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  1. Post manual journal entries to bank/cash accounts

    7 votes

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    6 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Scott, appreciate your feedback of what you find both good and limiting when using Xero. 

    When you mention the need to create manual journals to bank or cash accounts are there some common situations you find yourself needing this? 

    For the payroll transaction I wonder if bank rules could help identify and create the transaction in Xero for you, rather than having to enter this as a bill? 

    Bank rules and the use of spend and receive money through reconciliation may also be able to help for other scenarios too? 

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    Mili Cortina commented  · 

    I can`t believe that Xero hasn't thought this through better. As a CPA, I have clients that deal exclusively with cash (floats, petty cash). To be able to use Hubdoc with these accounts, they must be set as a "bank". Not being able to post to these accounts is a tremendous hassle and ineffective way of working. Accountanting firms should not have the same limitations as the general public.

    Mili Cortina supported this idea  ·