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.
Run things smoothly, keep records tidy, and make compliance a breeze with cloud based accounting. “We have an enterprise license with Asana, so there’s no added cost to us when we provision a new user, and our support team doesn’t add any value,” says Bowden. Today with Okta Verify, they get bookkeeping and tax planning strategies for plumbing companies a prompt on their phone, tap, and approve. When people are in a Xero office, they get fewer multi-factor prompts than if they’re off-site or logging in from a new system. Xero is accounting software for your small business clients. Xero is accounting software for your business clients.
We also have online articles, videos and training available. The Xero dashboard includes graphs showing total cash in and out, invoices owed to you, and bills you need to pay, to give you insights into your business cash flow. Keep an eye on your finances day by day using the accounting dashboard. Choose which currencies you want automatically synced to Xero. You have full control over which balances sync to Xero bank accounts of the same currency. It’s quick, easy, and free to connect your Wise and Xero accounts.
When you use the Xero Verify app to authenticate your account, you’ll receive push notifications when you log in to Xero. Review and match bank transactions over your morning coffee or in any free moment using the accounting app. Use the accounting app to keep track of due and overdue invoices and whether they’ve been paid. Set up bank feeds from your accounts so transactions are imported securely into the Xero accounting system every business day. Xero Practice Manager is free for accounting and bookkeeping practices who have reached silver, gold or platinum status on the Xero partner program.
Authenticate your Xero Account
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.
- 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.
- Use Xero to work with your accountant, bookkeeper, or employees, even if you’re on opposite sides of the world.
- Workflows also gives the Xero team ways to reduce technical debt and the company’s on-prem footprint while improving security.
- Keep track of your unpaid and overdue invoices, bank account balances, profit and loss, cash flow and bills to pay – plus reconcile bank accounts and convert quotes to invoices.
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.
Join the partner program
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.
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.
Helps prevent unauthorized access
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.
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.
Manage Xero contacts
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.
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.