Xero

JUNE 7, 2022

Take our word for it; a trusted accountant or bookkeeper will become your best friend at tax time. Up-to-date reconciliations are the secret to smooth sailing at EOFY. Instead, Natalie Furlong of Quick Smart Bookkeeping recommends getting into the habit of doing monthly reconciliations. By talking to your advisor. .

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Reconciling XERO Tax Bookkeeping 264

Xero

APRIL 11, 2023

If you’re an accountant or bookkeeper, it can save you time chasing documents and manually entering data. Refreshed partner portal We’ll be updating the Hubdoc partner portal soon, which helps accountants and bookkeepers easily find and manage their clients’ documents.

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XERO Bank Reconciliation Purchase Order Invoicing 251

Xero

NOVEMBER 27, 2023

We’re the first major small business cloud accounting software in the UK to offer on-platform bill payments using open banking. Set up bill payments in Xero now The new bill payments experience Our new bill payments experience means you can now complete your entire accounts payable workflow in Xero, from start to finish.

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XERO Billing Bank Reconciliation Reconciling 242

Intuit

MAY 8, 2023

Once adopted, the teams meet weekly with their adopted businesses to engage themselves in the behind-the-scenes work of running a business, completing tasks such as: invoicing, data entry, reconciliations, and payroll. What our customers are saying “ I learned a lot about QuickBooks.

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QuickBooks Data Entry Financial Operations Manager Financial Operations 246

Xero

NOVEMBER 26, 2023

Here’s what we’re doing to make it easy for you to manage this change in Xero. This includes your contacts, your inventory items, and for accounts in your chart of accounts. Any transactions using those contacts, inventory items or accounts will continue to default to 8% unless you update them.

XERO 197

XERO Bank Reconciliation Billing Invoicing 197

Nanonets

APRIL 29, 2024

The Top Credit Card Reconciliation Softwares in 2024 Credit card reconciliation is a crucial aspect of financial management for businesses of all sizes. What is Credit Card Reconciliation? This may include invoices, receipts, purchase orders, or other documentation related to the transactions.

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Data Entry Reconciling Purchase Order Financial Reporting 52

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? This will help you track what you’ve requested or what’s left to do leading up to EOFY.

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XERO Bank Reconciliation Data Entry Reconciling 228

Cevinio

FEBRUARY 1, 2024

What is Accounts Receivable Automation, and how can you leverage it for your business? One such critical aspect is managing Accounts Receivable (AR). But what exactly is AR Automation, and how can your business benefit from it? These are the questions we address in this blog. What is Accounts Receivable Automation?

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Accounts Receivable Accounts Receivable Account Receivables AR 130

Xero

AUGUST 15, 2023

The fact that we have Xero means she doesn’t have to manually do bank reconciliations and other time intensive tasks. This is because we have clear visibility not only of what’s in our bank account but what we’re likely to have to spend going forward. At the club we live by our motto which is “football for all”.

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XERO Bank Reconciliation Reconciling Accounting 200

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. 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. .

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XERO Bank Reconciliation Data Entry Reconciling 240

Intuit

AUGUST 9, 2023

Tell us a little bit about yourself and what brought you to Intuit. What ultimately brought me to Intuit was how transparent, passionate, and thoughtful the interview process was. What inspired you to take on a leadership role with the Intuit Indigenous Peoples Network (IIPN)? We have such a fantastic and inspiring team.

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Accounting Accounting 216

Xero

MAY 30, 2022

This blog post from Xero Economist, Louise Southall, explains the impact of inflation on small businesses in more detail. . What small businesses can do to manage the current challenges. There are many ways to do this, from recording your transactions with bank reconciliation , to adding bills and receipts using Hubdoc.

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XERO Bank Reconciliation Bookkeeping Billing 179

Xero

JULY 11, 2022

These include the Budget Manager, Business Performance Dashboard, Payroll, Tax, and GST Reconciliation reports. Here’s what you can expect: A beautiful report centre where you can search or scroll to find new reports and add them to your favourites. a product tour in the new Profit and Loss and Balance Sheet reports.

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XERO General Ledger Bank Reconciliation Financial Analysis 212

Xero

NOVEMBER 30, 2022

Here’s what we’re doing to make it easy for you to manage this change in Xero. This includes your contacts, your inventory items, and accounts in your Chart of Accounts. Any transactions using those contacts, inventory items or accounts will continue to default to 7% unless you update them. bank reconciliation.

