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Hi my name is Lyanne and I’m the managing director of Wilds. The coronavirus outbreak is having a huge impact on everyone at the moment and we are trying to provide as much support as we can during this time. Have a look at our coronavirus updates on the website and contact us if we can help with anything else.

 

4 Key Points about the Xero Update

Online invoicing
Invoicing an exiting contact has now become much easier allowing you to bring through the information from the previous invoice to that client saving a lot of time and making things a lot easier.

Contacts
All contacts are now integrated with Office 365 & Google Mail.

Assurance Dashboard

This is only available for advisers but allows you to monitor the activity on the account.
It brings up all items manually reconciled in the bank and any items deleted from the bank.
It shows all contacts that have had information such as bank details changed or if any clients have the same bank information as a sort of money laundering check.

Fixed Asset Reconciliation
This is just another additional check brought in to confirm the fixed asset register agrees to the balance sheet.

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