Gaviti

MAY 9, 2023

At Gaviti, we understand how crucial it is for you to maintain a healthy cash flow, minimize credit risk, and ensure timely payments from your customers. Optimize your credit management strategy, leading to higher customer satisfaction and retention. Currently this module is open to our Gaviti Customers Champion group.

Collections 98

Collections Accounts Receivable Accounts Receivable Account Receivables 98

Xero

NOVEMBER 23, 2022

The dashboard gives you easy access to a clear view of what you’re spending and when, without the hassle. . However, you can make it easier and faster for your customers to pay you with Xero Go. . In addition, if you use Xero Go’s integration with Stripe you can add online payments, so your customers can pay at the touch of a button.

XERO 179

XERO Invoicing Tax Bookkeeping 179

Outsourced Bookeeping

MARCH 22, 2024

QuickBooks can produce and handle recurring transactions automatically at predetermined periods if you create templates for them and customize details like frequency, amount, and recipient. Then, fill in the relevant details directly in the pop-up window, such as the customer’s name, contact information, or item description.

QuickBooks 52

QuickBooks Outsourced Bookkeeping Accounts Payable Accounts Payable 52

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. Use repeating invoices for customers who pay a monthly fee. For businesses with regular sales to particular customers, repeating invoices can be a big timesaver.

XERO 238

XERO Billing Invoicing Accounting 238

Outsourced Bookeeping

NOVEMBER 21, 2023

By streamlining the procedure, this consolidation helps save time that may be used for customer queries, tax preparation, and audits. Generate Custom Reports: Users of Xero may design personalized reports that are suited to their unique company requirements.

XERO 52

XERO Outsourced Bookkeeping Accounting Accounting 52

Cevinio

FEBRUARY 1, 2024

This encompasses a range of tasks, from sending invoices and confirming their receipt to chasing overdue payments and updating customer records. Accounts Receivable (AR) refers to the money owed to a business by customers who have purchased goods or services on credit. One such critical aspect is managing Accounts Receivable (AR).

Accounts Receivable 130

Accounts Receivable Accounts Receivable Account Receivables AR 130

Xero

NOVEMBER 13, 2022

At Xerocon New Orleans, we announced a new partnership with BMO Financial Group in Canada, and we’re excited to share that this partnership has now been extended to customers in the US. Once you log in to Xero, you’ll just need to find your BMO account on the dashboard and click ‘update bank connection’.

Bank Reconciliation 173

Bank Reconciliation XERO Accounting Accounting 173

Xero

AUGUST 21, 2023

Joining us were leaders from Gusto, Poe Group Advisors, and futurist Elatia Abate to highlight how you can tap into the voice of the customer, capitalize on growing technologies, and capture the moment you’re in now. Making 1099 compliance easier This fall, Xero is releasing a W9 management solution to make handling 1099s easier.

XERO 192

XERO Invoicing Tax Reconciling 192

Xero

APRIL 11, 2023

Last year, we added a number of new features to the app, including: the ability to sort, search and filter contacts, so you can quickly see things like what you owe your customers and what they owe you an overall cash balance figure on the dashboard, as well as the ability to reorder widgets on your dashboard so you can customise it to suit your needs (..)

XERO 251

XERO Bank Reconciliation Purchase Order Invoicing 251

Nanonets

MAY 1, 2024

With QuickBooks’ basic versions, users will enjoy a range of easy-to-use invoicing tools that include:  Bespoke and customizable invoices to keep your brand’s messaging on-point throughout your customer or client’s purchasing cycle.

QuickBooks 52

QuickBooks Invoicing Accounts Payable Accounts Payable 52

Xero

APRIL 2, 2024

This will give customers more ways to pay – be it via credit or debit card, direct debit, or Apple Pay and Google Pay – so that you can spend less time chasing payments. The Business snapshot dashboard is another tool in Xero Analytics for an instant, one-page overview of your organisation’s financial wellbeing.

XERO 218

XERO Data Entry Invoicing Billing 218

SMB Accounting and Consulting

JANUARY 5, 2024

Find dashboards and tutorials that are user-friendly. Customer Support Adequate customer support is crucial. Customization Your demands may require customization. Check if the program lets you customize reports, templates, and workflows. Choose software with responsive phone, email, chat, or support portals.

