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  1. Post manual journal entries to bank/cash accounts

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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? 

    Evelyn Pederson supported this idea  · 
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    Evelyn Pederson commented  · 

    I want to add to what Scott noted. As a user of QBs (and a Controller) for many years and just now using Xero, I don't agree with not having this functionality. It is a critical function to be able to record journal entries to cash. From my example, we factor our invoices so there are various dates from when the invoice is prepared to when the invoice is factored and payment is received. I need to record journal entries upon the specific dates of flow through of the factored invoices, which require entries to cash.