Xero - tips and tricks

[Boysground]

We don't buy much stock but for sales I enter the eartag. I find it a handy way of double checking passports etc as I go along and for barrens I put the reason - fertility/feet/udder etc and the grade from the abbatoir. It's handy when you have to do the health plan to know the reasons they were culled. I also think having the tag numbers at a glance should be easier for purchasers when doing movements.

I would put each animal as a line but probably not a tag no. as they are all on the dairy software. Any other costs as separate lines

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[upnortheast]

Paid about 20 invoices last night & for reasons I`m not sure of 2 payments came back into the account. Checked with the supplier to see if account numbers or anything have changed
Sent the payment again which appears to have gone
So I have 2 payments & 1 returned payment for each invoice
Any thoughts on how to deal with that in xero ?

 

[Dairyfarmerswife]

Paid about 20 invoices last night & for reasons I`m not sure of 2 payments came back into the account. Checked with the supplier to see if account numbers or anything have changed
Sent the payment again which appears to have gone
So I have 2 payments & 1 returned payment for each invoice
Any thoughts on how to deal with that in xero ?

Pay one from suspense (rather than the bank account) and receive it back from suspense for the returned payment

 

[Steevo]

Anyone else thinking the new interface is like working with a BBC micro PC? Looks far less smooth and futuristic to me.

Sure I'll soon get used to it though.

 

[holwellcourtfarm]

Anyone else thinking the new interface is like working with a BBC micro PC? Looks far less smooth and futuristic to me.

Sure I'll soon get used to it though.

Showing your age to say that...

Showing MY age that I know what you mean

 

[Boysground]

Showing your age to say that...

Showing MY age that I know what you mean

Unfortunately you can put me in that group

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[Steevo]

I’ve only heard about them….never seen one in the flesh!

 

[nonemouse]

I’ve only heard about them….never seen one in the flesh!

Too modern for me, grew up using PET Z80a Sinclair zx80 and ITT 2000, never got as advanced as BBC micro

 

[smcapstick]

I’ve just done my quarterly VAT return (late by 36 minutes - I hope they let me off!).

Xero’s auto fill is rubbish, as is the multi line interface. Doing VAT margins it a real pain. Beer helps, though.

 

[upnortheast]

For reasons I can not figure out Xero has imported 6 transaction twice from the bank.

How do I delete the 2nd transaction ?

Edit. Manage to delete the repeats. Still puzzled as to why it would do that

 

[redsloe]

For reasons I can not figure out Xero has imported 6 transaction twice from the bank.

How do I delete the 2nd transaction ?

Edit. Manage to delete the repeats. Still puzzled as to why it would do that

Have you recently renewed your bank feed. I think that upsets it sometimes?

 

[upnortheast]

At least a month since it was renewed

 

[Boysground]

For reasons I can not figure out Xero has imported 6 transaction twice from the bank.

How do I delete the 2nd transaction ?

Edit. Manage to delete the repeats. Still puzzled as to why it would do that

It does that occasionally for me, used to be much worse when I had to use the yodlee feed. I guess it’s a communication issue between bank and Xero software.

Its a good idea to keep an eye on the Xero statement balance and the actual bank one, if there’s a difference duplication is often the cause. Don’t forget to account for any pending transactions

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[Dairyfarmerswife]

For reasons I can not figure out Xero has imported 6 transaction twice from the bank.

How do I delete the 2nd transaction ?

Edit. Manage to delete the repeats. Still puzzled as to why it would do that

Mine has done it too, re imported transactions from up to two weeks ago. It's going to be time consuming sorting it out

 

[chaffcutter]

It’s a pain this duplication, it’s so easy to delete the wrong one, however if you do that there is a ‘reinstate’ tab at the top left of the transactions screen, saved my bacon!

 

[Boysground]

I was just playing with the reports for something else, if you go Accounting-Reports there is a new Duplicate statement lines report. It doesnt show anything for my accounts at the moment, which as far as I know is correct.

Could be a useful feature.

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[Dave W]

Sorry if it's been covered before but I've been scammed today.
sent an invoice via xero which was promptly paid. But the invoice was intercepted and bank details alerted.

Just about to contact xero

 

[Dave W]

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.

Did you ever get anywhere with this?

 

[Dave]

Did you ever get anywhere with this?

Thats bad luck, sorry. I reported to the Police, who in turn sent us to Action Fraud, filled in loads of info on line, chased them up a couple of times, never heard an thing since

 

[legin]

Anyone having trouble renewing their Bank Feed??