Accounting Software 98

Accounting Software Accounting Accounting Bookkeeping 98

Spenmo

APRIL 26, 2024

Driven by our dedication to Customer Love, we've listened closely to your feedback and tailored our solutions to meet and exceed your operational needs. Automated Data Entry : Employees can now scan their receipts using Spenmo's dashboard or mobile app.

Data Entry 52

Data Entry Billing Financial Records Budgeting 52

Gaviti

NOVEMBER 29, 2022

It also gives companies the ability to move away from manual tracking in spreadsheets, to a real-time dashboard, which saves time and gives a full and reliable visualization of the current state of collections. So, how can using a collection dashboard help, and why is it so indispensable as a growth tool? Days Sales Outstanding.

Collections 52

Collections Accounts Receivable Accounts Receivable Account Receivables 52

FinOps in Practice

SEPTEMBER 7, 2022

While we’ve previously covered customer success stories on both Microsoft Azure and Amazon Web Services (AWS) , it’s rare that today’s companies are only leveraging one of these platforms. How Google Cloud Platform entices users GCP offers new customers enticing benefits. That’s elegant, simple, and adaptive. That doesn’t lock us in.”

FinOps 130

FinOps FinOps Computation Billing 130

Xero

MARCH 7, 2024

Insights : Head to the Work In Progress (WIP) dashboard and custom report builder in Xero Practice Manager to analyse productivity, efficiency, and profitability for the job. Head to the ‘Work In Progress’ tab or ‘Custom Report Builder’ for even more clarity on the progress, productivity, and profitability of your practice.

XERO 226

XERO Invoicing Collections Billing 226

Outsourced Bookeeping

DECEMBER 28, 2023

The professional appearance of the invoices may be improved by users adding their logo, brand colors, and customized payment conditions to pre-made invoice templates. In addition, Xero facilitates automatic invoicing, enabling users to create recurring bills for consistent customers.

XERO 59

XERO Bookkeeping Outsourced Bookkeeping Data Entry 59

Xero

APRIL 4, 2023

Instead of having a CFO and bookkeeper who are manually trying to look at different systems and figure things out, the team has one central dashboard that features all the data they need – all in the cloud, and accessible online, anytime and anywhere in the world. This integration opened up so much time during the day.

XERO 249

XERO Data Entry Reconciling Collections 249

Nanonets

APRIL 10, 2024

Sage Intacct serves customers across industries and geographies, mainly in North America. Dimensional Insights - One of the many dashboards in Sage Intacct Understanding Accounts Payable (AP) Accounts payable , or AP is the amount of money a business owes to its vendors for goods or services that have been delivered but have not been paid.

Accounts Payable 52

Accounts Payable Accounts Payable AP Data Entry 52

Gaviti

JANUARY 24, 2023

That’s why we are excited to announce the addition of several new metrics to the collections dashboard. In this post we will go in depth into all the additions to our A/R collections dashboard BPDSO (Best Possible Days Sales Outstanding) First up is the BPDSO (Best Possible Days Sales Outstanding) metric.

Collections 52

Collections Billing Accounts Receivable Accounts Receivable 52

Gaviti

JANUARY 24, 2023

With this update, we’ve added new insights, enhanced the AR team screen, added partial payment functionality, and introduced a host of new metrics to the dashboard. This feature was specifically requested by our customers and we are thrilled to be able to deliver it. We hope you find it useful in your collections efforts.

AR 52

AR Collections Invoicing Accounts Receivable 52

Xero

NOVEMBER 30, 2022

We’ll now remind you to save your custom report before you navigate away from it, so your changes aren’t lost. When you select the figures in the ‘This month’ column on your accounts watchlist on the Xero dashboard, you’ll now be taken to the new version of the Account Transactions report. Get help within Xero — Global.

XERO 207

XERO Payroll Bank Reconciliation Tax 207

Nanonets

APRIL 24, 2024

Customer Satisfaction : Accurate and timely reconciliation ensures that customers are billed correctly and payments are processed efficiently, contributing to improved customer satisfaction and loyalty. Matching Algorithms : Advanced algorithms for comparing and matching transaction records based on customizable criteria.

Reconciling 52

Reconciling Bank Reconciliation Invoicing XERO 52

Xero

SEPTEMBER 1, 2022

Here’s what you can expect now and in the weeks ahead: Due to the positive response from customers around the world, we’ve extended sticky headers and rows to all new reports in Xero. The new Account Summary report has been released to all customers. You can also continue to use GoCardless direct debit for recurring payments.

