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Catherine (Xero)
  • San Francisco, CA
  • United States
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Latest Activity

Catherine (Xero) replied to Anna Chenoweth's discussion Silver and Bronze Partners
"When you have the following number of clients you'll receive these levels: 3 - Bronze 20 - Silver "
4 hours ago
Catherine (Xero) replied to Stuart Jones's discussion VAT on services supplied from abroad (Reverse charge)
"Those of you who've been in touch with our support team are taking advantage of what we're suggesting now to get the right amount of VAT despite the boxes on the Return not being populated correctly in some scenarios - we admit to having…"
Sunday
Catherine (Xero) replied to Faye Thompson's discussion Setting up contacts on the iPhone App
"Hi - just to let you know that if you're adding a new invoice or receipt using the mobile app and that Contact doesn't already exist, it'll be added at that point. Adding them in their own right and editing is indeed something we need…"
Thursday
Catherine (Xero) replied to Brian Phoenix's discussion NO REPLIES TO FORUM POSTS - DOES ANYONE RESPOND?
"As you know we're conversing on the Xero Business Community site now but as Adrian says, our partners are lots of different places so you might get help from different people. Our official primary source of assistance is via our Customer Care…"
May 3
Catherine (Xero) replied to Brian Phoenix's discussion Add Customer Receipts and Supplier Payments from Bank/Dashboard
"Thanks for jumping in Cassandra - I just picked this up on the Xero Business Community as well. https://community.xero.com/business/discussion/79031/"
May 3
Catherine (Xero) replied to Brian Phoenix's discussion Supplier Activity not showing activity!
"For others with the same query - this has been re-posted and responded to on the Xero Business Community"
May 3
Catherine (Xero) replied to Brian Phoenix's discussion NO REPLIES TO FORUM POSTS - DOES ANYONE RESPOND?
"@Brian - this is definitely an active forum set up and largely managed by Xero users themselves. There are a few Xero staff here, mostly me, and we jump in when we can but it is a user initiated site not managed by us - definitely a great place for…"
May 3
Catherine (Xero) replied to Ken Hewitt's discussion Barclays Bank Feed UK Business
"Overall the issue with Barclays is fixed but there are some individual customers and feeds that still require attention from Yodlee - the team is working with Yodlee specifically on the feed issue raised by Darren and Ken but if anyone else has a…"
Apr 25
Catherine (Xero) replied to Ken Hewitt's discussion Barclays Bank Feed UK Business
"Thanks for the ticket number - I've escalated."
Apr 24
Catherine (Xero) replied to Ken Hewitt's discussion Barclays Bank Feed UK Business
"Thanks for contacting our Customer Care team on this - we've been keeping up with Yodlee on their progress to fix the connection with Barclays after their recent changes and believe that issue should now be resolved. If there are still problems…"
Apr 24
Catherine (Xero) replied to Kerry's discussion How to record a Dividends payment in Xero
"This is one of the reasons we introduced the set up wizard, which we didn't have for the first year or so, as a way to encourage people to investigate and get the right data in at conversion date and one of the steps even puts the 'invite…"
Mar 17
Catherine (Xero) replied to Kerry's discussion How to record a Dividends payment in Xero
"Hi Mary - we certainly do encourage this where and when we can and at certain trigger points during the setup process. However it's a balancing act because we want to be an approachable accounting system, one business owners aren't afraid…"
Mar 16
Catherine (Xero) replied to Lawrance Titterton's discussion Need to spend money in a different way
"Hi Lawrance - just digging a bit deeper into the scenario here - do you have the option of a bank feed or bank statement import for all the transactions into a bank account in Xero? This would give Xero the opportunity to learn common transactions…"
Mar 16
Catherine (Xero) replied to Lisa Dickson's discussion Ability to add Pdf files to Direct Bank Payments
"Thanks for this - it's definitely something we'll get to - we've had a few requests on our business community and other avenues for it so will add your request as well. When you say 'speed up bank rec' ... would you…"
Mar 14
Catherine (Xero) replied to Earl Rudolfo's discussion Is there an audit trail in Xero?
"At the moment the journal report mentioned above is the most thorough record but we are working on something to consolidate the history & notes currently written across the app, which will include more history items in time as we introduce…"
Mar 7
Catherine (Xero) replied to Steve Dalloway's discussion Moving from Quickbooks to Xero ? Any help out there ?
"Hi Steve - so great this forum is getting you the help and info you need! If you convert to Xero at the beginning of your financial year it can be easier if you're able to use trial balance figures from Quickbooks as starting balances if you…"
Mar 7

About me


I work for Xero as the Community Manager - responsible largely for Xero's Help Centre and general hearder of customer queries that don't come directly through to our Customer Care team. I've been at Xero since the early days before it was even a product and I'm based at our headquarters in Wellington New Zealand. I'm not an accountant or small business owner and actually don't know that much about accounting other than how Xero works!

Comment Wall (3 comments)

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At 3:10 on September 7, 2010, Tabitha Harris said…
Hi Catherine, Our company DebtForce are a commercial debt recovery company and we have established a partnership with Xero. We are in the final test stage and require some businesses to assist us with the final download test of our debt recovery software. We were woundering whether you could possibly assist us in this process and in turn we will provide you with some discounted debt collection services for any overdue accounts you may have. Your help would be greatly appreciated and I can be contacted a tabithah@debtforce.co.nz Regards Tabitha
At 2:33 on December 2, 2009, Amanda Ellis said…
Hi Catherine, thanks for your reply. There's a lot of data in Xero so I understand the caution. Allowing people to choose the time-out from a couple of different options might be good. I have to do very detailed invoices for one client and I often time-out during that process as I'm not switching screens. Can be frustrating.
At 18:27 on October 22, 2009, Earl Rudolfo said…
Hey Catherine, good to see you on Xerousers.com
 
 
 

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