Settings and activity
699 results found
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412 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
Freya Pieroz
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261 votesFreya Pieroz
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5 votesFreya Pieroz
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12 votesFreya Pieroz
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13 votesFreya Pieroz
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7 votes
An error occurred while saving the comment Freya Pieroz
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6 votesFreya Pieroz
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18 votes
Hi Anthea, would a credit note suffice here? That way you could record the payment against the contact and when payment is due back to the client you could apply a refund to it.
Alternatively, you could look into Prepayments as a way to keep track of these payments, too.
An error occurred while saving the comment Freya Pieroz
commented
My clients do use credit notes and a retentions receivable asset account or other similar workarounds. Unfortunately, this means creating a separate retentions receivable account for each of their customers and given that there's multiple projects and contracts for each of those customers and the retentions receivable can only be reconciled with the customer's statement on a per-project basis, it's still something that needs my clients to maintain a manual spreadsheet OR create a separate receivables account for each project (which gets very unwieldy very quickly).
Freya Pieroz
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115 votesFreya Pieroz
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28 votesFreya Pieroz
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35 votes
An error occurred while saving the comment Freya Pieroz
commented
I can see that a particular (now ex-)user made changes to transactions, but I cannot see when their access was removed, nor can I see what email address they were using to log in - this means that I can't differentiate easily between work done by users with similar, generic names.
Freya Pieroz
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15 votes
An error occurred while saving the comment Freya Pieroz
commented
Clarification: you're asking for the ability to tax commissions paid every pay period using the regular tax table instead of table 5. They still need to be reported as commissions under STP2, so they can't be reported as an ordinary hours pay item.
That is: if an employee is paid their regular pay monthly, and received commissions relating only to that month, then it is currently being taxed as if they were being paid their regular pay weekly with commissions paid monthly, which is not as per ATO guidelines and therefore can potentially lead to withholding the incorrect amount of tax.
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39 votesFreya Pieroz
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15 votes
An error occurred while saving the comment Freya Pieroz
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If anything is going through the bank account, I create it as a bill or invoice.
Eg. a property purchase closing statement is a bill for the value of the property and the closing costs, with the bill paid from the loan, the prepaid deposit, and the payment leaving the bank account.
I'm quite happy *not* having this ability, as I have been yelled at in the past by accountants who journaled to the bank account without a corresponding transaction having gone through the bank account (as they were taught to do at university), and then were upset that the value of the bank account in the accounting system didn't match the bank statement.
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18 votes
An error occurred while saving the comment Freya Pieroz
commented
When I create a batch payment for multiple bills to a single vendor, Xero currently groups all those payments into one when creating the .aba file and labels the grouped payment with the payment reference from one of the payments in the batch.
I would like to be able to create an .aba file with each separate bill paid on a separate line with a separate payment reference, to make it easier for the vendor matching those payments to the bills they sent us. Especially since sometimes, when I am sending payments to related entities or to other clients of mine, that person reconciling those payments is me.
Freya Pieroz
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2 votesFreya Pieroz
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158 votes
An error occurred while saving the comment Freya Pieroz
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I'm running three weeks worth of weekly payroll for one client today, with the client's permission, because neither of us wants to be in the office in between Christmas and New Year's. I'd really like to schedule the payslips to automatically send on the day that the payments are scheduled for.
(Payslips that aren't sent within 24 hours of payroll payment day are breaking employment law; me working while I'm on annual leave breaches my contract. Basically, I currently have no option available to follow all legal requirements)
An error occurred while saving the comment Freya Pieroz
commented
Fair Work Australia says payslips are to be sent within a day of payday - we like to queue up payroll so as much as possible runs automatically over Christmas, when we're all on leave, but payslips being required to be sent within a day of payday means that we can't, for example, create a payroll to be paid on 28/12/22 and then go on holiday - someone has to log in while they're visiting family just to send the payslips.
Freya Pieroz
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10 votesFreya Pieroz
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11 votesFreya Pieroz
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3 votesFreya Pieroz
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My clients do use payroll to process direct contractors, because Australia and superannuation, but there is absolutely no reason for those contractors to have access to the finances of a project. They don't need to see the internal profit and loss; they don't work for the company.
These contractors also don't use Xero timesheets, because they use and submit timesheets as per my clients' customer's requirements (gotta have approved timesheets attached when I invoice the customer) and getting them to do their timesheet twice is stupid time-wasting. So if I want to have their timesheets in Xero timesheets, in order to assign that timesheet to a Project, I have to manually enter each timesheet and assign it to the contractor as a Projects user, and that's a waste of MY time.
I currently do a workaround by creating a bill for each individual being paid through payroll, and assigning _that_ to the project, but I have to track the hours they've worked in a spreadsheet because the tax withheld means that I can't put 40 hours @ $30/hr = $1200 on the bill for that payroll since they actually get paid $1200 less tax plus super accrued (to be paid in a month).