Intuit

JUNE 30, 2023

Intuit’s mission is to power prosperity around the world and help customers and communities overcome their most important financial challenges. As a company, Intuit is committed to helping our small business customers beat the odds. Helping small businesses succeed is personal for us. Intuit’s AI tools help small businesses do more.

QuickBooks 246

QuickBooks Billing Accounting Accounting 246

Xero

NOVEMBER 15, 2022

Today, we’re excited to share that Hubdoc will now use machine learning to identify when a document may be a credit note and flag it to you for review. From today, when Hubdoc detects a credit note for a supplier, the document will be flagged as a credit note and you’ll be asked to review the prediction and publish it manually.

XERO 244

XERO QuickBooks Billing Reconciling 244

Xero

APRIL 2, 2023

Contacts: If you’re connected to GoCardless in Xero, you can now initiate a mandate for a customer by clicking the overflow menu on contacts. All customers filing STP with Xero must now finalise their transition and opt in to Phase 2 reporting. Xero Payroll (AU): Payroll history has been extended to include changes to the pay run.

General Ledger 260

General Ledger XERO Payroll Tax 260

Xero

NOVEMBER 8, 2023

This highlights the value and trust customers place in Xero to help them manage their business in changing economic circumstances. We will continue to balance growth and profitability, while delivering more value to our customers. Total lifetime value (LTV) grew 14% (17% in CC) to $14.8 YoY Net profit $54.1m, up $70.2m

XERO 200

XERO 200

Xero

JUNE 15, 2022

Co-founder, Michael Fitzmaurice, gave us the lowdown on how EzzyBills came to be, how it connects into your Xero workflow, and some of the feedback they’ve got from their customers. I realised that creating a piece of software that could extract data from bills would create immense value for a larger potential customer base,” Michael says.

XERO 240

XERO Data Entry General Ledger Accounting Software 240

Xero

NOVEMBER 14, 2023

Judging the entries was a wonderful reminder of who our customers are – passionate people who are dedicated to solving problems and making a positive impact in their communities – and we want to thank all of the judges who helped us select the winners. You can read more about the Xero Beautiful Business Fund here.

XERO 246

XERO 246

Xero

NOVEMBER 29, 2022

Satisfying their customers. To help ensure that Datamolino is providing the best solution possible, Jan says that they’ve invested as heavily into customer support as they have into product development. “We We see customer support as a key feature of most apps. This was the initial reason for the purchase.

XERO 191

XERO Accounts Payable Accounts Payable Data Entry 191

FinOps Foundation

JANUARY 24, 2024

SAP delivers software in over 100 countries and across multiple clouds, so developing a strategy that balances the cost of infrastructure and delivery with the needs of their customers is critical. all of which come from different clouds and different teams using different tools.

FinOps 130

FinOps FinOps 130

FinOps Foundation

JANUARY 24, 2024

SAP delivers software in over 100 countries and across multiple clouds, so developing a strategy that balances the cost of infrastructure and delivery with the needs of their customers is critical. all of which come from different clouds and different teams using different tools.

FinOps 130

FinOps FinOps 130

Intuit

SEPTEMBER 24, 2023

Intuit’s mission is to power prosperity around the world and help customers and communities overcome their most important financial challenges. As a company, Intuit is committed to helping our small business customers beat the odds. Helping small businesses succeed is personal for us.

QuickBooks 246

QuickBooks Tax 246

Accounting Department

DECEMBER 29, 2022

The services are customized to the client’s needs and are designed to help the company manage its finances, reduce costs, and increase profits. Automating invoicing and the payment process makes customers more likely to pay on time. With fewer delayed payments and customers failing to pay, the business will see more money regularly.

Accounting 187

Accounting Accounting Bookkeeping Budgeting 187

Accounting Tools

MAY 10, 2024

A sample credit policy contains a number of elements that are designed to mitigate the risk of loss from extending credit to customers that cannot pay. For example: This policy outlines the requirements for establishing payment terms with the company's customers, as well as the monitoring of those terms.

Collections 40

Collections Accounts Receivable Accounts Receivable Account Receivables 40

Gaviti

APRIL 11, 2024

This type of analysis reviews your company’s accounts receivable data to improve cash flow and make better business decisions. These are some of the steps you can take: Examine your customer base: Who are your best customers? Review your invoicing process: Are you invoicing correctly? What is Accounts Receivable Analysis?

