Since the advent of Open Banking in the UK, the reliability of bank feeds has been frustrating. We’ve helped numerous clients at various stages reauthorise their feeds, but been unsuccessful in as many cases, where the issue has arisen at the bank’s end. Xero recently issued an update, together with some reassurance, which may be […]
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Budget tracking Xero updates
As Xero Certified Partners, we’re staunch advocates for Xero, in the main because they are constantly developing the software. Some developments are smaller than others, but the most recent Xero updates included a couple of tweaks that could be really helpful for those clients using the software. Account Watchlist – Budget Column You can now […]
Read MoreXero Bank Reconciliation evolves again…
In the next few weeks users will see a change to the appearance of the Xero bank reconciliation screens. In future you’ll be able to choose between two ways to view transactions on the bank reconciliation screen. Choose an enlarged, zoomed-in version. Choose a compact view that displays more transactions on the screen. You can […]
Read MoreXero Product Update – November 2021
As part of the renewal of our Xero Certification, we recently attended the quarterly Xero Product update, when Xero take Partner firms through the recent updates they’ve made to the software. Now it’s time to pass the news on key changes and tweaks on to you! Contacts The list view page has been ‘refreshed’ to […]
Read MoreOur Xero Accreditation renews!
We’ve been users (and fans!) of Xero for many years and are extremely confident that it offers significant time savings for clients. We’re therefore very pleased to have each renewed our certification as Xero advisors recently. What does this mean for clients? The accreditation proves that we have a solid understanding of the software that […]
Read MoreXero bank feed changes…
After the recent changes to HSBC Bank feeds and Yodlee Bank feeds, there is now more news on the subject! Xero has previously used OpenWrks as the service provider to access Open Banking and provide bank feeds. OpenWrks was recently acquired by a Swedish company, called Tink, and any Open Banking connections will in future […]
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