"Hi Brian
Not sure how you are duplicating transactions? Do you have your bank feeds coming in on a daily basis?
If you have recorded as spend/receive money, when you open e reconcile screen (from the dashboard)your transactions should be…"
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Cassandra Scott
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Cassandra Scott's Discussions
Small Xero Plan - Invoice Restriction
Started Feb 15 0 Replies 0 Likes
HowdyThe Small Xero plan allows up to 5 sales invoices and 5 bills per month.I would have expected this to be linked to the date of the transaction to determine the limit, however, at least for the 5…Continue
Shading on the Bank Reconciliation Screen
Started this discussion. Last reply by Catherine (Xero) Jan 21. 1 Reply 0 Likes
HowdyWhen Xero finds a direct match, we get the green shading.Wondering if it would be possible to differentiate the "Bank Rule" matches from the "Suggested Matches" by using a different shade…Continue
Xero - Ebay - Web Based Shopfront solutions
Started this discussion. Last reply by Amelia Savor - Unplugd Oct 6, 2011. 1 Reply 0 Likes
HowdyI have a client that runs 3 x Ebay stores. They currently utilise Auctavia to manage these stores.Payments are received via EFT or Paypal.Client utilises Xero for accounting, with bank feeds…Continue
Functionality Suggestions
Started this discussion. Last reply by Michael Apr 24, 2011. 3 Replies 0 Likes
As a new Xero user, there were some immediate "wants" that came to mind in my first session using (I'm an MYOB user generally). I sent my thoughts off to Xero, and here is their [current]…Continue
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Cassandra Scott replied to Brian Phoenix's discussion Add Customer Receipts and Supplier Payments from Bank/DashboardCassandra Scott replied to Melissa Scott's discussion Contra payments"Keren
That too is a great option, but it does have the limitation in that it assumes you have either paid or receipted the variance and have that as a bank transaction to provide a match against.
It's also limited in that it does not pick up…"
Cassandra Scott replied to Melissa Scott's discussion Contra payments"Hi Melissa.
I would set up an asset account called "Contra clearing account". Ensure that the check box for "enable payments to this account" is selected.
Go into the accounts receivable document, and show the payment as being…"
Cassandra Scott replied to Tim Kremer's discussion mutiple companies within one Xero login"Glad to hear that helped you out. Xero is a great program, but like any software, it is only as good as the training you get, and the data you use. There's great info available in these forums, and if you are a new user, I would encourage you…"
Cassandra Scott replied to Tim Kremer's discussion mutiple companies within one Xero login"Hi Tim
If you have multiple companies under a single billing account, then you will have access to all of the companies (linked to the email address of the billing person) as and Administrator.
Once you have each company established, you can then…"
Cassandra Scott replied to Steve Dalloway's discussion Moving from Quickbooks to Xero ? Any help out there ?"Hi Steve
Have a look at a company called Click 2 Convert They are Australian based, and specialise in conversion from other accounting packages to Xero. Not sure yet if they support the UK market, but there is no harm in asking…"
Cassandra Scott posted a discussionSmall Xero Plan - Invoice Restriction
HowdyThe Small Xero plan allows up to 5 sales invoices and 5 bills per month.I would have expected this to be linked to the date of the transaction to determine the limit, however, at least for the 5 bills per month, it appears to be related to the date of the data entry, and therefore locks you out once you have reached the 5 bill limit.While conceptually, it would be great to be working on client files every month, as a partner, it may be every three months that I get the paperwork for…See More
Cassandra Scott replied to Kerry's discussion How to record a Dividends payment in Xero"Matthew
The transaction were you debit one account, and credit another, is called a Manual Journal or General Journal.
From memory, you need to have financial adviser status to action this transaction in Xero.
Your retained earnings should not be…"
Cassandra Scott replied to J Moore's discussion RUNNING BALANCE ON BANK TRANSACTIONS & ACCOUNT TRANSACTIONS REPORT REQUIRED."Hi J
hopefully this image will help you a little. If you click into the reconciliation report (as highlighted), there are three tab options. One of those is "Bank Statement", where you can get the information you are after."
Cassandra Scott replied to J Moore's discussion RUNNING BALANCE ON BANK TRANSACTIONS & ACCOUNT TRANSACTIONS REPORT REQUIRED."Hi J
Have you looked at Bank Account>Bank Reconciliation?
When you run this report, you have 3 tabs of information available
Bank Reconciliation Summary
Bank Statement
Statement Exceptions
If you select "Bank Statement", and set…"
Catherine (Xero) replied to Cassandra Scott's discussion Shading on the Bank Reconciliation Screen"Not sure we've had this suggestion before but it's a good one! Thanks - I'll see what the design guys say."
Cassandra Scott posted a discussionShading on the Bank Reconciliation Screen
HowdyWhen Xero finds a direct match, we get the green shading.Wondering if it would be possible to differentiate the "Bank Rule" matches from the "Suggested Matches" by using a different shade (perhaps amber?)I've got a few clients who have a whole mixture of match, bank rule and suggested, and having a visual trigger as to each would be handy :)See More
Comment Wall (1 comment)
- At 2:30 on May 3, 2011,
Heather Smith said… Hi Cassandra!
Thanks for the invite
Heather
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Rich Anderson replied to Rich Anderson's discussion Donation and Donor Management for Churches (or other non-profit)
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