Xero

SEPTEMBER 23, 2024

That’s why we’re thrilled to share that we’ve been testing a new client insights dashboard for advisors, which gives you a snapshot of the financial health of all Xero business edition clients, in one place. The dashboard will be available to all Xero partners globally, and rolled out over the next couple of weeks.

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XERO Bank Reconciliation Accounts Payable Accounts Payable 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). Here’s how it works and how to recognise it when it appears in your bank reconciliation.

Bank Reconciliation 290

Bank Reconciliation XERO Reconciling Accounting 290

Xero

APRIL 11, 2023

Know where your business stands at a glance The Xero Accounting app helps you stay productive while away from the desk, by giving you the key financial information you need on the go. It means you spend less time chasing staff for information, and have the information you need to reimburse expenses and do accurate pay runs.

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XERO Bank Reconciliation Purchase Order Invoicing 279

Xero

NOVEMBER 2, 2022

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. But did you know it’s also your home for proactively learning about Xero? If you’re new to Xero, welcome!

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XERO Bank Reconciliation Data Entry Reconciling 264

Xero

MAY 24, 2023

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? Now, when you complete the transaction details under the ‘Create’ tab, Xero will populate similar transactions with the same information – without needing to refresh your screen.

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XERO Bank Reconciliation Data Entry Reconciling 278

Accounting Today

AUGUST 14, 2024

Diya Jolly, Xero's chief product and technology officer, announced several new products and enhancements for bank reconciliations, payments, compliance and more.

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XERO Bank Reconciliation Tax 200

Xero

NOVEMBER 30, 2022

Here’s what we’re doing to make it easy for you to manage this change in Xero. We’ll make the new 8% rate available in Xero by 9 December 2022. There are a number of areas where you can set default tax rates in Xero. If you have more than one Xero organisation, you’ll need to do this for each one. bank reconciliation.

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XERO Bank Reconciliation Billing Invoicing 246

Xero

JULY 11, 2022

Last year, we announced that we had started upgrading the technology that underpins the Xero platform, so our teams can build new features faster than ever before. Today, we’re excited to share that we’ve hit a significant milestone on that project when it comes to reporting in Xero. Start unlocking more value from your reports.

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XERO General Ledger Financial Analysis Bank Reconciliation 264

Xero

MAY 28, 2025

Once a customer authorises a payment, the corresponding invoice is automatically marked as paid, simplifying bank reconciliation. That’s why we’re investing in innovative solutions like Pay by Bank, alongside other payment methods, to help you receive timely payments with minimal effort.

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Bank Reconciliation XERO Invoicing Collections 130

Insightful Accountant

FEBRUARY 22, 2023

Murph is here to tell you all about a new version of Xero's Bank Reconciliation Report packed with loads of extra features.

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Bank Reconciliation XERO 105

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

AUGUST 22, 2023

Our leadership team — including new Chief Product Officer, Diya Jolly — shared the latest enhancements to our platform that will help accountants and bookkeepers grow their practice, help their clients succeed, and get the most out of Xero. At Xerocon, we announced that we’re conducting two experiments in Xero using generative AI.

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XERO Bank Reconciliation Data Entry Payroll 246

Xero

OCTOBER 16, 2022

Whenever we invest in machine learning, our vision is always to give you more meaningful time back in your day, so we’re thrilled that this work in bank reconciliation has been recognised as a top 10 innovation in the 2022 AFR BOSS Most Innovative Companies list for just that. But that benefit extends to customers new to Xero, too. .

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Bank Reconciliation XERO Reconciling Data Entry 246

Xero

FEBRUARY 28, 2024

We shared a number of product and tech updates at Xero’s Investor Day in Melbourne on how we are bringing new capabilities to help Xero customers run their operations and manage their finances more efficiently. Xero is developing a conversational interface — called Just Ask Xero (JAX) — using powerful GenAI technology.

