Xero

SEPTEMBER 1, 2022

It offers an easy-to-access audit trail of changes made within Xero by a small business owner, advisor or app partner. We’ve removed the option to download the ‘TPP CSV’ and moved the ‘view payrun’ functionality to the overflow menu. One of our most highly requested product updates is now live in Xero Payroll: payroll history.

XERO 264

XERO Payroll Data Entry Tax 264

AvidXchange

DECEMBER 20, 2024

Audit Preparation AP automation can offer a digital audit trail of payments, providing easy access to records in case of an audit. Download Now Download Our Free 2025 Trends Report Now The post 1099 Reporting Simplified with AP Automation appeared first on AvidXchange.

AP 52

AP Data Entry Accounts Payable Accounts Payable 52

Earmark Accounting Podcast

MARCH 28, 2025

What if the numbers we use to measure audit quality are fundamentally flawed? PCAOB Board Member Christina Ho reveals why the headline-grabbing 46% deficiency rate in public company audits deserves serious scrutiny. She also shares her experience of being publicly criticized by Senator Elizabeth Warren for challenging the status quo.

Auditing 40

Auditing CPA Accounting Accounting 40

Earmark Accounting Podcast

FEBRUARY 22, 2024

Rob Valdez joins Blake to discuss how artificial intelligence and generative chatbots like ChatGPT could automate routine audit tasks. Sponsor ShareFile - [link] Chapters (00:53) - Rob Valdez Joins the Show to Talk About AI (02:27) - What Does Rob Do and What Is His Background? (03:35)

Auditing 59

Auditing Financial Statements CPA 59

Xero

OCTOBER 3, 2022

made changes to the audit report, so transactions associated with unmapped tax rates are grouped for easy identification. This secure e-signing solution allows clients to easily view, download, electronically sign and return documents to their accountant or bookkeeper — all within Xero. Our feed for Bank of Ireland will follow soon.

XERO 264

XERO Purchase Order Payroll Tax 264

Earmark Accounting Podcast

APRIL 8, 2024

Audit is at a crossroads. Join Alan Anderson and Blake Oliver as they tackle pressing questions on audit's failure to innovate and chart a new direction focused on value-added assurance. Discover what’s at stake if audit no longer matters and how leadership today can write a better tomorrow. How can assurance stay relevant?

Auditing 45

Auditing CPA 45

Accounting Tools

APRIL 23, 2023

Related Courses Guide to Audit Working Papers How to Conduct a Review Engagement How to Conduct an Audit Engagement What is a Paperless Audit? A paperless audit is when an auditor accesses the electronic records of a client in order to conduct an audit. Travel costs. Turnaround time. Workflow management.

Auditing 40

Auditing Financial Statements Computation Financial Records 40

Counto

APRIL 26, 2025

This is essential for payroll decisions, audits, or just having records on hand. Customisable Rating Scales Make sure you can define your own criteria whether its a 3-point scale, 5-point, or something more role-specific. Documentation & Exportability Reviews should be exportable to PDF or CSV.

Payroll 52

Payroll Deposits Auditing Budgeting 52

Blake Oliver

MARCH 8, 2024

55:35) - Exploring AI in Accounting: The Future is Now (57:38) - Where to Reach Kendale Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Our Guest, Kendale King LinkedIn: [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link]

CPA 69

CPA Accounting Accounting Auditing 69

Cloud Accounting Podcast

JANUARY 19, 2024

They also examine the UK Post Office scandal that led to hundreds of criminal convictions of postmasters, as well as Deloitte's recent massive audit failures, and the impacts of the talent shortage illustrated by delayed government audits in Wyoming. All this and more, right here, right now! All this and more, right here, right now!

CPA 64

CPA Auditing Computation Accounting Software 64

Nanonets

MAY 23, 2025

Many businesses waste hours manually downloading attachments from emails, sorting through different formats, and typing data into QuickBooks. Automated document processing Automated email import workflow Getting invoices and purchase orders into your accounting system is often the first bottleneck.

QuickBooks 52

QuickBooks Invoicing AP Purchase Order 52

LedgerDocs

JULY 25, 2023

Below are some of the main benefits of implementing this automation into your workflow: Time Efficient Bookkeeping Manually logging into various banking platforms, downloading bank statements, and reconciling the transactions one by one, can quickly become very time-consuming.

Data Entry 96

Data Entry Bookkeeping Reconciling Financial Records 96

Invoicera

NOVEMBER 14, 2024

Client Portal with Secure Access Financial services clients appreciate transparency, so why not let them view their invoices, make payments, or download reports themselves? Designed with RIA compliance in mind, AdvicePay meets regulatory needs, so you stay audit-ready.