XERO 177

XERO Bank Reconciliation Billing Invoicing 177

Nanonets

JANUARY 14, 2024

Bank reconciliation is the process of matching the company’s cash ledger with the bank statements. These discrepancies must be accounted for in a bank reconciliation statement to represent the current financial position accurately. What Is a Bank Reconciliation Statement?

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Bank Reconciliation Deposits Account Reconciliation Financial Records 52

Xero

FEBRUARY 12, 2023

Q: What do I need to do before 31 July 2023? The Account Transactions report also lets you view transactions in their original currency amounts. The retirement of old reports is now only a little over five months away. Then there’s the question of resources. Q: How do I know I’m using the old version?

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XERO Budgeting Financial Analysis Budgeting Manager 264

Xero

OCTOBER 3, 2022

With Blackbook Winery thriving, they needed an accounting solution to help continue this momentum. She adds that while they now use Xero with their accountant, they first adopted and got up to speed with the platform themselves. Lynsey explains, “It helps us minimise our costs as we’re capable of carrying out our own reconciliation.

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XERO Tax Accounting Accounting 194

Invoicera

JANUARY 17, 2024

But there’s a key solution amid this complexity: Expense Reconciliation. By aligning and verifying financial records, expense reconciliation brings order to chaos, giving a clear view of a company’s financial health. Let’s uncover the power of expense reconciliation and how it helps businesses sail toward success.

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Financial Records Auditing Data Entry Budgeting 52

Outsourced Bookeeping

OCTOBER 5, 2023

is called credit card reconciliation. Some people conduct the credit card reconciliation process manually, but nowadays, a lot of new software has cropped up, which has made this job quite easier. The 2023 Guide to Credit Card Reconciliation Collecting Documentation: The first step would be to gather all relevant documentation.

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Outsourced Bookkeeping Reconciling Bookkeeping Financial Software 52

Invoicera

MAY 11, 2024

It not only smooths financial operations but also guarantees transparency and accountability between businesses and their clients. In this blog, we will examine how Invoicera has transformed invoicing through time savings, professionalization, accuracy assurance, and efficient record-keeping. What Is An Online Invoice Generator?

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Invoicing Invoice Processing Billing Purchase Order 52

Invoicera

FEBRUARY 18, 2024

Thus, here’s what you will learn through this post: Easy management of petty cash Challenges and solutions to handle petty cash How is it different from regular cash Go digital to manage it smartly. What Is Petty Cash In Accounting? Summary Petty cash is a small amount of money a business keeps to cover little expenses.

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Petty cash Record Keeping Budgeting Auditing 52

5 Minute Bookkeeping

MARCH 25, 2021

As an accounting professional, you may have been trained to use journal entries liberally (I know I was), but in QBO there are some situations where journal entries help, and some where they can really mess up the books ! The key is knowing which is which and what goes on inside QBO when you create journal entries to make corrections.

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Bank Reconciliation QuickBooks Accounts Payable Accounts Payable 98

Invoicera

MARCH 26, 2024

In this blog post, we will guide you through invoice payment details while deep-diving into the essential elements of invoices. What is an invoice? The key is to outline everything clearly of what you have offered, such as description, quantity, or any applicable taxes. Ready to become an invoice pro? Let’s get started!

Invoicing 52

Invoicing Purchase Order Record Keeping Reconciling 52

Future Firm

APRIL 18, 2023

Artificial intelligence in accounting is currently transforming the industry. Table of Contents What is AI in Accounting? Can AI Replace Accountants? Benefits of Artificial Intelligence How is AI Used in Accounting? In fact, ChatGPT wrote the above description: Can AI Replace Accountants?

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Data Entry Accounting Accounting Invoice Processing 96

Nanonets

NOVEMBER 20, 2023

As companies navigate the complexities of accounts payable, the demand for efficiency, accuracy, and security has never been more critical. Get ready to revolutionize your approach to accounts payable and discover the keys to a razor-sharp, automated future. What is an Invoice Approval Workflow?

