AP - Pay Bills via Check
A comprehensive guide on using Xero to pay bills via check, including step-by-step instructions and important considerations.
12 docs tagged with "finance"
View all tagsAttribute PEX Costs to Projects
A comprehensive process guide for attributing PEX credit card expenses to specific projects in Buildertrend through Xero integration
BK - Export OFX
Step-by-step procedure for downloading OFX files from DL Evans Bank for accounting purposes
Expense Management
Comprehensive guidelines for employee expense management, including PEX card usage, reimbursement procedures, and disciplinary measures for non-compliance.
GC - New Pay App (Legacy)
Step-by-step guide for creating and submitting a new application for payment on the GCPay platform
PEX - Approving Transaction
A step-by-step guide for reviewing, categorizing, and approving PEX card transactions
PEX - Fuel Transactions
A step-by-step guide for coding and approving FUEL PEX card transactions with screenshots
PEX - Fund Cards
Step-by-step procedure for adding money to a PEX card
PEX - Reconciliation
Step-by-step process for reconciling PEX expenses at the end of each month
PEX - Sync to Xero
A comprehensive guide to synchronizing your PEX account with Xero for seamless financial data flow and efficient expense management.
PEX - Transaction Export
A step-by-step guide for exporting PEX transaction records from the previous month.
XERO - Reconcile Deposits
Step-by-step guide for reconciling deposited checks and wire transfers in Xero