Xero - scanning invoices in.

[DrDunc]

If only farm assurance schemes were as simple and well thought out as Xero

It's actually a pleasure to do the books now. Attach an invoice photo or email on the app, reconcile the back statement once a month, and click send on the vat return, job done

However, with the current fert and fuel prices, won't be needing to use the excellent profit and loss reporting feature any more

 

[Kam]

As mentioned above, ezzybills makes life so much easier. 99% of the time it reads and populates all columns in Xero correctly and is sitting there in drafts for approval. It literally takes seconds

 

[warksfarmer]

As mentioned above, ezzybills makes life so much easier. 99% of the time it reads and populates all columns in Xero correctly and is sitting there in drafts for approval. It literally takes seconds

So ezzybills is a standalone app not connected to xero? But basically just emails the stuff to xero? Then xero recognising it and allocates it accordingly?

 

[farmerdan7618]

Will be switching to xero asap and it’ll be mainly used on a desktop pc. Anybody come up with a quick way of uploading invoices? The way I see it there’s two options but neither are quick and are fiddly.

1. Add a scanner to the pc and then scan each invoice as it’s put into the system.

2. take a picture of said invoice on my phone then email it to myself onto the pc to then open it up to upload to xero via the pc.

3. option dont upload the invoices.

So both options create extra work and multiple emails backwards and forwards as well as clogging up the camera on the phone. Yes they can be deleted once done but that’s another job as well.

Am I missing anything?

Email invoices will help you here, get Dext alongside Xero and auto forward anything that has the word invoice in it from your email account to your Dext email address.

Use the Dext app on a phone to photograph paper invoices.

Also use the fetch function in Dext for utility bills, it downloads them for you then.

Will take similar time to hole punching and putting in a file, certainly no longer.

 

[Kam]

So ezzybills is a standalone app not connected to xero? But basically just emails the stuff to xero? Then xero recognising it and allocates it accordingly?

Yes, Ezzybills is a standalone app, it connects to your xero account. Just drag and drop pdf's to ezzybills and it automatically sends to Xero which recognises and allocates

 

[Still Farming]

Much easier if you have a business account, as you don't then have to reconcile all your personal transactions.
As @upnortheast said, it isnt a big deal to allocate some private spending transactions from the business account, but it might get tedious if you had to do everything

Fecking pen and paper simple !
Change not good.
Any experience if quickbooks easier,cheaper etc?

 

[Chae1]

Probably already been said, but I just forward email with attachment invoices to xero. Most invoices arrive by email now.

Any that don't I take a picture with xero app and upload them.

 

[warksfarmer]

Probably already been said, but I just forward email with attachment invoices to xero. Most invoices arrive by email now.

Any that don't I take a picture with xero app and upload them.

90% of our invoices still arrive in the post.

 

[colhonk]

Crikey, all this modern digital stuff seems far too complicated.

 

[chaffcutter]

It’s absolutely not complicated and for making tax digital for the VAT it’s a doddle, so quick.

Very easy to check the return before you send it with a single click. Reconcile regularly and nothing gets missed.

 

[Robt]

90% of our invoices still arrive in the post.

Just tell all your suppliers you will only pay bills that are sent to you via email. You’ll soon find about 90% of your invoices arrive by email

 

[colhonk]

All well and good, but what happens when as mine did the other day, the hard drive sh&ts itself and everything is gone. Lucky for me the small external ssd had most stuff on it

 

[Steevo]

All well and good, but what happens when as mine did the other day, the hard drive sh&ts itself and everything is gone. Lucky for me the small external ssd had most stuff on it

Xero is cloud based. Nothing lost.

 

[Still Farming]

Xero is cloud based. Nothing lost.

What's quick books?

 

[JimAndy]

how hard is it to export the data out of Xero to excel

 

[Steevo]

What's quick books?

Same.

Reasons to Use Cloud Accounting Software - QuickBooks | Global

Explore the reasons to use cloud accounting software for your small business and learn how to integrate into cloud-based technology with our guide.

quickbooks.intuit.com

 

[Boysground]

how hard is it to export the data out of Xero to excel

A quich google says it’s not too difficult. What do you want to do, Xero can be used to produce really good reports

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[Kidds]

So what do you do when the internet goes down, which is regular here, and what are you going to do when the Russians or North Koreans hack into the Xero/QB servers and feck em up?

 

[Boysground]

Until a couple of weeks ago i thought there was more chance of my computer system packing up rather than Apple or Microsoft etc. I have almost nothing stored on my system it’s either with the software provider or cloud storage.

I am now wondering if a physical copy on a hard drive may be a good idea.

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[redsloe]

Probably already been said, but I just forward email with attachment invoices to xero. Most invoices arrive by email now.

Any that don't I take a picture with xero app and upload them.

I like xero but I guess I am wasting a lot of time manually entering invoice details?
I am yet to figure out this photo business.

New financial year in a couple weeks, will try to adapt