Staff Writer AccountingWEB
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Tech Lowdown: Xero, Senta, Logical Office, Gilded, Trifinance and Sidetrade

This week, our tech round-up features Xero’s new mileage capture, updates from Senta, Logical Office’s proposal workflow, cryptocurrency payment options from Gilded, and the collaboration of Trifinance and Sidetrade.

5th Feb 2020
Staff Writer AccountingWEB
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Open beta mileage in Xero Expenses

Mileage in Xero Expenses is now in open beta and available to all partners and their clients using Xero Expenses.

Xero users can capture and record mileage claims, which can be submitted ‘on the go’ via the expenses app or the web by inputting distance travelled. Claims are calculated based on the rate per mile offered by the employer.

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New features from Senta

Senta’s updates include a job progress widget that provides a quick status overview for any job selected that can be further filtered to a specific date range. The widget shows a pie chart with the number of ready, pending, overdue, completed and cancelled jobs.

The practice management solution has also added in a prompt to its service that asks whether users want to save changes after services, jobs, or forms have been edited. To avoid accidental clicks, a message will appear when another page or an exit button is clicked. 

Senta’s user filter now includes a section to search for any deactivated users, allowing them to be reassigned with tasks.

Users with UK clients can now have multiple jobs triggered by the same ‘companies house’ field. This means both annual accounts and annual meeting reminders can be triggered from the ‘accounts next made up to’ field. 

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Logical Office adds proposal workflow

CRM system Logical Office has unveiled a new proposal workflow feature to help accountants with their client onboarding. 

The new function automatically creates a standard quote by estimating the price of services such as bookkeeping, annual accounts, VAT or payrolls. Users can also create tailored proposals by adding other services and adjusting prices. Proposal Workflow assists with client onboarding by adding all the jobs ready for automated client deadline reminders. 

The result is a pricing summary that can include up to 15 services and accounting software set up costs. The prices may be uplifted by company turnover and quality of books, and payrolls are calculated on a per employee fixed/variable basis. 

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Gilded launches open finance solution accept cryptocurrency 

The open finance platform Gilded now offers a B2B payment solution which accepts both traditional payments, such as credit cards and wire transfers, and non-custodial crypto payments. 

Gilded has integrated an end-to-end solution allowing non-restrictive transactions for a range of services, including invoicing, payments, bookkeeping, accounting, and tax reporting.

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TriFinance and Sidetrade collaboration

AI customer relations platform Sidetrade has signed a new partnership with the Netherlands branch of financial consultants TriFinance. According to Sidetrade, their collaboration comes as a move to improve the “order-to-cash process and increasingly challenging customer payment behaviour”.

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