Software and Support for Accountants & Bookkeepers

The time entry details show that it came from Trello and let you click through to the Trello card. Snap and submit expenses or mileage claims anytime, anywhere with Xero Expenses and assign them to a project to recover the costs. Monitor project financials to maximize profit on current and future jobs using a range of project reports.

The Xero Accounting app provides all existing Xero users with real-time access to business information and the ability to manage financial transactions from a mobile device. The app is particularly useful for the self-employed and small business owners who often find themselves away from their desk. View the money coming in and out of your small business from the accounting app dashboard. Run your small business from anywhere and remain productive in otherwise unproductive moments with the accounting app. Xero provides multiple layers of protection for the personal and financial information you entrust to Xero accounting software.

Reducing technical debt. Improving security.

Once you’ve set up things like bank feeds and invoices, the dashboard charts and graphs will show that information. You can adjust what displays so you see what’s most important to you. Get a snapshot of cash coming in, going out, and bills that are due, to gain insights into business cash flow. All investment services are provided by the respective Wise Assets entity in your location. Confirm your logged-in status by checking the top right-hand corner of the web page.

Xero’s features are designed to make life easier for small businesses – anywhere, any time. Xero Practice Manager is highly configurable – it can be set up to match your practice workflow and operations. We recommend using our partner consulting team to create the optimal setup for your practice. You can configure tasks in the workflow, job statuses, job categories and job templates. You can also set up custom-branded documents including quotes, invoices, job briefs, tax letters and engagement letters.

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• Produce reports for different clients while letting each organization keep using their own chart of accounts.
• The sole purpose of the app is to verify you as a legitimate user of Xero and provide access to your account.
• Get reports that show chargeable and non-chargeable hours for any period.

Turn quotes into branded invoices for project accounting. Use Xero’s job tracker to track time, with a start-stop timer and location-based tracking on mobile. As a Xero partner, you’ll have access to all the tools you need to grow your practice.

Got a question about MFA?

A have a remote accountant and now she can’t log in. We have we have tried to sync it up so she can call me and put in the password it sends to my phone but that isn’t working either. Still trying bad debt expense to figure out how to log her in remotely with no luck so far. When you turn it off, the next time you log in, it just forces you to set it up again before you can do anything within the program?!

Seamless Microsoft Active Directory integration would be a must. It’s a standard that the internal IT team holds to, as well. Clunky, manual IT processes are contrary to the Xero way. The team takes pride in partnering with the wider business to provide innovative, responsive tools that help Xero employees take pleasure in their work.

You can automate tasks, save time, and better your business. For Bowden, everything—centralizing IAM on Okta, implementing adaptive MFA, moving to the cloud, automating processes—plays a role in establishing a Zero Trust security vision for Xero. Today, Bowden is going through all those lifecycle management processes, identifying quick wins, and quickly improving productivity for both the IT team and their employee customers. Make Xero online accounting software work for you. Add what you need to make it easier to run your business. Xero is a powerful online accounting software solution.

Work with a Xero specialist

Sriram Sundaresan, Okta Customer Success manager, knew that Okta Workflows, one of the first platform services to become available, had been developed for customers like Xero. As Xero prepared for intense growth early in its development, IT looked for an identity management partner that could help secure its application infrastructure and enable automation. Okta provided the answer, simplifying employee access to applications and creating secure, elegant, and automated lifecycle management processes. Check out the Xero App Store to find 1000+ third-party apps that connect to Xero online accounting software to make running your business even easier.

See if staff have completed their time entries, how many hours they’ve worked on a project, and whether they’re meeting their chargeable hours targets. The second layer of security is designed to prevent anyone but you from accessing your account even if they know your password. Just one easy-to-guess password can stop your business in its tracks. Xero puts an extra deadbolt on the door to help keep your data secure.

Empower your team

Because Workflows runs on the Okta platform rather than on an on-prem computer or server, API tokens are automatically secured and updated. “We considered just scripting all this stuff, but then we thought about the team that would have to manage those scripts, and the support team and everyone else who will come across them,” he says. Xero is a global small business platform, built in the cloud. The company’s tagline, “Beautiful business,” speaks to the pride they take in providing a product that is easy, even enjoyable, to use. Get reports that show chargeable and non-chargeable hours for any period.

Okta Adaptive Multi-Factor Authentication with Okta Verify added simple, contextualized access that aligned with the company’s Zero Trust security goals. This is more about enabling MFA as opposed to the functionality of the app. The sole purpose of the app is to verify you as a legitimate user of Xero and provide access to your account.

It goes directly to the manager in question, rather than being routed through IT. Scripting up an automated process with custom code often entails embedding a key, token, or password used to call a third-party API. Often, that token is stored in a file on the company server, without too much attention to securing it effectively.

So as every other reviewer has mentioned, this is insane dumb to force MFA for users. It should be up to them if they want that extra blanket of security. 2FA has not been perfected and is incredibly invasive. To increase the “security” to my account you need to invade more of my privacy? How about you take the burden of security OFF of the consumer and secure your freaking assets? Don’t make it my job to go through the hassle of 2FA and invade my privacy because you’re worried about getting hacked.

This feature allows you to sign in to A2X using a Xero login. If you need support with any of Xero’s business or practice products, we’re here to help. Plus keep track of costs and profitability with project and job tracker software. All partners get access to Xero and Xero HQ, plus more over time.

• Decommissioning AD is a major focus for the Xero team, especially during the Covid-19 pandemic when so many employees are working remotely.
• Workflows allows Okta customers to quickly customize Okta features and processes to match individual requirements and exceptions.
• As a high growth company, automation is one of IT’s key priorities.
• This is now impossible thanks to your careless, flawed, and authoritarian implementation of MFA.
• Having a single place where people could see what was available and be able to access it all without remembering separate passwords was a significant improvement.

Get an instant view of cash in and out to help you monitor your business performance. Easily sync your bank and financials to the cloud. Discover the features you need to run your business. Ask for what you need and send queries to all your clients and manage them in Xero HQ. Get found by new clients in the advisor directory.