Xero

JUNE 30, 2022

Automatically add Xero contacts in Hubdoc — Global. When Hubdoc publishes a document to Xero, it requires a contact name. Previously, you had to manually search and attach a contact for any new suppliers in Hubdoc. Transactions by contact. This automates more manual tasks, giving you back more time in your day.

XERO 244

XERO General Ledger Bank Reconciliation Tax 244

Xero

OCTOBER 31, 2022

To make the switch, just click the link at the bottom of any classic invoice page and your invoices will be created using new invoicing. We want to help you save time, with features that give you more efficient workflows and reduce the time it takes to get paid: Add contact information directly within the invoice.

Invoicing 234

Invoicing XERO Tax Auditing 234

Xero

FEBRUARY 28, 2023

Add and edit notes to a contact You can now add and edit notes to a contact. This can be done through the add/edit page in Contacts. The note will be displayed on the contacts overview page. New customers default to new invoicing New Xero customers will now be directed to new invoicing as their default experience.

XERO 209

XERO Payroll Invoicing Tax 209

Xero

MARCH 7, 2023

With new invoicing, there’s no need to worry about losing your work while multitasking. As long as you’ve added a contact to an invoice, your work will automatically save every few seconds. You can add new contacts and inventory items on the fly New invoicing allows you to add a new customer or inventory item from within an invoice.

Invoicing 255

Invoicing XERO Accounting Software Accounting 255

Xero

AUGUST 22, 2023

In the coming months, we’ll also be enhancing the way we use AI in bank reconciliation, to populate new contacts that aren’t already in your clients’ contact lists. But we’re about to pilot a large language model — similar to the one ChatGPT uses — to surface the best answer from across all of our content in Xero Central.

Bank Reconciliation 215

Bank Reconciliation XERO Data Entry Payroll 215

Xero

MAY 24, 2023

Let us know in the comments section. Note to self: keep track of contacts with the free text field From working with customers and suppliers to vendors and advisors, it’s easy to lose track of action items, IOUs, follow-ups and all sorts of details – especially when tying up loose ends in June. What Xero tip would you add to this list?

XERO 222

XERO Bank Reconciliation Data Entry Reconciling 222

Counto

APRIL 21, 2024

Our new AI system uses several smart AI agents that work together seamlessly. It’s about making your day-to-day smoother and less of a headache. To learn more, speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form.

Corporation Tax 84

Corporation Tax Budgeting Tax Bookkeeping 84

Xero

AUGUST 30, 2023

Complete the short application form, which requires your contact information, details about your business, as well as what category you are applying for. Tell us about yourself and how you got into business. We’d love to learn more about you as a business owner and your own business founding story.

XERO 237

XERO Bookkeeping Accounting Accounting 237

Xero

JUNE 18, 2023

One of the most common requests we’ve received in Xero Product Ideas is the ability to reuse contacts across multiple clients in XPM. We’re excited that this is now available and appreciate the feedback that allowed us to deliver this value. This often resulted in duplicates, especially for those using XPM.

XERO 193

XERO Reconciling Bookkeeping Tax 193

Counto

MAY 9, 2024

Notify Relevant Stakeholders About Your Address Change Beyond updating ACRA and IRAS: Inform other government bodies like the Ministry of Manpower (MOM) and CPF Board. To learn more, speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form.

Tax 95

Tax Accounting Accounting 95

Xero

MARCH 26, 2023

Believe it or not, the term ‘artificial intelligence’ has been with us since as far back as 1955, when a number of academics and professionals in the field of technology first proposed a study of the term. Working with AI Just because something is available to use, doesn’t necessarily mean you should use it.

XERO 273

XERO Reconciling Computation Billing 273

Xero

OCTOBER 3, 2022

After a successful pilot adding a chart in the Expenses by Contact report, we’ve now added this chart to the Income by Contact report for all customers globally. Manage POs and contacts in the Xero Accounting app — Global. View US dates in new invoicing — US. Understand your document packs usage — Global.

