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.

XERO 276

XERO Bank Reconciliation Data Entry Reconciling 276

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.

XERO 257

XERO Payroll General Ledger Reconciling 257

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 261

Payroll XERO Tax Reconciling 261

Xero

AUGUST 17, 2022

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. . Xero partners closely with Stripe to power invoice payments and help businesses get paid faster. 1 Source: [link].

XERO 246

XERO Invoicing Reconciling Invoice Processing 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 243

XERO Invoicing Reconciling Tax 243

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 245

XERO Reconciling Bookkeeping Billing 245

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.

XERO 244

XERO Payroll Reconciling Customer Service 244

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.

Bank Reconciliation 290

Bank Reconciliation XERO Reconciling Accounting 290

Xero

SEPTEMBER 25, 2023

Manually setting up direct debits, chasing payers and reconciling payments across multiple systems is time-consuming. That’s why they can make a huge time saving by maximising use of the Xero App Store and integrating payments into their operations. They integrated GoCardless through their Xero account.

XERO 264

XERO Reconciling Accounting Accounting 264

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.

Bank Reconciliation 238

Bank Reconciliation XERO Reconciling Data Entry 238

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

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.

XERO 279

XERO Data Entry Invoicing Reconciling 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.

Payroll 244

Payroll XERO Reconciling Tax 244

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

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.

XERO 52

XERO Invoicing Bookkeeping Collections 52

Xero

OCTOBER 24, 2023

Consider running reports for the sales period in Xero–for example, a report that shows your sales by product for a selected date range. It’s also important to check that your Xero transactions, accounts and inventory levels are fully updated and reconciled prior to the sale.

XERO 290

XERO Data Entry Reconciling Bookkeeping 290

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 208

XERO Data Entry Bank Reconciliation Reconciling 208

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.

Billing 223

Billing XERO Reconciling Financial Operations 223

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 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 244

XERO Reconciling Bookkeeping Tax 244

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?

XERO 217

XERO Collections Billing Accounts Payable 217

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.

XERO 246

XERO QuickBooks Billing Reconciling 246

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. .

XERO 246

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 23, 2024

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. Find out more about how you can make the most of GoCardless and Xero. Check out GoCardless on the Xero App Store.

XERO 208

XERO Invoicing Collections Reconciling 208

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.

Payroll 246

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.

XERO 279

XERO Reconciling Computation Billing 279

Xero

SEPTEMBER 8, 2022

Here, Marykate tells us about her journey from hair salon owner to founding her own bookkeeping business, and how Xero is helping DS Business Support best serve its clients. After a meeting with a local accountant, GD Matthews, the conversation turned to Xero. “My I’m looking forward to using Xero’s MTD for ITSA feature.”.

Bookkeeping 246

Bookkeeping XERO Reconciling Budgeting 246

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.

XERO 245

XERO Bank Reconciliation Reconciling Accounting 245

Xero

SEPTEMBER 21, 2022

We spoke with Levi and Teddie about the PerfectTed journey so far, and how they’re using Xero to bring matcha energy to the masses. . Growing with Xero. We started working with a bookkeeper (shoutout to Kaj), who recommended Xero – we signed up, played with it, and now we’re obsessed with the platform.” . Getting started.

XERO 223

XERO Reconciling Invoicing Bookkeeping 223

Accounting Today

MARCH 7, 2025

Plus, Xero debuts "reconcile period" feature; EisnerAmper appoints David Frigeri as chief artificial intelligence officer; and other accounting tech news.

Reconciling 130

Reconciling XERO Accounting Accounting 130

Xero

APRIL 16, 2023

It was all paper and PDF based, so he was constantly falling into the trap of forgetting things, paying suppliers late, and trying to reconcile the numbers after a long day’s grind. The post What the future could bring for e-invoicing appeared first on Xero Blog. Before this, JB was managing his own bookkeeping.

Invoicing 278

Invoicing XERO Reconciling Invoice Processing 278

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

Intuit

SEPTEMBER 9, 2024

Proficient in QuickBooks, Microsoft Office suite (Word, Excel, Access), and Xero. Reconciled bank statements monthly, maintaining accurate financial records. Implemented new accounting software (Xero) for increased efficiency and data accessibility. Created and maintained spreadsheets for tracking key financial data.

Bookkeeping 246

Bookkeeping Bank Reconciliation QuickBooks Certified Bookkeeper 246

Xero

JANUARY 14, 2025

For small businesses, this could mean AI is embedded in their accounting software, automatically reconciling transactions or flagging anomalies in real time, without requiring direct input. The post From hype to habit: Where AI is headed in 2025 appeared first on Xero Blog.

Reconciling 245

Reconciling Computation XERO Customer Service 245

Nanonets

DECEMBER 29, 2023

Xero is cloud-based, SaaS accounting software for small business customers located in many countries. The Xero company, founded in 2006, is New Zealand-based. Xero’s software handles accounts payable as a traditional system requiring manual data entry. The maximum email size is 25MB.

Accounts Payable 59

Accounts Payable Accounts Payable XERO Data Entry 59

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.

XERO 52

XERO Invoicing AR AP 52