5 years industry at accounting manager, (..)

CPA 52

CPA XERO Accounting Accounting 52

Nanonets

MAY 8, 2023

Check ending balance - Your general ledger balance ending balance should match your bank statement balance after all your adjustments. Use rule-based workflows to update General ledger entries with proper codes as the bills/invoices come in. Check the entries that don’t match - Multiple entries will not match.

General Ledger 52

General Ledger Bank Reconciliation Account Reconciliation XERO 52

Nanonets

JULY 21, 2023

To ensure the integrity of financial data, accountants and bookkeepers rely on the general ledger account reconciliation process. This process involves comparing general ledger accounts with supporting documents using reconciliation software to identify discrepancies and take corrective measures.

General Ledger 52

General Ledger Account Reconciliation Reconciling Financial Reporting 52

Invoicera

JANUARY 29, 2025

Xero With Xero, you have a robust multi-currency accounting solution created with the aim of simplifying worldwide deals. Be on the lookout for changing exchange rates that could result in errors in your general ledger. Pricing Clear Books has flexible plans starting from 6.75/month

Accounting Software 40

Accounting Software Accounting Accounting Invoicing 40

Nanonets

APRIL 23, 2024

NetSuite vs QuickBooks: Feature Level Comparison General Ledger Both tools have a General ledger to record, analyze, and report financial transactions.

QuickBooks 52

QuickBooks General Ledger AR Accounts Payable 52

Nanonets

FEBRUARY 6, 2024

Determine the scope of your work and gather documents like general ledger/invoice/bank statements, etc. The external transactions go through the routine account reconciliation procedure, where the general ledger is matched with documents like bank statements. This is essential for financial reporting and tax compliance.

General Ledger 52

General Ledger Financial Statements Reconciling Collections 52

Nanonets

APRIL 17, 2024

It is the first step in the accounting cycle and involves recording the transaction in the general ledger. Prepare Journal Entries: Record the journal entries in the company's general ledger or accounting software. Post Entries: Post the journal entries to the appropriate accounts in the general ledger.

Bank Reconciliation 52

Bank Reconciliation General Ledger Reconciling Deposits 52

CapActix

OCTOBER 10, 2023

Xero Xero, a distinguished and best accounting software for CPAs and accounting firms , delivers a comprehensive suite of features encompassing bank transactions, payroll processing, inventory management, and invoicing. Its standout attribute is the user-friendly interface that streamlines tasks like invoicing and payroll.

Accounting Software 52

Accounting Software Accounting Accounting Data Entry 52

Nanonets

APRIL 12, 2024

Accounts Payable Reconciliation reconciling the accounts payable ledger with supplier invoices and payments to ensure accurate recording of liabilities and timely payment of obligations. The software seamlessly integrates with hundreds of tools, including Gmail, Quickbooks, Xero, and Stripe, ensuring compatibility and ease of adoption.  

Account Reconciliation 52

Account Reconciliation Reconciling General Ledger Accounting 52

Jetpack Workflow

JULY 19, 2024

These applications support services like tax preparation and financial reporting, giving you a centralized location to manage clients’ financial transactions and their general ledger. Xero Xero is an accounting software provider firms can use to manage client work. Accounting This first one should come as no surprise.

CPA 52

CPA Payroll Accounting Accounting 52

Nanonets

JULY 14, 2024

Automatically update financial records in the balance sheet, general ledger , PnL, and more. Generate invoices automatically from FreshBooks and process invoices using Nanonets. Xero Source Xero is a small business accounting software that handles all financial processes for accountants and bookkeepers.

Invoicing 52

Invoicing AP Invoice Processing Data Entry 52

Nanonets

APRIL 1, 2024

Seamless integration with popular ERPs and accounting systems like NetSuite, QuickBooks, and Xero allows for automatic synchronization of invoice data. Automatically uses your bank statements and general ledger data to perform an automated reconciliation of your financial transactions.

AP 98

AP Accounts Payable Accounts Payable Invoicing 98

Invoicera

DECEMBER 21, 2023

Features Unlimited collaboration with third-party applications Manage accounting with multiple businesses Manage income and balance sheets Generate reports Pros Cons ● Has a free version ● Best for freelancers and startups ● No live or phone support Pricing Check out the wave pricing in the images below: 4.

Invoicing 64

Invoicing Billing QuickBooks XERO 64

Less Accounting

JUNE 20, 2023

A chart of accounts is different from a general ledger because it provides a more detailed classification of transactions. A general ledger is a summary of all transactions, while a chart of accounts breaks down those transactions into categories, making it easier to track transactions by accounts.

Financial Reporting 52

Financial Reporting Accounting Accounting Accounting Software 52