13 docs tagged with "xero"

A comprehensive guide on using Xero to pay bills via check, including step-by-step instructions and important considerations.

Detailed walkthrough for processing L&W Supply payments using Xero via Billtrust platforms.

Step-by-step guide for processing STC supplier payments using Xero.

A comprehensive process guide for attributing PEX credit card expenses to specific projects in Buildertrend through Xero integration

Step-by-step guide for restoring disabled expense tags in the PEX system

A comprehensive guide to synchronizing your PEX account with Xero for seamless financial data flow and efficient expense management.

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.