Xero

JULY 11, 2022

you will have read-only access to old published and archived reports. any published or archived report packs in clients’ organisations will remain as read-only at the client level. The post Why now is a great time to try new reports in Xero appeared first on Xero Blog. any saved drafts of old reports will be removed from Xero.

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Nancy McClelland, LLC

DECEMBER 28, 2022

Note: much of the information below was pulled from the old Polito Eppich website — however, they have since merged with another firm to become Magnus Blue , and as such have removed their former blog content. See my blog post on how to handle this for Gusto Payroll.).

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Accounting Insight

APRIL 13, 2023

In SuiteFiles, this is good time to declutter your system and consider archiving prior-years’ folders. Scan and shred If you’re an accountant or bookkeeper reading this blog, hopefully you’re already working in a substantially paperless environment. It’s also a good time to consider your pricing structure before new engagements start.

bookkeeping 59

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Xero

OCTOBER 9, 2023

If a client is offboarded from a practice, they’ll be archived in both lists. You can choose to just keep all of your XPM and Tax Clients, and archive your Xero HQ clients; keep just your Xero HQ clients; or a combination of both. What do I need to do for step two and when will it be ready?

Tax 94

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Xero

MAY 17, 2023

You’ll have read-only access to any published or archived reports. The post Your comprehensive guide to preparing for the retirement of old reports appeared first on Xero Blog. But from 6am NZST on 31 July 2023, you won’t be able to run any older reports and any saved drafts will be removed from Xero.

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ThomsonReuters

FEBRUARY 1, 2024

The post Uncovering hidden opportunities: The power of reverse audits in sales tax compliance appeared first on Tax & Accounting Blog Posts by Thomson Reuters. Free demo Try out ONESOURCE Determination for free and get accurate indirect tax calculations for sales, use & excise tax, VAT, and GST.

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PYMNTS

APRIL 29, 2019

Last month, the company opened up access to an ad archive API, which allows for keyword search tools so researchers can look up historical ad info. Independent researchers are calling Facebook’s efforts to provide them with tools to study the way political disinformation flows through its ad platform half-hearted and narrow.

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Going Concern

JULY 20, 2022

“Pfft, how is there even enough happening in accounting to justify an entire blog about it?” Backdating blog posts so a site isn’t bare when it’s formally launched? People come and people go, people think “how hard can it be to s**t out 500 word blog posts about accounting?”

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ThomsonReuters

JULY 29, 2021

The IRS hopes to soon unveil a system that will archive FAQ guidance. The post Last Week in Payroll: Heat Index appeared first on Tax & Accounting Blog Posts by Thomson Reuters. Users of the new system will be able to search for FAQs and see the ways in which they may have been edited by the IRS. IRS resumes collection actions.

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LyfeAccounting

JANUARY 12, 2021

You need to have a proper filing and archiving of these documents to easily locate it in the future. What You Actually Need to Know appeared first on Small Business Accounting & Finance Blog. You should hold on to supporting documents for at least 6 years since this is how far back the IRS can audit your tax returns.

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Snyder

JULY 20, 2022

In this blog post, we’ll walk you through the process of creating an effective data dashboard for your business – no matter the size or scope of business you work in. You have so much information stored, analyzed, and archived that it would probably take several lifetimes to read through it all. Contents: Step 1.

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E-commerce Maine Sales Start-ups 52

Xero

JUNE 21, 2022

But if you want to archive or merge a client , you can only do this in Xero HQ. The post The next step in our journey towards a unified client record appeared first on Xero Blog. To update existing client information, we suggest doing this in XPM. There are more fields available, which means more information will flow into Xero HQ.

bookkeeping 92

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Xero

JUNE 18, 2023

If you offboard a client, they’ll be archived in both places. The post How we’re making it easier for practices in the UK to manage clients in Xero appeared first on Xero Blog. As soon as you start using XPM, you’ll have all of your clients, contacts and groups details from Xero HQ in there straight away.

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Xero

JUNE 18, 2023

If you offboard a client, they’ll be archived in both lists. The post How we’re making it easier for practices in Australia and New Zealand to manage clients in Xero appeared first on Xero Blog. As soon as you start using XPM, you’ll have all your clients, contacts and groups details from Xero HQ in there straight away.

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