7 docs tagged with "accounting"

A comprehensive guide for adding and synchronizing new projects across Buildertrend, PEX, and Xero platforms to ensure consistent financial tracking and reporting.

Step-by-step procedure for retrieving Xero payment summaries for subcontractors during workers' compensation audits.

A step-by-step guide for uploading invoices/receipts into HubDoc and reconciling them in Xero

Step-by-step instructions for uploading DL Evans bank statements in OFX format to Xero accounting software

Step-by-step guide for reconciling deposited checks and wire transfers in Xero

A step-by-step guide for properly reconciling Gusto payroll transactions in Xero accounting software

A step-by-step guide for properly classifying suppliers in Xero based on W9 tax information.