XERO 220

XERO Purchase Order Payroll Tax 220

Cevinio

NOVEMBER 7, 2023

On-demand product demo: Join us for an interactive and engaging product demo that will give you an in-depth look at how processing invoices with Cevinio AP Automation software works. Seize this opportunity to learn about the available features in the market and ask any questions you may have. Do you have any questions?

AP 100

AP Invoice Processing Accounts Payable Accounts Payable 100

Xero

APRIL 10, 2023

Like many of the changes we’ve rolled out across our platform lately, this is part of our commitment to ‘ Building on Beautiful ’ — which is about continuously making changes in Xero so we can stay ahead of the latest technologies, standards and ways of working in your business or practice.

XERO 255

XERO Purchase Order Payroll Invoicing 255

Xero

NOVEMBER 30, 2022

We’ve released a new 2022 Schedule C report template for advisors in the US. We’re making design improvements to the groups feature on the ‘All contacts’ page in contacts. The invoice list in the Xero Accounting app (Android only) is being refreshed, making it easier for you to view and find information about your business.

XERO 201

XERO Payroll Bank Reconciliation Tax 201

Xero

NOVEMBER 30, 2022

This includes your contacts, your inventory items, and accounts in your Chart of Accounts. Any transactions using those contacts, inventory items or accounts will continue to default to 7% unless you update them. The button will help you update the GST rate on your contacts, inventory items and accounts.

XERO 173

XERO Bank Reconciliation Billing Invoicing 173

Xero

OCTOBER 1, 2023

Even if you feel pretty confident about your security processes, it’s worth reviewing the basics. It’s about taking a layered approach, to make sure you have broad protection against a range of threats. If you’re not sure where to start, here are some strategies you can use to improve your business’ resilience to cybercrime.

XERO 276

XERO Collections Invoicing Accounting 276

Xero

NOVEMBER 17, 2022

This is where PR Dispatch comes in – a platform that combines media contacts and DIY learning, giving small businesses everything they need to promote their brand and get great press in a way that’s affordable. . I started with no experience, and often wondered about small business owners in the same boat. Starting small.

XERO 181

XERO Budgeting Accounting Accounting 181

Xero

JANUARY 31, 2023

We spoke with Hayden about his experience of switching from classic to new invoicing. Battling invoices and chasing payments while juggling tax and VAT obligations isn’t always a good use of a small business owner’s time, so we’ll do that for them using Xero,” he explains. I like the layout of it.

Invoicing 195

Invoicing XERO Auditing Tax 195

Xero

OCTOBER 31, 2022

Read on for more details about these and other product updates in Xero. You can also switch between a bar chart, treemap chart or donut chart in the Expenses by Contact and Income by Contact reports. The presentation of tracking columns has been improved in new reports where ‘follow report date’ range is used.

XERO 243

XERO Payroll Tax Invoicing 243

Compleatable

MARCH 15, 2023

We need to collect and store personal data in order for us to provide you with services or information about our services when you request it. We need to collect personal data in order to contact our customers and prospective customers, to provide specific service and support solutions and the operate our business.

Collections 100

Collections Budgeting Billing Auditing 100

Gaviti

SEPTEMBER 6, 2023

Want to learn more about Gaviti Cash Application? Want to learn more about Gaviti Credit Application Management? To learn more about these enhancements and how they can transform your business, contact your customer success manager or email us at info@gaviti.com.

Accounts Receivable 98

Accounts Receivable Accounts Receivable Account Receivables Accounts Payable 98

Xero

SEPTEMBER 1, 2022

We’re extending our US pilot that includes a chart in the Expenses by Contact report, to all customers globally in the weeks ahead. We’ve added ‘Credit Limit’ and ‘Available Credit’ as optional fields in the Aged Receivables Summary report, in addition to a new common format in the side panel (US only).

XERO 210

XERO Payroll Data Entry Tax 210

Counto

MAY 4, 2024

Learn more about our accounting services here. Benefits of Halal Certification Global Market Access: Tap into an expanding Halal market worth over US$2.1 To learn more, speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form.

