Accounting Today

OCTOBER 5, 2022

(..)

Tax 244

Tax 244

Accounting Today

JUNE 1, 2022

(..)

Tax 286

Tax 286

Xero

APRIL 28, 2024

Customers can also contact the Planday support team by logging in to their Planday portal or on the website to chat to the team. For Xero customers interested in the new Deputy integration Xero integrates with Deputy today and you can contact them to find out more via their website and check them out on the Xero App Store.

XERO 175

XERO Payroll Record Keeping Accounting 175

Xero

NOVEMBER 26, 2023

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

XERO 194

XERO Bank Reconciliation Billing Invoicing 194

Xero

JANUARY 29, 2024

Here are some of our favourites: Copy information to a new invoice so you can save time generating invoices for your customers Add previously invoiced items to your invoice with one click Select products and services to add to your invoice, you can also add new items direct from the invoice screen Keyboard shortcuts allow you to easily add dates, make (..)

XERO 279

XERO Invoicing Tax Auditing 279

Xero

JULY 17, 2022

In your Bills page, find your business’s unique email address and save it as a contact in your email program. Did you know Xero Contacts also acts as a mini-CRM? It’s also easy to connect to Gmail or Office365 and directly import email correspondence with contacts. Use data to inform business decisions.

XERO 274

XERO Billing Invoicing Data Entry 274

Xero

JULY 31, 2022

Add and edit contacts — Global. In the weeks ahead, the ‘Add & Edit’ page in contacts will be updated with our new design and some enhancements, to make it easier to add a new contact or edit existing contact information. Complete a bulk merge in contacts — Global.

XERO 211

XERO Payroll Purchase Order Invoicing 211

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

NOVEMBER 13, 2022

For example, entering ‘/b’ will take you to bills, ‘/c’ will take you straight to contacts and ‘/d’ will take you to the dashboard. Add suppliers to contact groups for the method of payment. Here’s a useful way to use contact groups. If you enter the forward slash (/), you’ll open the global search.

XERO 234

XERO Billing Invoicing Accounting 234

Xero

MAY 24, 2023

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.

XERO 224

XERO Bank Reconciliation Data Entry Reconciling 224

Xero

MAY 24, 2022

For a given contact, you’ll see the latest five individual overdue and unpaid invoices, as well as overdue and unpaid invoice totals. . View your Xero contacts: With the new Xero Stripe App, you’ll be able to search customer contact information stored in Xero without leaving Stripe, giving you a complete view of your customer.

XERO 174

XERO Small Business Accounting Invoicing Bookkeeping 174

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

Xero

MARCH 26, 2024

So far, we’ve already introduced the following improvements to new invoicing: Copy information from invoices to quotes Option to ‘Create another invoice’ once an invoice is approved Add ‘Reference’ when adding a payment without an extra click Option to ‘Send receipt’ after a payment is added to an invoice Quickly create and save a contact on the fly (..)

XERO 270

XERO Invoicing Deposits 270

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

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. To ensure that we have the correct contact details for you, please confirm the best email and phone number to reach you. Regards, [Sender’s Name] 4.

Collections 98

Collections Invoicing Accounts Receivable Accounts Receivable 98

Xero

OCTOBER 9, 2023

For those that don’t already use XPM (or Xero Tax), as soon as you start using it, you’ll have all your clients, contacts and groups details from Xero HQ in there straight away. We will be contacting these practices with more information to help move you to the single client record before the end of October.

XERO 233

XERO Tax Reconciling Billing 233

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

NOVEMBER 15, 2022

Recently, we announced a new feature that automatically matches the contact in Hubdoc with the contact in Xero or QuickBooks Online, so you don’t need to fill in the details. We’re always looking for ways to automate this process, to help you become more efficient in your business or practice.

XERO 244

XERO QuickBooks Billing Reconciling 244

Intuit

MARCH 11, 2023

We are contacting Intuit customers that have an account at SVB to encourage them to switch to a new bank account with a different financial institution. The post Intuit Comments on Impact of Silicon Valley Bank Closure appeared first on Intuit Blog.

QuickBooks 130

QuickBooks Accounting Accounting 130

Xero

OCTOBER 31, 2022

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. 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.

