Settings and activity
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2 votes
Freya Pieroz
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5 votes
Hi Hiten, company money transactions are recorded in the organisation as Spend money. You could run the Account Transactions report for your bank accounts, and add a filter for, or group the report by source to only see spend money transactions.
In terms of commissions, we don't have a specific feature for tracking this however you could use Tracking in Xero to set up a Tracking category and each of the employees as a tracking option on that category. This way when they are entering company money transactions you could track it back to the employee by filtering by that tracking option.
Freya Pieroz
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7 votesFreya Pieroz
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7 votesFreya Pieroz
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35 votes
Appreciate the conversations here. The other idea linked in this conversation that we delivered on was the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule.
We appreciate wanting to see further improvement in this space, and this is something we have intentions of looking at in the future, however we don’t have any timeframe right now. I’ll be sure to share any news with you all here.
Freya Pieroz
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20 votesFreya Pieroz
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3 votesFreya Pieroz
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107 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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501 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
Freya Pieroz
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39 votes
Thanks for the detail of why the Short term cashflows option is not viable for you here, Karl.
We don't have any immediate plans around this but will keep an eye on the appetite here and let you know if there's any plans made.
Freya Pieroz
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24 votes
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
As of today's date (4th July 2024) the Payment Summary Details report now shows that it is reporting as of the first day of the financial year after the financial year that it covers.
Which is Wrong. It implies that it is the payment summary (for the financial year including the date given ie 2025 in the screenshots) as at the given date when it is as at the day prior (and for the financial year ending the day prior ie 2024). This report does not give a fair and accurate picture of the accounts and therefore fails at basic accounting standards.
Freya Pieroz
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19 votes
An error occurred while saving the comment Freya Pieroz
commented
Alternatively, list the items with that string at the start of the list and those where it is a part of the item code but not the start listed further down.
Freya Pieroz
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43 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
Freya Pieroz
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6 votes
Hi Tom, it's already possible to pay superannuation contributions weekly. Auto Super allows you to make superannuation payments as regularly as you'd like. Are there further enhancements to this process that you feel would make it easier for you to make weekly super payments?
Freya Pieroz
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2 votesFreya Pieroz
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5 votesFreya Pieroz
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2 votesFreya Pieroz
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237 votesFreya Pieroz
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As it currently stands, I do not know just by looking at it whether this report includes the payrun I ran on Monday 1st July 2024 for the payroll period ending 30 June 2024, and because Payment Summaries should only include payments made during the financial year being reported, this is quite a problem.