Xero

APRIL 13, 2023

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. Check out our reporting playlist on YouTube , visit the tips and tricks panel in our most used reports, or reach out to the team at Xero Central if you need support.

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Xero

JANUARY 12, 2023

At Xero, our aim is to make life easier for accountants, bookkeepers and small businesses. And we understand that there’s a lot to get your head around, so we’ve shared three key facts about Xero that both new and experienced accounting and bookkeeping users may not have realised.

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XERO Bookkeeping Reconciling Invoicing 55

Xero

DECEMBER 1, 2022

Set up foreign exchange bank accounts and bank feeds. By connecting your Xero account to Airwallex , you can extend these capabilities further. . “If Airwallex features include: Global accounts . Open 11 foreign currency accounts for free online, with no need to visit a bank. Xero and Airwallex: a perfect pairing.

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XERO Reconciling Purchase Order Invoicing 264

Xero

MAY 16, 2023

This EOFY in Xero Payroll will be slightly different than previous years. Check your employees’ records As part of STP Phase 2, there are key compliance requirements that affect the way employees are set up in Xero. Learn more about updating your employees for STP Phase 2 in Xero Central.

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XERO Payroll General Ledger Reconciling 55

Xero

NOVEMBER 2, 2022

We know it’s not enough to just create really #beautiful accounting software – we also need to teach you to use it. Spending time educating yourself on Xero can help you get time back once you’ve built up your confidence. . You probably know by now that when you have a question about Xero, Xero Central is your first stop.

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XERO Bank Reconciliation Data Entry Reconciling 264

Xero

MAY 24, 2023

It’s often said that (almost) no one goes into business to do their own accounting. 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? Let us know in the comments section.

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XERO Bank Reconciliation Data Entry Reconciling 278

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.

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Payroll XERO Tax Reconciling 264

Xero

MARCH 1, 2023

I’m delighted to announce that Xero has partnered with Parolla , to offer Xero accounting and bookkeeping partners and small business customers a free VAT solution, enabling you to easily prepare and generate revenue-compliant VAT3 returns for direct upload to Revenue Online Services (ROS).

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XERO Bookkeeping Reconciling Account Bookkeeping 279

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].

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XERO Invoicing Invoice Processing Reconciling 262

Xero

JUNE 1, 2022

Xero continues to grow in the US and Canada, and it’s important that we continue to seek feedback from our partners and advisors on how best to meet their needs. We recently hosted our US Xero Partner Advisory Council (XPAC) meeting in Denver to hear from our valued accounting and bookkeeping partners about what matters most to them.

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XERO Bookkeeping Reconciling CPA 246

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.

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XERO Payroll General Ledger Reconciling 264

Xero

SEPTEMBER 25, 2023

PayTo requires customers to verify themselves using their bank account so that we can quickly assess that they are who they claim to be. Those that appear risky will then be asked to verify that they own the bank account they’re trying to pay with. They integrated GoCardless through their Xero account.

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XERO Reconciling Accounting Accounting 264

Xero

AUGUST 21, 2023

This year’s US Roadshows were nothing short of inspiring, with accounting, bookkeeping and app partners showing up from all over the country to attend our events in Austin, Atlanta and Los Angeles. Over time, we plan to expand this functionality across other areas of Xero.

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XERO Invoicing Reconciling Bookkeeping 246

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. Here are our latest updates and what they mean for accountants and bookkeepers in Australia and New Zealand. If you offboard a client, they’ll be archived in both lists.

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XERO Reconciling Bookkeeping Billing 246

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.

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XERO Payroll Reconciling Customer Service 246

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.

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Bank Reconciliation XERO Reconciling Accounting 290

Xero

OCTOBER 16, 2022

Last year, we reached a significant milestone in our data journey when we built machine learning algorithms that worked to accurately predict your transactions’ contact and account codes. That is, by using the learnings of millions of past reconciled transactions. . But that benefit extends to customers new to Xero, too. .

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Bank Reconciliation XERO Reconciling Data Entry 246

Xero

AUGUST 24, 2022

It was the perfect location to reconnect with our valued accounting and bookkeeping partners, and share some exciting plans for new tools and features designed to make inventory management, bank reconciliation and tax management simpler and more seamless. Syncing BMO transactions to your Xero account.

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XERO Reconciling Bank Reconciliation Data Entry 263

Xero

NOVEMBER 19, 2024

Gone are the days of manually comparing bank statements with accounting records. 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. Bank feeds reduce manual admin and automate data entry.

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XERO Data Entry Bank Reconciliation Reconciling 238

Xero

JUNE 25, 2025

From managing patient bookings and rostering staff to invoicing and reconciling payments, smart digital tools and software are giving healthcare providers the freedom to focus on delivering high-quality care while staying financially healthy and compliant at the same time. Thankfully, automation is changing that.