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XERO Bank Reconciliation Customer Service Computation 264

Xero

MAY 31, 2022

We’ve made a number of enhancements to the Xero platform in the last month, including updates to quotes, reporting, Xero Analytics Plus, WorkflowMax and more. The details will also integrate into Xero, if you use it. Tailor your business snapshot in Xero Analytics Plus — Global. Reimagine your Xero experience — Global.

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XERO Bank Reconciliation Payroll Invoicing 290

Xero

JUNE 30, 2022

If you’re a Xero partner, don’t forget to register for our upcoming quarterly product update , where our education team will walk you through a demo of all the latest releases, so you can maintain your advisor certification. Automatically add Xero contacts in Hubdoc — Global. Reimagine your Xero experience — Global.

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XERO General Ledger Bank Reconciliation Tax 279

Xero

SEPTEMBER 7, 2022

Simplifying people processes with Xero and Planday. We were excited to launch a new beta trial of Xero Payroll plus Planday at Xerocon. We also showcased our recently-added start, end and break times functionality in the Xero Me app. Getting quick access to answers in Xero. Helping your clients avoid the cash flow crunch.

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XERO Payroll General Ledger Bank Reconciliation 264

Xero

NOVEMBER 19, 2024

Bank feeds reduce manual admin and automate data entry. Bank feeds truly unlock the power of Xero for a small business. But misconceptions about bank feeds are still holding some people back from experiencing the benefits. Here, we set the record straight and bust the top three myths about bank feeds.

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XERO Data Entry Bank Reconciliation Reconciling 238

Nanonets

MAY 28, 2025

Xero, one of the leading cloud accounting platforms, has integrated AI features that are streamlining these daily tasks. From their new conversational assistant JAX to automated bank reconciliation, these tools are helping accountants and business owners reclaim time for more valuable work. Let's break them down.

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XERO Invoicing AP Bank Reconciliation 52

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

SEPTEMBER 15, 2024

I thought it might be helpful to share a bit of insight into our journey at Xero and explain how changes like this fit into our bigger plans. Some examples include: Tap to Pay for Australia, an updated tax manager for the UK and a localized bank reconciliation for the US. Thank you for your continued support and partnership.

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Invoicing XERO Bank Reconciliation Payroll 246

Xero

NOVEMBER 30, 2022

Here are the latest features we’ve introduced to new reports: We’re introducing a current financial year by month report as well as a Bank Reconciliation report pack. You can now add a Cash Summary report and Executive Summary to report templates in Xero HQ. Other new features in Xero. Changes to XPM and Xero HQ — Global.

XERO 246

XERO Payroll Bank Reconciliation Invoicing 246

Xero

MAY 30, 2022

Xero Small Business Insights (XSBI) data for April 2022 shows signs of emerging risks to small businesses in the UK, Australia and New Zealand. The Xero Small Business Index is a unique indicator that uses timely data to show how small businesses are performing overall each month. Australia data . New Zealand data .

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XERO Bank Reconciliation Bookkeeping Billing 260

Xero

AUGUST 14, 2024

That’s why Xero has been doubling down on building out our product capabilities for the unique needs of this region. Today, on stage at Xerocon Nashville, I was very excited to unveil the huge number of improvements Xero has made to make things easier for small businesses and their advisors. But we’re not stopping there.

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XERO 1099 Preparation General Ledger Bank Reconciliation 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.

XERO 246

XERO Bank Reconciliation Invoicing Collections 246

Cloud Accounting Podcast

AUGUST 21, 2024

Blake and David leap into the latest updates from Xerocon, including new features like traditional bank reconciliations, embedded bill pay with Bill.com, and AI capabilities through JAX (Just Ask Xero). They look at Xero's strategy to double its US market share and how it compares to Intuit's mid-market growth focus.

