Cash coding
Cash coding is the perfect tool for reconciling imported bank statement lines in bulk. It massively reduces the time spent reconciling while increasing accuracy.
Cash coding is the perfect tool for reconciling imported bank statement lines in bulk. It massively reduces the time spent reconciling while increasing accuracy.
Track business assets like vehicles, machinery, computers and office equipment for accounting purposes, and manage their depreciation and disposal.
Report templates let Xero accountants and bookkeepers prepare reports across a range of clients, with different charts of accounts, using a standard report template.
Get a simple one-click report showing bank transactions that are yet to be coded that you can export as a PDF or CSV file. Your clients can then add comments offline and return it to you when they're done.
Monitor the accuracy and integrity of your client's financial data: view user activity, manually reconciled transactions, deleted statement lines, contacts with identical or edited bank accounts, and backdated invoices and bills.
Create manual journals to work directly with the general ledger, for example, to record accrued expenses or completed work not invoiced.
Set up a repeating journal to automate a series of recurring journal entries. Insert placeholders for values that depend on the date the repeating journal is created.
When you import a client's coded CSV bank statement file, Xero creates bank transactions to match the coded bank statement lines and reconciles them.
Prepare and build a simple cashflow forecast for your clients based on the past 12 months' data in Xero.
Makes transfers of money between different businesses and keep accurate records of the transfers.
Store documents in the file library and attach files to transactions and items in Xero to make compliance easy.
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