4 results found
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Ability to track personal expenses on business credit card and seperately tag them as personal expense so it becomes easy to repay that and
Ability to track personal expenses on business credit card and seperately tag them as personal expense so it becomes easy to repay that and
2 votesIm thrilled to say you can already do this in Xero Venkata! Just use Xero's Tracking functionality to 'tag' personal expenses. You can set up a Tracking option for your personal expenses, or several for each type of expense. Then when you reconcile the payment you simply select the tracking option, then run a report that you can filter by that tracking option to show the personal expenses. We have a bit if help around this in Xero Central article, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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REFUND
I WANT TO RECONCILE REFUND FROM BILL WHICH I ALREADY PAID BUT THERE NO OPTION TO RECONCILATION REFUNDED AMOUNT OF THAT BILL THAT WE PAID IF THERE IS LET ME KNOW BUT MAKE THINGS SIMPLE
1 voteHi Hassan, you can already do this in Xero! You can only process a customer or supplier refund after you’ve created the credit note, overpayment or prepayment transaction that it relates to. We have a bit if help around this in Xero Central but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Bank Rec - Turn off Memorisation
Option (in Settings) not to allow creation of new transaction to reconcile incoming payment and only allow reconciliation against either existing invoices or from the Match/Create form. We have had a couple of occasions where clicking OK in error on a transaction creates a new transaction that fully reconciles a payment leaving invoices unreconciled and sending overdue emails.
1 voteHey Phil I am happy to share that this is already possible ion Xero!
Just follow these steps:
- Go to Accounting and select Bank accounts.
- For the bank account you want, click Reconcile [number] items.
- On the bank reconciliation screen, look at the bottom of the screen.
- Clear the Suggest previous entries checkbox.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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We would love to be able to 'match' a supplier payment to us on the bank with a credit note, rather than having to go via the contra route.
We would love to be able to 'match' a supplier payment to us on the bank with a credit note, rather than having to go via the contra route.
1 voteHi Andrew, we understand that when receiving a supplier refund, being able to match it directly during bank reconciliation could simplify the process.
You can already match a bank transaction to an existing credit note by using Find & Match and selecting Show Spent/Received Items. This will allow you to clear the bank line without needing to create additional transactions. You can refer to this article for more information.
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