Saturday 24th February 2024 | No. 74
XU Biweekly
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Xero and Sumday enter global Product update: A whole new partnership to enhance carbon look for SuiteFiles Connect accounting for advisors W X ERO TO USE SUMDAY FOR ITS OWN CARBON ACCOUNTING
Xero, the global small business platform, today announced a global partnership with Sumday, the advisor-first carbon accounting platform, to help accountants and bookkeepers globally to manage their own and their clients’ carbon accounting. As part of the partnership, Xero and Sumday will work together to empower small businesses, with the use of Sumday, to understand their emissions to an audit-ready standard with the help of their trust-
ed advisor – a crucial step towards achieving net-zero carbon emissions for small businesses globally. Dr Tamara Somers, Director of Sustainability and ESG, Xero, said: “Regulators are increasingly signalling mandated carbon accounting globally, making it a non-negotiable for businesses large and small. We’re excited to be partnering with Sumday, to enable accountants and bookkeepers on Xero across the world to account for their carbon emissions and support their clients with their efforts. Sumday’s commitment to
enabling the accounting and bookkeeping community through education on how and why measuring carbon emissions is important is a big part of what drew us to partner with them.” Jessica Richmond, CEO and Co-founder of Sumday, highlighted the importance of making carbon accounting business as usual for all organisations: “Carbon accounting to an audit-ready standard must be accessible and affordable to all businesses partnering with Xero."
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E ARE EXCITED TO ANNOUNCE ENHANCEMENTS TO SUITEFILES CONNECT, AN ESSENTIAL FEATURE AVAILABLE FOR OUR SUPER SUITE PLAN SUBSCRIBERS. SuiteFiles Connect serves as an online client portal, designed to streamline and secure the process of sharing folders and files with your clients. Whether you need to collaborate on documents, seek approvals, or simply share files for review, Connect is your go-to solution for seamless client interactions. Building on our commit-
ment to user-friendly experiences, we have revamped the sharing process in Connect, making it even more intuitive and efficient. If you have enjoyed the simplicity of our document signing wizard in SuiteFiles, you’ll find the new Share to Connect Wizard just as effortless to use. These improvements are part of our ongoing efforts to enhance collaboration and simplify workflows for you and your clients.
Our revamped SuiteFiles Connect is now more dynamic and user-friendly than ever! When you share a file or folder with a client through Connect, you’ll embark on a seamless three-
step journey with our new sharing wizard. This intuitive process effortlessly guides you to add contacts, craft the perfect email, and preview it, all in a few simple clicks. What’s more exciting? The upgraded wizard is a real time-saver, bringing a suite of enhanced features: Multi-Contact Inclusion: Effortlessly add multiple contacts simultaneously, streamlining your sharing process like never before. Customizable Email Templates
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AutoEntry and Roveel Integration
A
CCESS YOUR INVOICES DIRECTLY FROM ROVEEL: AUTOENTRY USERS CAN EFFORTLESSLY RETRIEVE THEIR INVOICES ENTERED BY AUTOENTRY FROM ROVEEL BY CLICKING ON THE PAPERCLIP SYMBOL NEXT TO THE RELEVANT TRANSACTION. THIS SIMPLE PROCESS ALLOWS FOR THE SEAMLESS INTEGRATION OF AUTOENTRY INVOICES INTO ROVEEL'S DASHBOARDS.
ually enter invoices and receipts into your accounting software.
This integration allows AutoEntry users to enrich their reports by enabling them to delve into granular data, all the way to the individual invoice level.
How does AutoEntry work?
What is AutoEntry? AutoEntry is a cloudbased software add-on that eliminates the need to man-
This software smoothly captures and categorises data in invoices, receipts, and bank statements and then publishes that information into your accounting software, such as Sage 50 Accounts, Sage Accounting, QuickBooks or Xero. This streamlined process removes the hassle of traditional manual data entry.
AutoEntry uses Optical Character Recognition (OCR) technology to extract the relevant information from your invoices, receipts, and bank statements. Whether you prefer direct categorisation or automated rules, AutoEntry accom-
modates both approaches, providing a flexible management solution for your documents. This can be broken down into three steps:
cial documents.
• Publish: Publish the results to your favourite accounting software.
2. Categorise: Your next step is to assign the document to the correct categories. AutoEntry is equipped with a range of powerful features designed to streamline and automate this process, linking to your chosen accounting software. AutoEntry's robust categorisation tools contribute to a smoother, error-free process, allowing you to focus on more strategic aspects of your financial processes.
1. Capture: Select your invoice, receipt, or bank statement, and capture it with a photograph or scan to upload it. Submit the document to AutoEntry for verification before it is returned to you. AutoEntry excels in data accuracy, proficiently interpreting and sourcing information from your finan-
3. Publish: Publishing is your final step, which is transferring the newly categorised data into your accounting software. Once you've captured and categorised your invoices, receipts and bank statements, a simple click of a button initiates an import. With reliable integrations with most ac-
• Capture: Photograph, scan or email the documents. • Categorise: Let AutoEntry do the data categorisation work for you.
counting software packages including Sage Accounting, Sage 50 Accounts, Xero and QuickBooks; AutoEntry seamlessly enhancing your data entry workflows by making them more efficient and accurate.
AutoEntry for Accountants For accountants, AutoEntry proves to be an invaluable tool in ensuring that client accounts are meticulously processed. The tedious task of entering client invoices, receipts, and bank statements into the chosen accounting software demands a significant portion of their time. AutoEntry steps in as a game-changer, allowing accountants to delegate data entry to automation. This shift allows them to spend
Saturday 24th February 2024
Save up to 90% on data entry processing time
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less time manually entering data, affording more time to nurture meaningful relationships with clients. The reduction in time spent on the accumulation of receipts and documents translates to an increased focus on indepth analysis and strengthened client connections.
Key Benefits of AutoEntry for Accountants: Data Entry Automation: AutoEntry takes the reigns of data entry, providing freedom to accountants from the burden of manual input of client documentation. More Time for Client Relationships: Less time spent on administrative tasks means more opportunities to build strong and meaningful connections with clients.
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