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Extension Operations

Ohio State University Extension

CFAES

Xero – Local Checking Account Software

Jan. 30, 2024

Soon this spring all Extension offices with local checking accounts will transition their bookkeeping to a single cloud-based software platform called Xero. Extension Operations is currently piloting the software with six county offices. Transition to Xero will be mandatory and at no cost to county budgets.

Benefits of Xero:

  • Creates consistency of local accounting practices across the state
  • Strengthens internal controls
  • Monthly checking account reconciliation can be performed directly in the software
  • Chart of accounts custom built to mirror Workday
  • Access managed centrally by Extension Operations
  • Enhanced reporting and local checking report integration with Extension Operations’ monthly financial reports

We are excited to roll out this software and experience the benefits and efficiencies it will bring to our accounting practices.