4 results found
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Bank reconciliation - account allocation
When a contact is selected in the bank reconciliation it would be very helpful if the account and tax rate could be pre-filled from the details in the contact record. Example - I have setup Caltex as a contact with the default account as MV - Fuel & Oil and default tax code of GST on Expenses. When I select Caltex in the bank reconciliation as the Who the account MV - Fuel & Oil is prefilled to the What and GST on Expenses is pre-filled in the Tax rate. This is similar to how the account and tax rate…
2 votesHi Sharon, you can already do this in Xero!
The most effective existing tool is Bank Rules. You can set up rules that autoamtically idenitfy specific bank statement details, and allocate them to a predetermined Contact, Account, and Tax rate. Once set up, Xero suggests the correct coding, requiring only a click of "OK" to reconcile.
Xero also uses memorisation feature that remembers how the last transaction for a specific contact was coded, auto-filling the details for subsequent transactions.
We have a bit of help around this in Xero Central about bank rules and reconciling your bank account but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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entering bills
Batch input bills
The ability to batch input bills on one page would make entering them so much more efficient. Sage has this option and it more than halves the time it takes to enter the transactions. As a company we enter 200-250 bills per week and it's unbearably slow and time consuming compared to Sage.1 voteHi Leah, thanks for sharing your idea in our Xero Product Ideas.
It’s currently possible to bulk create bills in Xero by importing them using a CSV file. You can find this under Purchases > Bills, then select New bill and choose Import from CSV. From there, you can download the Xero import template and add your bill (and credit note) details before uploading.
The Contact Name column does need to be completed for the import to work, while the remaining fields are optional. It’s also best to keep the template column headings unchanged, and if you’re importing a large volume, splitting the file can help the process run smoothly.
You can check out our support article for more information on how to format the import file.
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Bills - Enlarge preview
Make the preview bill bigger and make it so you can drag and drop it to another screen.
3 votesHi John, coming back around to your idea and not hearing extra detail we will move this to existing functionality.
Today, when previewing a file attached within an individual bill you can click the icon with an arrow which will pop out and enlarge the preview modal where you can zoom in and out.
Alternatively, using the quick view option from the list screen you can click the same icon on the preview which will open the attachment in a separate tab. Hopefully this meets the needs of what you're after.
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Bills - 'Send remittance advice' option after recording a bill payment
In the olden days when you paid an individual bill the system would take you back the awaiting payments screen with two options - view bill or send remittance. Can we please have this back. More recently when paying a single bill you would have around 5 seconds to click on send remittance - that is now gone. Annoyingly you have to change a number of screens to locate the paid bill and then click on the payment and remit from there. Very inefficient. Please revert to the old options.
2 votesHi, team returning to the post here we'd like to highlight that when posting a payment within a bill while you're returned to the Bills list you'll get a popup, prompting you to send a remittance if you wish.
If you apply a payment from the All or Awaiting Payment tab this'll create a Batch Payment where there's an option to 'Send remittance' on the batch payment.
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