Invoicing 235

Invoicing XERO Tax Auditing 235

Compleatable

MARCH 15, 2023

We need to collect personal data in order to contact our customers and prospective customers, to provide specific service and support solutions and the operate our business. We will only contact you directly for marketing purposes where you have given consent for this and in compliance with both the GDPR and PECR.

Collections 100

Collections Budgeting Billing Auditing 100

Xero

JUNE 19, 2023

Get individual support If your question is more complex and you need individual support, you can contact Xero support. Click on your ‘User profile’ in the top right corner, then select ‘My cases’ and ‘Contact Xero support’. All you need to do is fill in the form, which is sent to our customer experience team.

XERO 211

XERO Financial Analysis Accounting Accounting 211

Xero

AUGUST 21, 2023

Instead of manually requesting, chasing and entering this information — you’ll soon be able to easily manage this via the 1099 contact details section. Making 1099 compliance easier This fall, Xero is releasing a W9 management solution to make handling 1099s easier. At our US Roadshows, we shared some of the latest updates to new invoicing.

XERO 187

XERO Invoicing Tax Reconciling 187

Xero

OCTOBER 16, 2022

Last year, we reached a significant milestone in our data journey when we built machine learning algorithms that worked to accurately predict your transactions’ contact and account codes.

Bank Reconciliation 175

Bank Reconciliation XERO Reconciling Data Entry 175

Ontrack Bookkeeping

MARCH 17, 2024

Employers are expected to attempt to contact and pay arrears owing to past employees as well as current employees. While it is recognised that an employer may not be able to locate or contact all past employees the employer should use “reasonable endeavours” to contact past employees. in the next pay cycle).

Payroll 52

Payroll Accounting Accounting 52

Xero

MARCH 21, 2024

Most owner operator franchise buyers are in a career change, so existing contacts might not be the best place to roll out franchise marketing. By keeping the characteristics and core brand message, a new franchisor can focus on how best to convey the business opportunity of joining them.

XERO 294

XERO Deposits Bookkeeping 294

FundThrough

NOVEMBER 8, 2023

For Immediate Release PR Contact: Helen Shacklett, Sr. Manager Communications, FundThrough, hshacklett@fundthrough.com FundThrough Ranked Number 431 Fastest-Growing Company in North America on the 2023 Deloitte Technology Fast 500™ Attributes 280% Revenue Growth to integrated partnerships and increased solution awarness.

105

105

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

Xero

NOVEMBER 3, 2022

In fact, if you receive contact from anyone claiming to be from HMRC in any way, you should take your time and check this advice on gov.uk. If you receive any correspondence from HMRC saying you are due a rebate or face criminal action if you don’t act now, just stop, take a minute and then contact HMRC directly if you have any concerns.

Tax 188

Tax XERO Accounting Accounting 188

Accounting Tools

DECEMBER 18, 2023

Related AccountingTools Courses How to Conduct a Compilation Engagement How to Conduct a Review Engagement How to Conduct an Audit Engagement Types of Substantive Tests The following list is a sampling of the available tests: Issue a bank confirmation to test ending cash balances Contact customers to confirm that accounts receivable balances are correct (..)

Auditing 75

Auditing Financial Statements Financial Records Accounts Payable 75

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

LedgerDocs

APRIL 11, 2024

From the initial contact to gathering necessary information and setting expectations, client onboarding that has been done with careful planning and attention to detail sets you up for success. I will be your main point of contact for your bookkeeping as we move forward. This is especially true when working with clients.

Bookkeeping 83

Bookkeeping Financial Records Collections Invoicing 83

Xero

OCTOBER 1, 2023

It’s also wise to have a business continuity plan in place, with important contact details, information on what you have backed up and all the critical passwords you need. Report the incident to your cyber agency, and contact your bank if any money has been transferred. Remember: if you don’t need the information, don’t collect it.

XERO 277

XERO Collections Invoicing Accounting 277

Xero

APRIL 10, 2023

This also applies to creating new bills, contacts, purchase orders and quotes Results page: The ‘See all results’ page has been renamed ‘Show all results’.

XERO 256

XERO Purchase Order Payroll Invoicing 256

Accounting Tools

NOVEMBER 5, 2023

The letter requests that customers contact the auditors directly with the total amount of accounts receivable from the company that was on their books as of the date specified in the confirmation letter.

Accounts Receivable 75

Accounts Receivable Accounts Receivable Account Receivables Accounting 75

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