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XERO Payroll Reconciling Invoicing 130

Xero

AUGUST 7, 2024

And this year, we’re proud to have filled our exhibitor floor with some of the best and most loved apps for accountants, bookkeepers and small business owners alike. 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?

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XERO Collections Accounts Payable Accounts Payable 241

Xero

DECEMBER 17, 2023

Twice a year, our teams at Xero are invited to take part in a hackathon week. A staggering 670 Xeros and 127 teams around the world registered to participate, highlighting the widespread engagement within our talented community. Participants are encouraged to think outside their comfort zone and area of expertise.

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XERO Bank Reconciliation Tax Invoicing 272

Xero

OCTOBER 24, 2023

This guest blog was written by the team at ecommerce accounting integration, Amaka. Proper preparation as a business owner or an accountant with e-commerce clients can help maximise Cyber Monday success. In fact, we’ve seen Amaka’s accounting integrations saving businesses around 12 hours of manual work monthly.

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XERO Data Entry Reconciling Bookkeeping 290

Xero

SEPTEMBER 7, 2022

None more so than you all — our valued accounting and bookkeeping partners — who have helped your clients navigate a digital acceleration and shift their business models to survive (and thrive). . Simplifying people processes with Xero and Planday. We were excited to launch a new beta trial of Xero Payroll plus Planday at Xerocon.

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XERO Payroll General Ledger Bank Reconciliation 264

Xero

SEPTEMBER 1, 2022

When you’re at Xerocon Sydney on 7 and 8 September, please take the chance to find out about some of the best and most loved apps, tools and services from across the accounting and small business industries. This year, more than 70 cutting edge app partners from the Xero App Store will be exhibiting at Xerocon Sydney. GoCardless.

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XERO Invoicing Bookkeeping Collections 52

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.

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Payroll XERO Reconciling Tax 246

Xero

APRIL 16, 2023

Keeping on top of cash flow anywhere, anytime Growing up in an entrepreneurial household, Johnno has always understood the value an accountant and bookkeeper can bring to a small business. Right from the get-go, Olivia set Johnno up with Xero to tackle everything from quotes and invoices to schedules and client management.

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XERO Invoicing Data Entry Reconciling 279

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.

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XERO Tax Reconciling Accounting 264

Xero

APRIL 4, 2023

This has included their accounting systems and the interconnected apps that manage their ecommerce, logistics and inventory challenges – such as reconciling sales across multiple vendors. They chose Xero and ecommerce specialist Synder to do the job. Check out Synder on the Xero App Store here.

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XERO Data Entry Reconciling Collections 279

Xero

JULY 23, 2024

Customers can feel frustrated by constant reminders to make a payment which may have failed accidentally, perhaps due to an expired card, or perhaps payment has been made but the business can’t see the funds in their account yet. Find out more about how you can make the most of GoCardless and Xero.

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XERO Invoicing Collections Reconciling 238

Xero

JUNE 7, 2022

Take our word for it; a trusted accountant or bookkeeper will become your best friend at tax time. Reconcile, and reconcile again . Accounting software like Xero can streamline everything from income and expenses to assets and liabilities. . Thankfully, there’s a way to make sense of it all. Automate them.

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Reconciling XERO Tax Bookkeeping 264

Xero

NOVEMBER 14, 2022

If you’re an accountant or bookkeeper, you’ll know that having consistent information across your practice management tools is vital. 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. What’s changing in XPM and Xero HQ.

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XERO Reconciling Bookkeeping Tax 246

Xero

APRIL 16, 2025

Yet we know small businesses, accountants and bookkeepers face friction when it comes to paying bills, in fact over half of small businesses are spending more than four hours each month managing accounts payable. The post UK online bill payments are going global appeared first on Xero Blog.

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Billing XERO Reconciling Small Business Accounting 225

Xero

JULY 28, 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 London , one of the most anticipated events on the calendar for cloud accounting leaders.

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XERO Bookkeeping Reconciling Collections 264

Xero

NOVEMBER 30, 2022

You can now add a Cash Summary report and Executive Summary to report templates in Xero HQ. When you select the figures in the ‘This month’ column on your accounts watchlist on the Xero dashboard, you’ll now be taken to the new version of the Account Transactions report. Other new features in Xero.

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XERO Payroll Bank Reconciliation Invoicing 246

Xero

DECEMBER 7, 2022

eInvoicing is a new way to send and receive invoices electronically directly between accounting systems. 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! Telstra, Woolworths, Officeworks) sent invoices directly to their accounting systems.

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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.

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XERO Bank Reconciliation Invoicing Collections 246