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Bank Reconciliation XERO QuickBooks Billing 56

Xero

AUGUST 15, 2023

Working smarter not harder So, for a club like us, a solution like Xero helps us manage all of those things centrally with good visibility. When it gets to the point where they need to pay it generates a request for payment and then reconciles that with Xero so that we don’t have to do all of those things manually.

XERO 246

XERO Bank Reconciliation Reconciling Accounting 246

Intuit

SEPTEMBER 9, 2024

Skilled in all aspects of bookkeeping, including accounts payable/receivable, bank reconciliations, payroll processing, and financial reporting. Proficient in QuickBooks, Microsoft Office suite (Word, Excel, Access), and Xero. Implemented new accounting software (Xero) for increased efficiency and data accessibility.

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Bookkeeping Bank Reconciliation QuickBooks Certified Bookkeeper 246

Xero

APRIL 6, 2025

When your customer authorises the payment, it will mark your invoice as paid, making bank reconciliation a breeze. How to use PayTo in Xero If you’re a Xero customer using online payments, you can access Stripe’s beta version of PayTo. Chasing late payments takes time away from running your business.

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XERO Bank Reconciliation Invoicing Accounting 158

Nanonets

APRIL 17, 2024

Introduction to Bank Reconciliation Journal Entries Bank reconciliation is an important process in accounting that ensures the accuracy and integrity of a company's financial records. It involves the comparison between the company’s internal financial records and those of the bank.

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Bank Reconciliation General Ledger Reconciling Deposits 52

Insightful Accountant

MARCH 9, 2025

The new feature addresses the requests of many Xero users for a 'period end' bank reconciliation option that ensures each period is properly closed and locked so the information remains accurate.

XERO 52

XERO Reconciling Bank Reconciliation 52

The Successful Bookkeeper

APRIL 20, 2023

Some apps and software you should consider integrating include: •Accounting software: A general ledger like QuickBooks Online (QBO), Xero or MYOB should act as the core of your app ecosystem and the single source of truth. Repetitive and routine tasks such as data entry, reporting, and bank reconciliation are suitable for automation.

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Bookkeeping Bank Reconciliation General Ledger Budgeting 119

Nanonets

NOVEMBER 5, 2024

MoneyThumb Bank statement conversion & fraud detection No No Fraud detection, reconciliation Lenders, accountants NA ProperSoft Offline transaction file conversion No No Offline use, one-time purchase Individuals, small businesses 4.4 Integrates with QuickBooks, Quicken, Xero, and Sage 3. Key features: 1. Key features: 1.

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Data Entry XERO Accounting Software QuickBooks 52

Nanonets

APRIL 19, 2024

Xero, one of the premier SaaS accounting tools for small and mid-size businesses, helps address invoicing-related inefficiencies and other challenges in the accounting cycle. In isolation, Xero invoice software is a robust solution, but when paired with other AP automation tools, its effectiveness increases exponentially.

XERO 52

XERO Invoicing AR AP 52

LedgerDocs

MAY 3, 2023

Many bookkeeping tasks can be automated, such as data entry, bank reconciliation, and invoicing. With tools like QuickBooks Online , Xero , and Bank Fetching , bookkeepers can free up time to focus on higher-level tasks such as financial analysis and strategy.

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Bookkeeping Data Entry Computation Bank Reconciliation 105

accountingfly

OCTOBER 31, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22591376 Certifications: CPA Education: BBA Accounting Experience (years): 5+ years accounting experience Work experience (detail): All in public accounting Tax planning and client advisory Experience reviewing tax returns Client relationship management experience Client niches: SMBs, (..)

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CPA Accounting Accounting XERO 52

Invoicera

NOVEMBER 8, 2024

Invoiced is equipped with advanced functionalities for receivables management; intelligent workflow as well as compatibility with QuickBooks and Xero. Xero “Best in third party Integrations” Xero is an online software firm that deals with accounting solutions for business entities that are small or developing.

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Accounts Payable Accounts Payable Accounts Receivable Accounts Receivable 52