Accounts Receivable 98

Accounts Receivable Accounts Receivable Account Receivables Accounting 98

Xero

JULY 5, 2022

At Xero, we’re always developing new solutions that automate data entry to make life easier for our customers. Many of our customers enjoy bank feeds, which automatically imports data into Xero so you can complete your bank reconciliation.

XERO 257

XERO Bank Reconciliation Data Entry QuickBooks 257

Xero

SEPTEMBER 7, 2022

Get paid faster: Xero can help small businesses get paid faster in a number of ways, including providing online payment options for customers on your invoices, and setting up reminders that are automatically sent to customers when their invoices are overdue.

XERO 243

XERO Invoicing Bookkeeping Budgeting 243

Xero

MAY 23, 2023

And while the increase in customers provides a nice boost in revenue, the summer months also bring unique challenges. This is especially important for service-based businesses that experience a major boost in their customer base during the summer months.

XERO 173

XERO Invoicing Invoice Processing Billing 173

Xero

JULY 11, 2022

We kicked off our time together reviewing the new content we’ve created as a council. He noted that while data privacy may not be the first thing small business owners think of, he emphasised the importance of putting into practice a data approach for customers that won’t impact them negatively.

XERO 326

XERO Accounting Accounting Bookkeeping 326

NACM

DECEMBER 22, 2023

most credit professionals review existing customer credit limits on an annual basis (64%), while some reassess credit limits as frequently as every six months (23%). The frequency of reviewing credi. On today's episode of NACM's Extra Credit podcast.

5

5

Invoicera

MAY 6, 2024

Provide your customers with several payment options, including credit cards, debit cards, and ACH transfers, and receive payments from them through the platform right into your account. User Reviews For the past five years, I’ve relied on Invoicera.

Invoicing 59

Invoicing Billing XERO Accounting Software 59

Counto

MARCH 27, 2024

Analyse best-selling items on Amazon, consider pricing, reviews, seasonality, and your target audience’s preferences. Identifying niche products can help you stand out and attract a specific customer base. Consider customer preferences, security measures, trust badges, and transaction fees when choosing payment options.

Customer Service 52

Customer Service Budgeting Tax Accounting 52

Xero

NOVEMBER 7, 2023

This highlights the value and trust customers place in Xero to help them manage their business in changing economic circumstances. We will continue to balance growth and profitability, while delivering more value to our customers. Total lifetime value (LTV) grew 14% (17% in CC) to $14.8 YoY Net profit $54.1m, up $70.2m

XERO 130

XERO 130

Intuit

JUNE 16, 2023

Winning new customers : Expanding the CDR could facilitate better credit assessments and alternative payment methods in the financial services sector. There is additional potential to help small businesses by integrating customer relationship management (CRM) data with other software.

Data Entry 242

Data Entry Financial Services Invoicing Tax 242

Accounting Tools

APRIL 8, 2024

Controls over accounts receivable really begin with the initial creation of a customer invoice , since you must minimize several issues during the creation of accounts receivable before you can have a comprehensive set of controls over this key asset. Otherwise, accounts receivable will contain invoices that customers refuse to pay.

Accounts Receivable 40

Accounts Receivable Accounts Receivable Account Receivables Accounting 40

Xero

AUGUST 9, 2022

Remember your customers (and show, don’t tell) . When we asked previous winners what they were most proud of in their nominations, the resounding answer was how they demonstrated customer success. Demonstrate customer success both independently and through your joint value proposition with Xero. How best to do this?

XERO 220

XERO Accounting Accounting Bookkeeping 220

Cloud Accounting Podcast

MAY 9, 2024

Evaluating Large Language Model Performance on the Certified Public Accountant Test by Will Zacher, Sanmukh Kuppannagari :: SSRN [link] Sam Altman says helpful agents are poised to become AI’s killer function | MIT Technology Review [link] Why hundreds of U.S. We appreciate you! Find us on Facebook and Instagram.

Auditing 49

Auditing CPA Accounting Accounting 49

Plooto

JANUARY 30, 2023

If you have any doubts about the importance of customer service and building solid client relations, consider the following statistic from a Harvard Business Review study: Increasing customer retention by 5% can increase profits from 25 to 95%.

