Xero

AUGUST 21, 2023

This year’s US Roadshows were nothing short of inspiring, with accounting, bookkeeping and app partners showing up from all over the country to attend our events in Austin, Atlanta and Los Angeles. At our US Roadshows, we shared some of the latest updates to new invoicing. Here are a few of the highlights.

XERO 187

XERO Invoicing Tax Reconciling 187

Xero

JUNE 30, 2022

Automatically add Xero contacts in Hubdoc — Global. When Hubdoc publishes a document to Xero, it requires a contact name. Previously, you had to manually search and attach a contact for any new suppliers in Hubdoc. Transactions by contact. This automates more manual tasks, giving you back more time in your day.

XERO 245

XERO General Ledger Bank Reconciliation Tax 245

Counto

MAY 3, 2024

Speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form. Experience a smarter way to outsource your accounting with confidence.

Tax 98

Tax Computation Accounting Accounting 98

Xero

DECEMBER 17, 2023

Our teams constantly raise the bar on delivering the best experience for our customers and partners every day, so they can get back to doing what they love.

XERO 187

XERO Bank Reconciliation Tax Invoicing 187

Xero

FEBRUARY 28, 2023

Add and edit notes to a contact You can now add and edit notes to a contact. This can be done through the add/edit page in Contacts. The note will be displayed on the contacts overview page. New customers default to new invoicing New Xero customers will now be directed to new invoicing as their default experience.

XERO 210

XERO Payroll Invoicing Tax 210

Xero

OCTOBER 31, 2022

To make the switch, just click the link at the bottom of any classic invoice page and your invoices will be created using new invoicing. We want to help you save time, with features that give you more efficient workflows and reduce the time it takes to get paid: Add contact information directly within the invoice.

Invoicing 235

Invoicing XERO Tax Auditing 235

Gaviti

APRIL 8, 2024

If you have any questions or concerns about these invoices, please don’t hesitate to ask us at [Your contact information] and we’ll be happy to assist you. Attached is your invoice along with your W9 (if in the US) for your convenience. If you have any other questions or concerns, please do not hesitate to contact us.

Collections 98

Collections Invoicing Accounts Receivable Accounts Receivable 98

Xero

MARCH 7, 2023

As long as you’ve added a contact to an invoice, your work will automatically save every few seconds. You can add new contacts and inventory items on the fly New invoicing allows you to add a new customer or inventory item from within an invoice. The customer or item is then saved to your contact list or inventory.

Invoicing 256

Invoicing XERO Accounting Software Accounting 256

Xero

OCTOBER 3, 2022

After a successful pilot adding a chart in the Expenses by Contact report, we’ve now added this chart to the Income by Contact report for all customers globally. Manage POs and contacts in the Xero Accounting app — Global. View US dates in new invoicing — US. Understand your document packs usage — Global.

XERO 221

XERO Purchase Order Payroll Tax 221

Counto

APRIL 21, 2024

To learn more, speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form. Get accounting plans that combine bookkeeping with corporate tax filing to help you stay compliant at an affordable price.

Corporation Tax 84

Corporation Tax Budgeting Tax Bookkeeping 84

Xero

MAY 24, 2023

Let us know in the comments section. Note to self: keep track of contacts with the free text field From working with customers and suppliers to vendors and advisors, it’s easy to lose track of action items, IOUs, follow-ups and all sorts of details – especially when tying up loose ends in June. What Xero tip would you add to this list?

XERO 224

XERO Bank Reconciliation Data Entry Reconciling 224

Xero

AUGUST 22, 2023

In the coming months, we’ll also be enhancing the way we use AI in bank reconciliation, to populate new contacts that aren’t already in your clients’ contact lists. But we’re about to pilot a large language model — similar to the one ChatGPT uses — to surface the best answer from across all of our content in Xero Central.

Bank Reconciliation 216

Bank Reconciliation XERO Data Entry Payroll 216

Xero

JUNE 18, 2023

One of the most common requests we’ve received in Xero Product Ideas is the ability to reuse contacts across multiple clients in XPM. We’re excited that this is now available and appreciate the feedback that allowed us to deliver this value. This often resulted in duplicates, especially for those using XPM.

XERO 194

XERO Reconciling Bookkeeping Tax 194

Xero

APRIL 13, 2023

Balance Sheet, Profit and Loss (Income Statement) and Budget Variance reports: We’ve added the ability to translate these reports into any currency enabled in your organisation, for a quick view of your financials in the currency of your choice Receivable and Payable Invoice Summary and Detail reports, and drilldowns from Income by Contact and Expenses (..)

XERO 325

XERO General Ledger Bank Reconciliation Budgeting 325

Xero

OCTOBER 5, 2022

If the support articles don’t have the information you need, scroll to the bottom of the article and you’ll find the option to contact Xero support. When it comes to raising a case, there’s a few things you can do to help us answer your question as quickly and efficiently as possible: . Sending screenshots can be really helpful.

XERO 214

XERO Bookkeeping Accounting Accounting 214

Counto

MAY 4, 2024

Benefits of Halal Certification Global Market Access: Tap into an expanding Halal market worth over US$2.1 To learn more, speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form.

Corporation Tax 83

Corporation Tax Auditing Bookkeeping Computation 83

Xero

NOVEMBER 30, 2022

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. The button will help you update the GST rate on your contacts, inventory items and accounts.

XERO 174

XERO Bank Reconciliation Billing Invoicing 174

Counto

MAY 9, 2024

To learn more, speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form. Try Counto’s company secretary service Running a company in Singapore can be challenging, but with professional support, it can be simple.

