Ryan Lazanis

MAY 24, 2023

For kicks, here’s the oldest Xero screenshot that can be found on record (from 2007): Here are some tips to leveraging cloud computing in accounting: Tip 1: Become Cloud Accounting Certified Master the popular cloud accounting systems , like Xero or QuickBooks Online, by becoming certified on their platforms.

Technology 98

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Reckon

AUGUST 13, 2023

Luckily most modern accounting apps can easily import your previous financial records and data. Once you realise how easy it is to migrate and consolidate data from spreadsheets to accounting software, it’s hard to think of any realistic barriers to making the switch.

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Snyder

NOVEMBER 16, 2022

QuickBooks Online is cloud-based accounting helping small businesses manage their finances, including income, expenses, payroll, and more. QuickBooks integrates with multiple payment processors and sales platforms directly or via third-party solutions available on their app marketplace to automate bookkeeping and financial reporting.

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Accounting Seed

JANUARY 27, 2023

Get ready-made solutions to business challenges: AppExchange apps provide solutions to business challenges that aren’t solved directly by Salesforce offerings. For example, you can find an app to automate manual data entry for contact cards, or to manage payroll. stars from 384 ratings.

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Ryan Lazanis

APRIL 4, 2022

While you have a ton of different excellent cloud accounting software apps to choose from , in Chapter 5, I provide specific technology recommendations for two cloud accounting apps that you should start with. Include these bookkeeping apps in your productized accounting and bookkeeping services.

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Xero

MAY 31, 2022

See your cash balance in the Xero Accounting app — Global. We’re updating the home screen of the Xero Accounting app, so you can understand your overall cash balance position. You’ll be able to customise which accounts are displayed, to help you make informed decisions on the go.

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Ryan Lazanis

SEPTEMBER 1, 2023

Of course, your financial management information will sync to your online accounting app, but it can also help manage your projects, sales and even has a built-in help-desk (see here why I think help desk software for accounting firms is important ). There is a free trial available for this accounting feature.

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Xero

OCTOBER 31, 2022

Over the past month, we’ve made updates to support the transition to Single Touch Payroll Phase 2 in Australia, improvements to eInvoicing, changes to multi-factor authentication, and more. We’re making some updates that will give you a better experience when entering employee information into Xero Payroll (Australia). New features.

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Xero

NOVEMBER 30, 2022

We are introducing payroll history to the Organisation, Calendars, Pay Items and Superannuation tabs in the payroll settings section of Xero Payroll (Australia only) . The invoice list in the Xero Accounting app (Android only) is being refreshed, making it easier for you to view and find information about your business.

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Xero

JULY 31, 2022

We have also changed the name of ‘My Payroll’ to ‘Xero Me’, aligning it with the mobile app that has been enhanced to empower employees to track their own start and end times. View your Xero balance in the Xero Accounting app — Global. My Payroll is now called Xero Me — Global.

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Xero

JANUARY 31, 2023

Payroll history now available in payroll settings — Australia We’ve introduced payroll history to the payroll settings tab of Xero Payroll, so you can see any changes made by a small business owner, advisor or app partner.

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PYMNTS

DECEMBER 18, 2018

This means that in the SMB FinServ space, there is a significant market opportunity to target the accountant. Last month, for instance, payroll technology firm OnPay launched its partner program to provide accountants and bookkeepers with their own dashboard so they could use the solution for their clients.

Technology 53

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Ryan Lazanis

NOVEMBER 9, 2022

2) Expense and Accounts Payable Processing. Ditch the shoebox of receipts and mountains of paper that need to be manually entered into accounting software and replace it with some nifty automated accounting apps. The app scans the docs and extracts the required info automatically in real-time (ie. 3) Payroll.

Technology 98

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Xero

OCTOBER 3, 2022

This includes new earnings categories in Xero Payroll to support Single Touch Payroll (STP) Phase 2 in Australia, as well as the launch of document packs in the UK to help advisors easily collate documents and get them electronically signed by clients. Manage POs and contacts in the Xero Accounting app — Global.

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Ryan Lazanis

APRIL 10, 2022

For example, here’s what Xero’s App Marketplace looks like: Here, using an app like Jirav can help you automatically prepare forecasts, financial models, dashboards, and actual vs. budget comparisons, where the app’s software integrations look like this: These integrations allow you to: Sync actual financial data from Xero/QBO.

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