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Dan Schmidt

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

General Ledger

Make your life, and our client's life, easier with Xero's online invoices. Read more

General Ledger

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

General Ledger

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

General Ledger

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

General Ledger

Make your life, and our client's life, easier with Xero's online invoices. Read more

General Ledger

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

General Ledger

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

General Ledger

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