Xero

FEBRUARY 26, 2025

Youll get all the great features you already love, plus new tools like invoicing, Hubdoc and MTD for IT submissions (beta, subject to registration and eligibility), all at no additional cost. And make sure you sign-up for one our MTD for IT and Xero Simple sneak peak webinars here. Whats next?

XERO 244

XERO Tax Bank Reconciliation Bookkeeping 244

Xero

NOVEMBER 2, 2022

You can also find guides on Getting your invoices paid faster , Staying on top of your cash flow , Reconcile bank accounts easily in Xero and Creating professional invoices with ease , with more topics to come. . You may prefer to learn how to set up your small business in Xero through interactive webinars.

XERO 264

XERO Bank Reconciliation Data Entry Reconciling 264

Xero

MAY 24, 2023

Finalise bank recs faster with automatic refresh As any small business owner knows, bank reconciliation (the process of confirming all transactions in your bank accounts are recorded in your business accounting records) is one of those tasks you need to stay on top of. What Xero tip would you add to this list?

XERO 278

XERO Bank Reconciliation Data Entry Reconciling 278

Xero

NOVEMBER 30, 2022

Here are some places where the old rate may still appear and need to be updated by you: invoices and bills. bank reconciliation. automated bank rules. repeating invoice templates (especially those set to ‘Approve to send’) and repeating bill templates.

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XERO Bank Reconciliation Billing Invoicing 246

Cloud Accounting Podcast

AUGUST 3, 2020

Well, it means that you could use the smart lists, which allow you to create dynamic lists of customers and contacts, and then trigger email sends in Mailchimp, based on stuff like overdue invoices, and payment confirmations. I guess it's a simpler way, rather than sending an invoice, you just send them a link, then they can purchase.

QuickBooks 40

QuickBooks XERO Bookkeeping Payroll 40

Cloud Accounting Podcast

SEPTEMBER 22, 2020

You could only do one invoice a month or something. That allowed for unlimited bank recs, but didn't have invoicing or bills, but it was good for write-up work. No limit on bank recs and they've expanded the number of invoices you can send from five to 20, and it includes Hubdoc. Accountants would never use it.

QuickBooks 40

QuickBooks XERO Payroll Deposits 40

Cloud Accounting Podcast

AUGUST 25, 2020

Consolidating multiple invoices. Now, instead of creating a separate invoice for every order in NetSuite - and orders and invoices are a separate concept - you can group multiple orders into a single invoice for your customer to pay. [00:09:22] Automated matching transactions from bank statements.

Accounting 40

Accounting Accounting QuickBooks XERO 40