Corporation Tax 97

Corporation Tax Auditing Bookkeeping Computation 97

Xero

NOVEMBER 30, 2022

Not only have I been able to share the amazing work Xero is doing with our partners, but also get great insights into how the broader ecosystem community thinks about the value of partnerships. That aligns with how we think about the future at Xero and the growth of our platform. Thanks to HubSpot for getting us involved.

XERO 231

XERO Invoicing Accounting Accounting 231

Counto

MAY 4, 2024

Contact Manufacturers Directly: Reach out to manufacturers or food distributors to inquire about their wholesale suppliers. Discover more about our cost-effective incorporation packages here. Speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form.

Auditing 52

Auditing Tax 52

Counto

MAY 23, 2024

Our commitment to owning our entire technology stack positions us uniquely to adapt and lead in this new era. This approach enables us to deliver higher value to our clients by offering more efficient, accurate, and cost-effective solutions. At Counto, we are at the forefront of this transformation.

Corporation Tax 52

Corporation Tax Payroll Bookkeeping Tax 52

Counto

APRIL 10, 2024

Startup Tax Exemptions: Unlocking Savings with Expert Strategies and Real Examples At Counto, we’re not just about numbers; we’re about making the complex world of taxes simpler for you. To learn more, speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form.

Tax 98

Tax Corporation Tax Bookkeeping Accounting 98

Xero

JULY 5, 2022

So I’m excited to share that we’ve just released the beta version of a new bank statement extraction feature in Hubdoc that will be gradually rolled out over the next few weeks in the US and Canada (keep an eye out for the new tab in your document upload window). Try the beta version of bank statement extraction in US and Canada.

XERO 256

XERO Bank Reconciliation Data Entry QuickBooks 256

SSI Healthcare Rev Cycle Solutions

OCTOBER 30, 2023

You converse with real, seasoned professionals who are based entirely in the US. We switched to SSI because we needed a better product that would do reconciliation for us and capture our 277 rejections. This reluctance often stems from concerns about data loss, downtime, and the burden of retraining staff. The result?

Revenue Cycle Management 97

Revenue Cycle Management Revenue Cycle Billing Customer Service 97

Xero

AUGUST 24, 2022

Helping you navigate sales tax in the US. 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. Speeding up workflows with automation.

XERO 187

XERO Reconciling Bank Reconciliation Tax 187

Counto

APRIL 21, 2024

Setting Clear Expectations Clear communication about the expected work deliverables and performance evaluations is crucial. Speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form. Proactive Steps to Implement Flexible Work Arrangements 1.

Billing 97

Billing Tax Accounting Accounting 97

SSI Healthcare Rev Cycle Solutions

NOVEMBER 10, 2022

SSI is a leading provider of revenue cycle management solutions trusted by over 30% of all US hospitals. To learn more about SSI’s solutions for Oracle Cerner clients, contact us or request a demo. Contact Us. Request Demo What are you looking for? RCM denial management (3). revenue cycle (7). Get Started.

Revenue Cycle 92

Revenue Cycle Revenue Cycle Management Billing 92

Xero

OCTOBER 13, 2022

The recognition in these areas is so important to us as a business. This recognition pushes us to keep improving, and most importantly, to keep listening to and learning from our employees. If you’re thinking about your next job move or are just starting out in your career, we’d love to talk to you.

XERO 174

XERO 174

Counto

FEBRUARY 3, 2024

If you’re uncertain about a client’s trustworthiness, consider waiting to receive payment before delivering your products or services. Step 3: Maintain Effective Communication Send invoices promptly after delivering goods or services and keep in regular contact with your clients.

AR 52

AR Invoicing Collections Financial Operations 52

Counto

JANUARY 9, 2024

You will need your UEN and must provide details of a primary and secondary contact person who will receive official correspondence from the Singapore Customs. This portal also provides information on the relevant agency overseeing controlled goods, allowing you to inquire further about specific requirements.

Tax 52

Tax Accounting Accounting 52

Counto

FEBRUARY 18, 2024

Differentiating Credentials Bookkeepers : Typically do not require formal education but need to be knowledgeable about financial topics. Speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form. Discover a smarter way to outsource your accounting with confidence.

Bookkeeping 52

Bookkeeping Financial Analysis Financial Records Accounting 52