Customer Service 98

Customer Service Accounting Accounting 98

Cloud Accounting Podcast

MARCH 6, 2024

Get CPE for listening to podcasts with Earmark: [link] Subscribe to the Earmark Podcast: [link] Get in Touch Thanks for listening and the great reviews! If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary.

Tax 64

Tax XERO QuickBooks Small Business Accounting 64

SMB Accounting and Consulting

JANUARY 5, 2024

The beginning of a new year also means a fresh start for your Income Statement; which is why now is the perfect time to review your accounting software needs. Customer Support Adequate customer support is crucial. Customization Your demands may require customization. Comparison of popular accounting software

Accounting Software 98

Accounting Software Accounting Accounting Bookkeeping 98

Accounting Tools

MARCH 19, 2024

Order picking is the process of locating goods in the warehouse and sending them to customers. It is essential to conduct this process efficiently and effectively , in order to send complete orders to customers as quickly as possible. If the goods are being delivered straight to a customer, then make two copies of the customer order.

Computation 40

Computation Billing 40

Gaviti

APRIL 18, 2024

Also known as “ accounts receivable reconciliation ,” this is a common report that offers a broad overview of a company’s financial status as well as the status of its customers and their abilities to pay. Cash flow problems usually relate to collection policies or customer behavior. What Is an AR Aging Report?

Accounts Receivable 52

Accounts Receivable Accounts Receivable Account Receivables AR Collections 52

Billing Platform

SEPTEMBER 25, 2023

Once the PO is approved, a sales order is created detailing the goods or services being sold to the customer, the quantity and price of the items, and other terms of the sales such as discounts, the delivery date and location, etc. Invoices are typically delivered to the customer via email, electronic data interchange (EDI) or regular mail.

Accounts Receivable 98

Accounts Receivable Accounts Receivable Account Receivables AR 98

Accounting Tools

APRIL 16, 2024

This practice can be detected by reviewing supplier invoice dates. Higher Customer Credit Levels A business could grant much higher credit levels to customers in order to boost sales, even though the customers may not be able to pay off the receivables. Instead, recognition is delayed until the following period.

Auditing 74

Auditing Invoicing Accounting Accounting 74

Nanonets

APRIL 29, 2024

Time-Consuming Reconciliation Process : Credit card reconciliation often involves a labor-intensive process of manually reviewing and reconciling transactions, which can be time-consuming, especially for businesses with high transaction volumes. Cons: Limited customization options, occasional syncing issues with bank accounts.

Data Entry 52

Data Entry Reconciling Purchase Order Financial Reporting 52

Cloud Accounting Podcast

JANUARY 25, 2024

They also review some of the latest AI trends including self-driving vehicle safety data, and examine some recent news regarding a software error falsely accusing hundreds, an SEC crypto ETF approval, and a feel-good small town tax budget balanced without rate hikes thanks to a new accounting system implementation. We appreciate you!

Tax 67

Tax Budgeting Billing Auditing 67

Nanonets

APRIL 24, 2024

Discrepancy Resolution : Discrepancies are analyzed to determine their causes, possibly involving communication with issuing banks or reviewing original transaction documents. Additionally, evaluating vendor reputation, customer reviews, and support services can provide valuable insights into the reliability and effectiveness of the software. 

Reconciling 52

Reconciling Bank Reconciliation Invoicing XERO 52

Accounting Tools

OCTOBER 9, 2023

Step 2: Verify Issuance of Customer Invoices Compare the shipping log to accounts receivable to ensure that all customer invoices have been issued. Step 8: Review Accounts Review the balance sheet accounts, and use journal entries to adjust account balances to match the supporting detail.

Financial Statements 75

Financial Statements General Ledger Bank Reconciliation Invoicing 75

Nanonets

APRIL 29, 2024

Customization Options : Choose a solution that allows for customization to meet your specific reconciliation needs. Customer Support and Training : Evaluate the level of customer support and training provided by the software vendor. This facilitates data flow and minimizes disruptions to your current workflows.

Reconciling 52

Reconciling General Ledger Bank Reconciliation Auditing 52