Invoicing 52

Invoicing Purchase Order Accounts Payable Accounts Payable 52

Nanonets

MAY 16, 2024

In this blog, we’ll see what defines an effective procure-to-pay process, explore the key features to look for in P2P software, and review the best tools on the market today. What is procure to pay? Optionally, the system then automatically allocates the budget within your accounting software such as Quickbooks directly.

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Purchase Order Data Entry Invoicing Budgeting 52

Invoicera

AUGUST 27, 2023

This blog post discusses the top 11 billing software that can integrate with your legacy system to deliver optimal solutions. Bank Reconciliation: Quickbooks facilitates easy reconciliation of bank transactions with invoiced amounts. Top 11 Billing Software for Legacy System Integration 1.

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Billing XERO Data Entry Invoicing 52

Gaviti

JANUARY 2, 2024

What is a Cash Flow Metric? Cash flow metrics are the standards by which CFOs measure cash flow health and accounts receivable performance. They are used in nearly every financial function, including accounts receivable, payable, cash flow reporting, and more. What is a Cash Application KPI?

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Accounts Payable Accounts Payable Collections Accounts Receivable 52

Nanonets

APRIL 10, 2024

This is especially true for the accounts payable (AP) department, which manages a company's financial obligations to suppliers. This is especially true for the accounts payable (AP) department, which manages a company's financial obligations to suppliers. Sage Intacct powers the Accounts Payable team with insights.

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Accounts Payable Accounts Payable AP Data Entry 52

AvidXchange

DECEMBER 4, 2023

Rebecca Hughes, Vice President of Product, AvidXchange What are Real-Time Payments? Traditional payments may take several days to clear, but RTPs are typically settled within seconds. RTP systems transfer funds from one bank account to another. The payee cannot pull money from a payer’s account via an RTP platform.

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Collections Reconciling Invoicing Accounting 105

Cevinio

OCTOBER 17, 2023

Introduction In the past years, the role of Accounts Payable (AP) has undergone a profound transformation. Q2: What are the key drivers behind the transformation of Accounts Payable (AP) in the past years? Q3: What strategies can organizations employ to run effective AP departments? Discover her valuable insights.

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AP Accounts Payable Accounts Payable Invoicing 130

Nanonets

MARCH 4, 2024

fostering a culture that values transparency, accountability, and continuous improvement. Misinterpretation of Policies Misunderstandings about what constitutes a reimbursable expense can lead to incorrect claims. However, managing this process is fraught with challenges. Let us explore all this in detail.

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Expense Reports Record Keeping Budgeting Data Entry 52

LedgerDocs

SEPTEMBER 25, 2023

LedgerDocs: As a growing contender in the market, LedgerDocs prides itself on its user-friendly interface and specific features tailored to meet the needs of bookkeepers, accountants, and their clients. Our platform emphasizes simplicity and collaboration, making it easy for users to navigate and manage their financial documents.

Data Entry 106

Data Entry Bookkeeping Financial Records Invoicing 106

Invoicera

APRIL 2, 2024

The accounts receivables and payables management records have a unique significance in the business world. Let’s dive into detailed information about Accounts Payable and Receivable Management and their importance. What is Accounts Payable Management? Let’s first understand, what are Accounts Payable.

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Accounts Receivable Accounts Receivable Account Receivables Accounts Payable 52

Billah and Associates

JULY 19, 2023

In this guide, we will explore the essential accounting principles every small business owner should know. Bookkeeping Basics: An Overview of Essential Accounting Principles for Small Business Owners Understanding the fundamental bookkeeping concepts is crucial to maintaining financial stability and success.

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Bookkeeping Financial Statements Accruals Bank Reconciliation 52

Intuit

NOVEMBER 20, 2023

Table of Contents What is a CPA? What does a CPA do? What is a CPA License? CPA Requirements by States Available Career Opportunities at Intuit for CPA Entry-Level CPA Jobs Are you ready for an exciting new career as a Certified Public Accountant (CPA)? But what does it mean to be a CPA, and how do you become one?

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Invoicera

AUGUST 16, 2023

In this blog post, we will guide you through invoice payment while deep-diving into the essential elements of invoices. What is an invoice? The key is to outline everything clearly of what you have offered, such as description, quantity, or any applicable taxes. Ready to become an invoice pro? Let’s get started!

Invoicing 52

Invoicing Record Keeping Reconciling Billing 52