Financial Services 52

Financial Services Invoicing Billing Financial Reporting 52

Nanonets

MAY 22, 2025

The system also maintains a complete audit trail of all matches and exceptions, making it easier to track issues and demonstrate compliance during audits. It can reduce processing time, save time, reduce error rates, and dedicate more time to exception handling.

AP 52

AP Invoicing Billing Invoice Processing 52

Future Firm

SEPTEMBER 6, 2023

Besides the usual shared mailboxes, group collaboration, and file-sharing features, you’ll also get: Support for 30+ file types Upload speeds up to 150Mbps Switch between mailboxes without leaving your account Every subscriber of TitanFile is equipped with access to an audit log, which records their account activity.

Accounting 98

Accounting Accounting Accounting Software Collections 98

Nanonets

APRIL 10, 2023

Nanonets PDF to Excel converter is an online tool that allows you to convert your PDF files to Excel format without downloading or installing any software. After a few seconds, your Excel file will be automatically downloaded. Luckily, Nanonets’ PDF to Excel tool is here to help you do just that for free and without signing up.

Auditing 52

Auditing 52

Earmark Accounting Podcast

APRIL 22, 2024

(This episode originally aired on April 9, 2024 on Earmark Webinars+) Sponsor ShareFile - [link] Chapters (01:11) - Exploring the CPA Identity Crisis (03:10) - Challenges in the CPA Profession: Enrollment Decline and Talent Shortage (05:19) - Rethinking Education and Work Experience in Accounting (08:16) - The Future of Accounting: Automation, Advisory (..)

CPA 45

CPA Auditing Accounting Accounting 45

Jetpack Workflow

APRIL 10, 2025

Jetpack Workflow has a series of 32 accounting workflow templates available to download for free. Free Accounting Workflow Templates You could start building your workflow system from scratch (you probably already have a basic system for tracking tasks) but theres no reason to reinvent the wheel.

Accounting 52

Accounting Accounting Bookkeeping Financial Statements 52

IMA's Count Me

SEPTEMBER 13, 2020

In this episode, he talks with my co-host Mitch, about how a background in audit lends itself nicely to forensic accounting and business valuations. Mitch: (02:10) So how exactly does auditing turn into forensic accounting and your business valuation? And, sometimes that meant just kind of figuring out what the heck happened.

Auditing 40

Auditing General Ledger Accounting Accounting 40

Earmark Accounting Podcast

MARCH 29, 2023

25:28) - Does you firm do audits? (26:17) Tune in to hear insights into alternative paths for CPAs and how the industry can work towards creating a more sustainable and fulfilling workplace culture. (00:00) 26:17) - Why did you decide to make your firm a CPA firm? (28:33) 28:33) - What things have you had to go through as a CPA firm?

CPA 52

CPA Auditing Accounting Accounting 52

AvidXchange

AUGUST 8, 2022

DOWNLOAD EBOOK DOWNLOAD our eBook "Next-Level Nonprofits: Using Digital Tools to Amplify Your Mission" The post How Nonprofits Can Benefit From Purpose-Built Financial Technology appeared first on AvidXchange. Nearly every aspect of nonprofits is touched by the finance department.

AP 52

AP Reconciling AR Accounts Payable 52

Earmark Accounting Podcast

APRIL 13, 2022

Sign up to get free CPE for listening to this podcast [link] Download the Earmark CPE App Apple: [link] Android: [link] Connect with Our Guest, Isaac Heller LinkedIn: [link] Learn more about Trullion [link] Connect with Blake Oliver, CPA LinkedIn: [link] Twitter: [link] Blake talks with Issac Heller about the new lease accounting standards, whether (..)

Accounting 40

Accounting Accounting CPA Auditing 40

Nanonets

APRIL 17, 2023

The tool will automatically download the text file on your desktop. Nanonets is an online OCR software; therefore, you can use all the features from your browser without downloading anything. Let’s see how you can use it.     Go to Nanonets’ PDF to Word converter tool Upload your PDF. Sounds simple, right?

Auditing 52

Auditing Accounting Accounting 52

Earmark Accounting Podcast

FEBRUARY 3, 2022

One of the biggest stablecoin issuers, Tether, has never been audited. dollar - in theory - but that has never really been tested. dollar - in theory - but that has never really been tested. Dr. Sean Stein Smith joins the show to discuss Tether, the risks of unregulated stablecoins, and what accountants need to know.

CPA 40

CPA Auditing Accounting Accounting 40

Earmark Accounting Podcast

FEBRUARY 23, 2022

How will the audit be impacted by blockchain? And he should know because his company SoftLedger is a cloud-based general ledger that supports cryptocurrency accounting. Listen to earn free CPE as we seek to answer these questions: Why should accountants care about blockchain? What is the future of cryptocurrency? And much, much more.

