7 results found
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Malaysia E-Invoicing - Button for 'Send to MyInvoic'
I suggest on putting "Send to MyInvois" button instead of copy and paste the e-mail MyInvois@invoi.ci for every invoice. This is too troublesome.
9 votesHi Maggie, after checking back in with our product team I wanted to confirm - though not a specific button in itself you could add the email address on the Contact record. If you select to 'Include in emails' the email will appear each time you're creating an invoice for that contact, saving you from having to copy & paste.
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bank reconciliation
Bank Reconciliations Report - There should be a report that enables you to extract all bank statement transactions and list out for each the actual accounting transactions they have been reconciled against. This should be by date range and then include all the same options as 'accounting transaction reports'.
This would be super helpful for audit, month end reviews, be able to identify different transaction types, review complex issues arising if a supplier or customer disputes etc..
The data is there, yet as users we are not able to get the data out.
Seeing one by one is not enough.
1 voteHi Jack, have you tried running the Account Transactions report for your bank account with the Related account column? This will show you the related account each statement line of your bank has been reconciled to.
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It would be good if you could you could add a batch of invoices from the same supplier
It would be good if you could you could add an option where you can enter a batch of invoices from the same supplier without having to add each one separately and approving them, and then have to enter the supplier name each time.
1 voteHi Jayne, there are a few different features you could use to help with your bills entry. If you have a copy of your supplier invoices you could upload them, alternatively you could use email to bills, Hubdoc or manually import via a CSV file. Aside from the manual import many of these options will extract data from your bill to create a draft bill for you.
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Bulk reconcile bank transactions for accounts without bank feeds
We have deposit and cash accounts with no bank feed, I would like to be able to reconcile a whole month's transactions in one go rather than each individual line (mark as reconciled).
I know the balance at the end of the month is correct so I would like to be able to tick all transactions and 'mark as reconciled' in one hit.2 votesHi team, this is already possible. However in order to bulk mark as reconciled you'll need to enable this option.
When in a bank account in Xero, click the '?' icon at the top of the screen where you should see the option to turn on 'Enable Mark as Reconciled'. Its based on your user login so while this will turn it on for yourself, another user in the organisation will need to follow these actions to for themself.
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Bank Reconciliation - Allocate Payments to a Supplier's account
I do not know if there is a way to do this if so it is not too simple. I would like to allocate a payment from the Bank to a Supplier but to not allocate it against any invoices. This would not be a new invoice but would sit on there account so it is easy to know what they owe a supplier. This idea would be similar to Sage "Payment on Account" which is very simple to do on Sage.
2 votesHi team, the way to do this in Xero would be to reconcile the payment as an overpayment or a prepayment. This would then be credit on a suppliers account that could be applied to a bill at a later date.
Best to connect with your adviser if you're unsure which transaction type you should record these as, however we have a bit more information on these here and here respectively. 😊
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How to record and reconcile a part payment on a Bill
The client has been using Hubdoc for uploading the bills into Xero. How can we record the part payment for the bill during the reconciliation in Xero please?
In general, we use "Split" to record the part payment but we are unable to see the split on Hubdoc bill1 voteHi Just a heads-up that this is a public forum for discussing improvements to Xero, rather than finding support with using Xero.
To do this you could:
- View the bill and scroll to the bottom to the 'Make a payment' section.
- Record the part payment here, directly on the bill.
- Finally, use Find & Match to reconcile the bank statement line with the part payment.
If you need any further assistance with this, or anything else in Xero, please raise a case with some details on Xero Central, and our Support team will be happy to help.
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Bank Rule - Set tax treatment (Inclusive, Exclusive, No Tax)
We have some suppliers that charge tax (e.g. VAT) and others who do not (e.g. from abroad).
On the bank rule creation/editing page, it would be useful to be able to specify the default taxation status (i.e. Tax Inclusive, Tax Exclusive, No Tax) for all transactions being processed by that rule.
This would save having to manually select the correct tax category on every bank rule transaction during reconciliation.
3 votesHi team, not having any response to our last update we will move this idea to delivered. To confirm - when using bank rules to create transactions you can specify the tax rate that should be applied to the transaction within step 3 where you allocate line items.
For example you can set if the bank rules created from certain suppliers would have VAT rate 20%, zero rated or No VAT.
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