First, congrats to Xero on a universal 'find'. They've introduced a way to search globally for the first time. Yay! While I've only used this a few times (it was released yesterday) this brings Xero closer to what Quickbooks does with ctrl+f. The 'find' process isn't as efficient as pressing 'ctrl-f'...but it now exists. This is a step in the right direction towards functional parity with the current market leader. The 'recode' function is a big step, too. Now you can effectively 'merge' accounts (okay, technically, not merge...but effectively move all the transactions out of one account and into another...and then you'd have to archive the old account). The recode process also makes using tracking categories less burdensome. The Xero recode is actually quite like the accountant version reclassify feature in the desktop version of Quickbooks. These new features eliminate the need to edit transactions 1x1 and effectively shave the functional lead that Quickbooks has had over Xero prior to this in this area.
I would be remiss if I did't mention that some Xero community members were expecting this sooner. However, from my perspective, overall, this is a much needed step forward. April 15th has come and gone yet again. Thank you to all who did tax business with us this year and filed on time. For those who filed extensions, we look forward to helping you complete your 2014 tax filings.
For now, we move our focus to bookkeeping and accounting. The best time for planning for next year is the present. Good bookkeeping and reporting can help you manage your small business during 2015, so that by the end of the year, gathering financial statements will be relatively straightforward. We've got a pretty captivating offer to business owners that want to use Xero as their accounting software. A lot of it is automated and the basic pricing reflects that. If you need more than basic services, we also offer value based add-on services. Please feel free to reach out out of the blue or refer any bookkeeping/accounting business our way. We look forward to serving you and your business. |
Archives
May 2023
|