Tax 52

Tax Accounting Accounting 52

Xero

MARCH 26, 2023

Believe it or not, the term ‘artificial intelligence’ has been with us since as far back as 1955, when a number of academics and professionals in the field of technology first proposed a study of the term. Even as you’re busy reconciling your bank statements, AI is right there suggesting the best matches from your contacts and accounts.

XERO 273

XERO Reconciling Computation Billing 273

Counto

MAY 2, 2024

Dedicated Support: Choose a service that offers a single point of contact to streamline communication and enhance service personalisation. To learn more, speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form.

Accounting 52

Accounting Accounting 52

Xero

SEPTEMBER 1, 2022

We’re extending our US pilot that includes a chart in the Expenses by Contact report, to all customers globally in the weeks ahead. We’ve added ‘Credit Limit’ and ‘Available Credit’ as optional fields in the Aged Receivables Summary report, in addition to a new common format in the side panel (US only).

XERO 211

XERO Payroll Data Entry Tax 211

Xero

APRIL 10, 2023

Until we’ve upgraded our technology, we can’t deliver the features we know you want, like being able to search more fields and products across our platform, easily scan results to find what you need, and use the search function on every page.

XERO 256

XERO Purchase Order Payroll Invoicing 256

Xero

NOVEMBER 30, 2022

We’ve released a new 2022 Schedule C report template for advisors in the US. We’re making design improvements to the groups feature on the ‘All contacts’ page in contacts. New BMO bank feeds — US and Canada. The old template will still be available if you need to catch up on your 2021 filing.

XERO 202

XERO Payroll Bank Reconciliation Tax 202

Counto

FEBRUARY 17, 2024

Your Business Contact Information : Include your company name, street address, email address, phone number, any other relevant information. Your Customer’s Contact Information : Include the name, street address, and contact details of the business you’re billing. Invoice Best Practices 1.

Invoicing 52

Invoicing Record Keeping Account Reconciliation Payroll 52

Counto

APRIL 17, 2024

To learn more, speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form. Get accounting plans that combine bookkeeping with corporate tax filing to help you stay compliant at an affordable price.

Corporation Tax 98

Corporation Tax Payroll Bookkeeping Tax 98

Counto

MARCH 5, 2024

Speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form. Experience a smarter way to outsource your accounting with confidence.

Budgeting 98

Budgeting Tax Accounting Accounting 98

Xero

NOVEMBER 14, 2023

This is time consuming and can lead to errors, such as entering the wrong invoice amount or bank account, or sending the invoice to the wrong contact. However, the customer still needs to open the invoice when it’s received and either scan or manually enter the data into their accounting system.

XERO 255

XERO Billing Invoicing Accounting Software 255

Counto

MAY 1, 2024

This process includes verifying personal details and providing local contact information. Speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form.

Financial Statements 52

Financial Statements Collections Auditing Accounting 52

Xero

JANUARY 31, 2023

He says, “They’ve built in the ability to create a contact and put in contact details such as email address, all on the same screen. You can let us know what you think by sharing your feature requests in Xero Product Ideas. Another game-changing feature for Hayden is being able to add a client directly to an invoice.

Invoicing 196

Invoicing XERO Auditing Tax 196

Cevinio

NOVEMBER 7, 2023

On-demand product demo: Join us for an interactive and engaging product demo that will give you an in-depth look at how processing invoices with Cevinio AP Automation software works. Contact us and we will get back to you as soon as we can! Are you looking for ways to optimize your accounts payable process?

AP 100

AP Invoice Processing Accounts Payable Accounts Payable 100

Counto

MAY 4, 2024

Contact Manufacturers Directly: Reach out to manufacturers or food distributors to inquire about their wholesale suppliers. Speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form. How to Find Suppliers for a Restaurant in Singapore?

Auditing 52

Auditing Tax 52

Xero

AUGUST 24, 2022

Helping you navigate sales tax in the US. We announced a new strategic partnership with Avalara that will allow us to build a sales tax solution in Xero, so you can easily calculate sales tax on invoices, compile flexible, state-based reporting, and access Avalara’s trusted e-filing tools. Speeding up workflows with automation.

XERO 188

XERO Reconciling Bank Reconciliation Tax 188

Xero

APRIL 2, 2024

With the new financial year officially upon us, now is your chance at a fresh start. If their bank account details are saved in their contact record, this information will carry across automatically. This means it’s time to revisit goals, set intentions, and level up in order to make the most of the next 12 months.

XERO 215

XERO Data Entry Invoicing Billing 215

Counto

APRIL 21, 2024

Speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form. Experience a smarter way to outsource your accounting with confidence.

Billing 97

Billing Tax Accounting Accounting 97

Xero

NOVEMBER 14, 2022

Here’s why it’s so important to us, and what changes you can expect to see soon. We’re also making changes to the following fields in Xero HQ, so they align to XPM and allow us to connect both tools in the future. We’ll add reusable contacts in XPM, to reduce duplicated and mismatched data (we know you’ve been waiting for this one!).

XERO 191

XERO Reconciling Tax Bookkeeping 191

Counto

MARCH 4, 2024

Speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form. Experience a smarter way to outsource your accounting with confidence.

Budgeting 98

Budgeting Financial Services Tax Accounting 98

Counto

FEBRUARY 17, 2024

Speak to us directly on our chatbot, email us at hello@mycounto.com, or contact us using this form. Get direct access to a dedicated Customer Success Manager, who’s backed by a team of accountants and tax specialists. Discover a smarter way to outsource your accounting with confidence.

Budgeting 75

Budgeting Computation Payroll Tax 75