Dan Schmidt
Xero in on Xero; Report Templates
Own your niche and drive efficiencies. Industry-specific financial templates provide ways for advisors to offer ever more effective advisory services, and Xero allows for these to be deployed across your client base. Read more
Xero in on Xero; Online Invoices
Make your life, and our client's life, easier with Xero's online invoices. Read 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? Read 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. Read more
Xero in on Xero; Report Templates
Own your niche and drive efficiencies. Industry-specific financial templates provide ways for advisors to offer ever more effective advisory services, and Xero allows for these to be deployed across your client base. Read more
Xero in on Xero; Online Invoices
Make your life, and our client's life, easier with Xero's online invoices. Read 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? Read 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. Read more
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