Steevo
Member
- Location
- Gloucestershire
I think it's one of those things....start small, learn a bit, try a bit more etc. and pick it up as you go along.
There are some training videos online you can browse, some done by Xero themselves.
Xero - tips and tricks
- Thread starter Steevo
- Start date
I think it's one of those things....start small, learn a bit, try a bit more etc. and pick it up as you go along.
There are some training videos online you can browse, some done by Xero themselves.
- Location
- Wiltshire
Thats what I like about it. It easy to start and change things as you learn and become more confident with the software.
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- Location
- Wiltshire
It would be good if this thread keeps running. this is the best way to learn what Xero does.
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Steevo
Member
- Location
- Gloucestershire
Just found I made a payment in error on the farm account. 
Any easy tips on doing a contra payment to keep it outside the accounts?
Any easy tips on doing a contra payment to keep it outside the accounts?
Foregoneconclusion
Member
- Location
- Pembrokeshire
I cant really compare as i just got sick and tired of receipt bank being so clunky and slow.
however.. I found auto entry much quicker, very intuitive ( i am 47 years old so not a tech whizz or particulary patient) The ability to check, modify and modify invoice details easily - whilst the copy of the invoice was occupying half the screen-was a big plus. (very handy for sneaky devils who like to put credit charges in) I ask my suppliers to email my auto-entry account directly with email invoices so the invoice gets posted immediately for me to persuse before it uploads to xero.. with paper invoices they just go into the autofeed draw of my scanner and moments later they are being uploaded to autoentry.
They have a free trial with 20 credits- enough for 20 invoices and they have someone available on "chat" or email all the time.. pop over and have a play!
- Location
- Boroughbridge, york
anyone recommend an affordable tray scanner? or should it try a camera on PC?
phone cam through app takes a mirror picture
phone cam through app takes a mirror picture
Steevo
Member
- Location
- Gloucestershire
Thanks, will do. Just taken a quick look to compare pricing - £9.99/50 trans for Receiptbank, £19.99 for £100.vs. £9 and £17 for Autoentry.
Steevo
Member
- Location
- Gloucestershire
Your phone camera? I use the Xero app and just photo each one. Only takes 5 seconds per invoice. Added bonus is my accountant gets to know the carpet I take the photos on.....so it's added security and nobody can slip anything through!
Steevo
Member
- Location
- Gloucestershire
Mirror pic?! That's strange. Which phone?
Might be worth emailing Xero if it's an app issue.
- Location
- Boroughbridge, york
Think ill just snap pics with phone and email to xero rather than use app
- Location
- Wiltshire
Just found I made a payment in error on the farm account.
Any easy tips on doing a contra payment to keep it outside the accounts?
Right, I am not 100% on this. Go to purchases. Then click the paid tab and you should find the invoice you paid by mistake. Open the invoice and just above the total it says "less payment" in blue. Click on this and in the options list you will see "remove and redo". This will delete the payment and you can start again.
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He can't do that with his economy version
@Steevo will have to go to account transactions, select the one that was wrong and click remove and redo, I think.
Actually I think he means he paid for something personal through the farm account. Just code it to partner drawings or whatever your personal drawings account is.
Just found I made a payment in error on the farm account.
Any easy tips on doing a contra payment to keep it outside the accounts?
use the suspense account
best way to explain is watch the help video on contra transactions
why do a contra though ? just remove and redo ?
Steevo
Member
- Location
- Gloucestershire
Ah, what I was meaning more was....bank statement shows transaction for -£34.00. To cancel this out, surely I need to pay in £52 to the account to put everything square again.
But....how do I make the paperwork/Xero right? I can't just delete the transactions for example, so do I need a Contra/Suspense account? Allocate both there and they cancel each other out?
- Location
- Portsmouth
I've just started using "cam scanner" app on my phone. Turns them to pdfs etc
I've also just signed up for the 14 days trial with receipt bank....had not really heard if any alternatives
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reconcile it as an overpayment and then issue a credit note against it, then pay the money out reconciled against the credit note
Steevo
Member
- Location
- Gloucestershire
Foregoneconclusion
Member
- Location
- Pembrokeshire
Drop them a note see if you can get double credits for same price...on their chat feature or email them .. once you have tested it you will be impressed .. no i am not on commission!
- Location
- Wiltshire
Anybody had trouble with the yodlee bank feed for Lloyds over the weekend. There is nothing on the bank feed status Web page. I think it's a problem my end.
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Dave
Member
- Location
- Lake District
What is Yodlee? It's to do with bank feeds? We haven't got the bank feeds working correctly yet, seems to need a lot of manual intervention. One bank HSBC seems more geared up for this, but closing account soon, the other a smaller local building society now provides the main account, and seems to be more troublesome to link, will Yodlee make that link work?