If we used the “copy invoice” feature we’d have to maintain a “offline” list of what invoices needed to be issued monthly. By setting these up as recurring invoices we have a method of keeping track of what invoices need to be raised. We have a many recurring invoices which are raised as drafts monthly. Line …
From the reconciliation screen, click Find & Match, then select the matching transaction to reconcile. While reconciling a bank account you may encounter an instance when a bank statement line is slightly different than the corresponding transaction in Xero. This can happen because of currency exchange rates, rounding, or small errors. …
Just navigate to Connected Apps and click on Edit for the Xero integration. How To Guides Multiple guides on various aspects of Veryfi software. Collection Methods Collect money in and money out with ease into Veryfi.
Click on the “Connect” button for Xero card to begin the integration process. Accounting Integrations Connect …
The Xero documents are created with the Descriptions, Quantities and Prices from the QuoteWerks line items. You can specify or default the Tax Code and Xero Account Code to be used per line and the document can be created in any Currency you are subscribed to in Xero. Lookup a Xero contact from within Quotewerks without need to create an …
I am frequently asked by prospects and clients to send them an estimate or a Quote. I don’t want this posting as income until/unless I know we are moving forward. When a Quote’s status is changed to Accepted, Ordered, or Fulfilled, a corresponding Customer, Invoice, and set of Inventory Items will be automatically created in Xero. If the …
You want to protect your online accounts, without a doubt. If you go to great lengths to protect your accounts with a strong and unique password, why not take the extra step and use a 2FA app? Given the risks of Google Authenticator if you lose or break your phone, you should consider an alternative 2FA app. If you don’t like any of …