XERO 215

XERO Payroll Data Entry Tax 215

ProsperOps

DECEMBER 27, 2023

AWS Budgets allows businesses to set custom cost and usage budgets, alerting users when AWS spending exceeds certain thresholds. Respond quickly when thresholds are exceeded and create custom actions to define and initiate cost-saving responses. Set up custom actions that automatically trigger when the budget is met.

Budgeting 130

Budgeting FinOps FinOps Computation 130

oAppsNet

MARCH 5, 2024

Organizations can streamline AR processes, improve cash flow management, and enhance customer satisfaction by leveraging digital technologies and automation tools. Accelerating payment collection improves cash flow predictability and enhances customer satisfaction by providing a seamless and frictionless payment experience.

Accounts Receivable 52

Accounts Receivable Accounts Receivable Account Receivables AR 52

Gaviti

MAY 9, 2023

At Gaviti, we understand how crucial it is for you to maintain a healthy cash flow, minimize credit risk, and ensure timely payments from your customers. Optimize your credit management strategy, leading to higher customer satisfaction and retention. Currently this module is open to our Gaviti Customers Champion group.

Collections 52

Collections Accounts Receivable Accounts Receivable Account Receivables 52

Invoicera

APRIL 14, 2024

Look no more as we provide you with the most suitable solution for your challenges, customized enterprise billing software. Let’s first dive into the reasons why enterprises need custom billing to grow business upto 40%. Easily manage payments, dues, credits, and reports in one single dashboard.

Billing 52

Billing Purchase Order Invoicing AR 52

Billing Platform

JULY 24, 2023

Let’s explore how streamlining eCommerce payment processing can help you increase cash flow , reduce manual effort and errors, and improve customer experiences. While it provides numerous benefits for customers and businesses alike, it does come with its own set of challenges.

Billing 52

Billing Collections Invoice Processing Invoicing 52

Invoicera

DECEMBER 5, 2023

Customization: Tailor your invoices and reflect your brand. From automated billing and expense management to custom branding and multi-currency support, Invoicera empowers businesses to streamline their invoicing processes effortlessly. Features Customize invoices effortlessly with automated recurring options.

Invoicing 59

Invoicing Billing Invoice Processing XERO 59

ProsperOps

NOVEMBER 29, 2023

With plug-ins, Jenkins can integrate with virtually any tool in the CI/CD universe, allowing for extensive customization. Jenkins Jenkins automates various development tasks, including building, testing, and deploying applications.

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Insightful Accountant

JANUARY 17, 2023

Check out how to create customized financial dashboards that allow you to eliminate manual data entry and put your financial reporting on autopilot.

QuickBooks 52

QuickBooks Data Entry Financial Reporting 52

finout

JANUARY 18, 2023

Finout is the first self-service, zero-code cloud cost observability platform that combines your cost with real business metrics, slicing it up into customers, features and unit metrics. You can even create your own dashboards to manage spending you're responsible for.

FinOps 52

FinOps FinOps 52

Invoicera

FEBRUARY 27, 2024

You Can Customize Invoices To Impress Clients Create customized, professional-looking invoices that reflect your brand identity. An effective invoice software should automatically create a bill, including a list of services or products with their respective costs, and send it directly to the customer. Lite: Starting at $7.60

Invoicing 52

Invoicing Billing Invoice Processing XERO 52

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. We’ve added new gross profit margin and net profit margin tiles to the business snapshot dashboard, and updated some wording to be consistent with other tiles.

XERO 225

XERO Purchase Order Payroll Tax 225

Xero

SEPTEMBER 27, 2022

By offering Xero customers the option to share their transactional records from Xero’s platform with DBS, customers will be able to present a more holistic picture of their cash flow which enables the bank to offer businesses more hyper-personalised credit terms and working capital limits tailored to their needs.

XERO 166

XERO Payroll Purchase Order Accounts Payable 166

Less Accounting

MAY 13, 2024

Time Efficiency: By outsourcing bookkeeping tasks, business owners can dedicate more time to focusing on core business strategies like growth and customer acquisition. Financial dashboards and tools like Power BI or Tableau can provide real-time monitoring of key performance indicators, essential for strategic decision-making.

Outsourced Bookkeeping 59

Outsourced Bookkeeping Bookkeeping Bookkeeping Services Small Business Bookkeeping 59