AI-Agents for Bookkeepers working with Xero
Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Send Customer Balance Report
Email an itemized list of open customer invoices each week.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
Works with
45 tools
45 tools
Update Approval Card Dates
Keep each bill's review card aligned with its current due date.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
Works with
13 tools
13 tools
Published by
Accounts Payable Essentials
Update Bill Reviews
Add payment details to a client's open bill review.
Your bill review queue shows payments against open tasks, giving your team the details to close or correct the review.
Works with
9 tools
9 tools
Published by
Accounts Payable Essentials
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