General Ledger 40

General Ledger Accounting Accounting CPA 40

Jetpack Workflow

DECEMBER 5, 2023

In this article, we’ll describe some scenarios of when an accounting memo is beneficial and provide you with a memo template to download and customize for your own use. Thank you, [Author’s Name] [Title of the Author] [Firm Name] Download this free memo template and customize it for your needs.

Accounting 52

Accounting Accounting Financial Statements Accounting Software 52

AvidXchange

SEPTEMBER 28, 2022

And by having the ability to make cross-border and domestic payments all in one place, AP staff can be aware of the status of payments, payment amounts and payment delivery estimates, ensuring suppliers nearby and abroad have been paid on time, while also helping to prepare for audits.

AP 52

AP Purchase Order Reconciling Accounts Payable 52

Bookkeeping Express

MARCH 1, 2023

Myth: If you file for an extension, you are more likely to be audited. If you are looking for a deduction encouraging an IRS audit, a deduction for gambling losses could be it since many filers abuse it. If you expect a refund, then, of course, the situation is different.

Tax 52

Tax Auditing Accounting Accounting 52

Nanonets

SEPTEMBER 5, 2023

There are always instances when you need to extract specific pages from large PDFs — an expense claim from a bulk download, a page from an academic paper, a table from a lengthy report, or even a recipe from a large cookbook. You don’t need to download or install any software.

Purchase Order 52

Purchase Order Invoicing XERO QuickBooks 52

AvidXchange

NOVEMBER 8, 2023

Audit preparation : Having better data can be useful for auditors looking to pinpoint financial inconsistencies. In the event of an audit, you can rest assured knowing that all of your approved files and documents are organized and secured in one centralized, accessible location. appeared first on AvidXchange.

Accounts Payable 52

Accounts Payable Accounts Payable AP Purchase Order 52

Nanonets

JULY 29, 2024

You can use digital payslips in PDF, JPEG, or PNG formats directly received via email or downloaded from your employee portal. Step 4: Download the data in a new document or set up an approval workflow for further processing. The scanned pay slip should be clear, well-lit, and distortions-free for the conversion to be accurate.

Payroll 52

Payroll Record Keeping Tax Auditing 52

NextProcess

MARCH 8, 2024

Rather than everyone downloading their own copy of the software, they all log into the same system. 4) Reliable Audit Trails A good BPA software system logs documents and transaction processing information automatically. This results in a strong audit trail providing provide detailed records of every transaction in a company.

Purchase Order 52

Purchase Order Data Entry Accounts Payable Accounts Payable 52

AvidXchange

JUNE 28, 2024

Read on for a summary of our findings and learn more about the latest advancements in digital payments and B2B adoption. FREE DOWNLOAD: B2B Payment Trends Guide Goodbye, Paper Checks In the last 20 years, paper checks have gone from one of the most popular payment methods to outdated. and Canada were made by check in 2004.

AP 52

AP Financial Operations Financial Operations Accounting Software 52

Invoicera

NOVEMBER 26, 2024

Features Custom Invoice Templates: Personalize, download, and send free templates tailored to your needs. Customizable Reports : Generate reports for audits, forecasts, and tax prep with a few clicks. Its intuitive interface and customizable templates make billing as smooth as your morning coffee.

Invoicing 40

Invoicing Billing XERO Invoice Processing 40

Nanonets

APRIL 20, 2023

The text fule will be automatically downloaded. Once done, a text file will be automatically downloaded to your computer. Go to Nanonets Image to Text Converter tool. Upload your JPG image by dragging and dropping it into the tool. Wait for some time for the OCR software to work. Now, just copy and paste the text into a new Word file.

Data Entry 52

Data Entry Computation Auditing 52

Jetpack Workflow

MARCH 23, 2023

You’ll also find a free AR ledger template you can download to get you started. The invoice number helps track and separate each invoice and makes auditing and filing taxes easier. Free Accounts Receivable Template You can create your own AR template spreadsheet or download one. It can be a number, letters, or a mix of both.

Accounts Receivable 52

Accounts Receivable Account Receivables Accounts Receivable AR 52

AvidXchange

FEBRUARY 11, 2022

CLICK HERE TO DOWNLOAD THE INFOGRAPHIC This handy guide outlines the six trends expected to impact the way the financial services industry manages its invoices and payments in 2022 and beyond. They may have had strict security structures in place, but lack policies because they have never been red-flagged on an audit.

Financial Services 52

Financial Services Accounts Payable Accounts Payable AP 52