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Dan Schmidt
Xero in on Xero; Importing Bank Transactions
Recently, we discussed what bank feeds in Xero are, and how to set up the automated versions. But what happens if a bank doesn’t support the live feed into Xero? more
Xero In On Xero; Tracking Categories
Our Xero in on Xero today comes from Dan Schmidt. Dual tracking categories in Xero provide the starting point for good management accounting and help advisors use the platform to offer valuable services. more
Xero in on Xero; Importing Bank Transactions
Recently, we discussed what bank feeds in Xero are, and how to set up the automated versions. But what happens if a bank doesn’t support the live feed into Xero? more
Xero in on Xero; Bank Feeds
What are bank feeds? How do you set them up? What is the difference between Yodlee and direct? Let’s talk common problems and how to solve them. more
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