To come up with a proposal total value, Practice Ignition counts the number of recurring invoice days that fall inside the contracted start and end date. If you haven’t integrated your Practice Ignition account with an accounting package, you can still use the Weekly Billing feature to collect weekly payment. Weekly recurring payments …
You need to be registered for online banking to make the connection between your bank accounts and Xero. Once connected, your transactions start importing daily. If you wanted to just delete the statement line then you can choose one of the transactions and select delete at the top rather than the entire statement. That will work if a …
As David said above, this is the perfect use case for notifications. I develop the Outlook Integration Tools for Xero and it does some of what you’re looking for. It will automatically create Outlook tasks for things like expense claims awaiting approval/payment and purchase/sales invoices awaiting payment. Xero comes as a …
The more research I did with banks, the more I realized that it was their legacy technology that led to their cost structures. Cost structures that prohibit them from banking some people. In essence, there are folks that banks don’t market to and avoid banking because the banks’ business models makes those people unprofitable …