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Introducing Xero Simple, a plan to support you with Making Tax Digital for Income Tax

Xero

Introducing Xero Simple To support you and your clients with MTD for IT, were evolving our non-VAT Xero Cashbook plan into Xero Simple.* Xero Simple is a new plan that has been packed with new features to support you, and your sole trader and landlord clients, with the next wave of MTD for IT and digital transformation. .*

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Using Caseware and Wagepoint to streamline your EOFY

Xero

We’re excited to share some new apps in the Xero App Store : Caseware and Wagepoint. These apps bring key capabilities into the Xero platform, to simplify your year-end workflows, payroll and compliance. The post Using Caseware and Wagepoint to streamline your EOFY appeared first on Xero Blog.

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A new partnership with BMO to streamline bank reconciliation

Xero

The ability to connect your bank account to Xero is one of our most loved features and a core part of our vision to automate routine tasks. It’s designed to help your bank transactions flow securely into Xero, so you can save time on bank reconciliation and have better visibility of your cash flow.

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A sneak peek into what’s next for reports in Xero

Xero

If you have a Xero Premium plan and have added a foreign currency to your settings page, then you can jump in and give it a go. We urge you to start using new reports now , so you have plenty of time to get used to them before the older versions are retired.

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Four ways to get your banking data into Xero

Xero

One of your most important accounting jobs — bank reconciliation — relies heavily on getting accurate banking data into Xero. Yet entering bank transactions manually is often time-consuming and error-prone. Our new partnership with Yodlee gives Xero access to the feeds they have available.

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Close your books with confidence: Introducing reconcile period in Xero

Xero

Coming off the year of the US bank feed , Im excited to share that we’re releasing the eagerly anticipated reconcile period feature in bank reconciliation. Now, with reconcile period, you can compare your bank transactions and accounting on a monthly basis, and keep a report of the close-out for governance purposes.

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A new Xero dashboard to elevate your advisory services

Xero

As a busy accountant or bookkeeper, we know you don’t always have time to go through each client’s books to proactively identify issues or opportunities. The dashboard will be available to all Xero partners globally, and rolled out over the next couple of weeks.

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