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Latest product news — September 2022

Xero

When you create a new tax return for your clients, the prior year return’s worksheet entries will now be rolled forward and automatically merged with pre-populated data from the IRD. This will help you save time, ensure you don’t miss any income, and reduce the risk of data entry errors.

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How to Simplify Client Document Requests Using Digital Management Tools

LedgerDocs

Managing bookkeeping documents can feel like an uphill battle, especially when it comes to collecting documents, receipts, invoices and bank statements from your clients. Let’s explore how this feature can transform your client document collection and management process.

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AI for QuickBooks: Automate invoice and AP management

Nanonets

It recommends payment methods likely to result in faster collection and can connect you with lending options when it identifies potential shortfalls. Many businesses waste hours manually downloading attachments from emails, sorting through different formats, and typing data into QuickBooks.

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Supplier order management: How a furniture retailer automated order confirmation processing

Nanonets

This unusual approach was necessary because they collected website orders on specific days before sending them to suppliers. The team had to manually interpret and translate these variations during data entry to ensure accurate matching.    Special case handling Some orders required specific handling rules.

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Simplifying Financial Management with Automatic Bank Statement Fetching

LedgerDocs

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.

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AI for Media: 7 Powerful Applications

AvidXchange

Download our Ultimate AI Guide 1. These technologies collectively enable media companies to deliver more engaging, relevant and accessible content to their audiences while streamlining content management processes. This informs decisions about strategies, advertising placements and audience targeting.

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10 Best Invoicing Software For Digital Agencies

Invoicera

The right invoicing tool can help you manage invoicing, payment tracking, and payment collection easily. Solution: Invoicing software generates accurate invoices quickly, reducing human error and the time spent on manual data entry. Key Features It automates invoicing and payment collections so you get paid on time , every time.