- Location
- Shropshire
I wasn't sure I would get away with 700 - I use it for all the petty cash and fuel invoices too so it was a pleasant surprise. Weird how 700 is £55 but less than double the number of invoices is £150...
Xero - tips and tricks
- Thread starter Steevo
- Start date
- Location
- Northumberland
Is there a facility in FP to create an export file ?
- Location
- Wiltshire
I just started again when I moved from FP. Took the opening balance and the opportunity to tidy up my heading codes. Can still look back on my FP data which is less and less often as time goes by.
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- Location
- Wiltshire
This is really odd. I have a bill from another xero user. Have just sent it straight from email to my Xero.
The bill is for £10400 less a £1400 discount the +vat of £1800. Xero however has added 16p + 3p vat to the bill. I then put a rounding line in which gets the balance correct, but Xero wont approve it saying the totals dont match, but they do!
Any ideas?
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The bill is for £10400 less a £1400 discount the +vat of £1800. Xero however has added 16p + 3p vat to the bill. I then put a rounding line in which gets the balance correct, but Xero wont approve it saying the totals dont match, but they do!
Any ideas?
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- Location
- Shropshire
Weird. Does the total at the bottom of the invoice agree with the total top right?
Does it balance in the original email?
Can you delete the line items and re populate?
I can't understand why Xero would add a line. Have you tried messaging them?
It's one of those things where it's probably easier to just create an invoice yourself and delete that one, but it's annoying because it should work.
- Location
- Wiltshire
The 2 totals agree and everything adds up but it won’t approve. I can only think that it’s something to do with the imported invoice and however Xero reads it. I have deleted it and started again and it still does it. I agree with you, will just be easier to add it manually.
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- Location
- West Sussex
What’s the tidiest way to allocate income and costs internally for different enterprises within a business. I can think of a few ways of doing it but can’t decide which would be the tidiest? Journaling presumably?
Example; I want to start some direct selling of beef. I’d like my normal “livestock sales” account to show a fair price for the beast (say £1,200) but I’d like show all of my sales income in a separate account (perhaps “direct livestock sales”) and the £1,200 as a cost in “direct livestock cost”.
The same could apply to grains used for mill & mixing.
I’m trying to make GMs quick to extract and minimise accountant input.
Tracking codes could be another way?
Example; I want to start some direct selling of beef. I’d like my normal “livestock sales” account to show a fair price for the beast (say £1,200) but I’d like show all of my sales income in a separate account (perhaps “direct livestock sales”) and the £1,200 as a cost in “direct livestock cost”.
The same could apply to grains used for mill & mixing.
I’m trying to make GMs quick to extract and minimise accountant input.
Tracking codes could be another way?
marshbarn
Member
- Location
- shropshire
How do i code grain sales for vat, is it zero rated income ,no vat or exemp income.
TIA
TIA
Steevo
Member
- Location
- Gloucestershire
Zero rated I believe.
Dave W
Member
- Location
- chesterfield
This might be total rubbish and rumours.
Friend told me that hackers are infiltrating sent invoices from Xero, altering bank details before sending them on to the recipient.
Any truth in it?
Friend told me that hackers are infiltrating sent invoices from Xero, altering bank details before sending them on to the recipient.
Any truth in it?
- Location
- Portsmouth
Get the two step authentication setup with your phone.....little annoying at first but soon get used to it and adds another layer of protection
- Location
- North Wales
Or hacking emails and sending another email following the Xero invoice to inform them that bank details have changed. It's worrying. Have one friend that's been scammed
Princess Pooper
Member
- Location
- East Mids
If anyone told me by email or on invoice their bank details had changed I would phone them up (not using the number supplied on the email or invoice) to get confirmation before I paid anything.
Dave
Member
- Location
- Lake District
That is exactly what happened to us in February this year, bank details on printed and emailed invoices were changed a bank account held with The Tide Bank. We have done a lot of security fixes since, including two step authentication which is easy to use. Xero were helpful to a point, police sent us to Action Fraud, who as far as I can see have done nothing. Sort your passwords, get your security software up to date and do two step authentication, don't get complacent.
Adam@Rumen
Member
- Location
- Nantwich/Rishton
What process does everyone use for expenses and receipts - IE buying a book of stamps or something?
Cheers
Cheers
Will Blackburn
Member
- Location
- Cheshire
EzzyBills app.
Adam@Rumen
Member
- Location
- Nantwich/Rishton
Does that report directly into Xero? Will look in to it now thank you
- Location
- Shropshire
You can do expenses on the Xero app. Go to the + sign, click add receipt, add a photo and details including how you paid. If it's with a company card/bank account that is linked to Xero you click that (and it will appear in the bills section to reconcile), or if it's a cash or private card payment, you click 'I want to be repaid.' Then you can publish the receipt to the expenses section of Xero and approve and pay them from there.
Ezzybills does report into Xero but it defaults to a bill rather than an expense receipt so if you want to be repaid I think you have to do it differently.
Ezzybills does report into Xero but it defaults to a bill rather than an expense receipt so if you want to be repaid I think you have to do it differently.