Відео

That would be a great feature. You should definitely suggest it as a feature to xero. But no, at the moment you can only set up 5 reminders. However many days past due is up to you. you could do 7/14/21/28/35 etc which would give you 5 reminders, one each week for 5 weeks.

Indeed. :)

Some Items such as milk etc to not attract GST. And some items do. Therefore some items on a receipt will show GST and some will not. Does that answer your question? Please explain further if I haven't answered properly.

Hi, Sorry for the delayed reply. I have been on Maternity leave. Xero has changed the view of this now. You will now need to click on the employment tab of the employee and then at the bottom left you will see an end employment button in red. From there you can set a termination date and end employment.

Hi, Sorry for the delayed reply. I have been on Maternity leave. There is no automatic way of changing the invoices. But what you could do is when you set up a repeating invoice, you can set it to be draft only rather than approve or approve and send. Then you can manually go in and change the invoice number each time. Ensuring after you have changed the invoice number you then send it out manually.

Hi, Sorry for the very delayed reply. I've been on Maternity leave. Thanks heaps!

Hi, Sorry for the very delayed reply. I've been on Maternity leave. I don't ever use customer as I purely use hubdoc to manage my invoices and receipts for purchases. Customer looks like it refers to billable expenses. If we wanted to then pass on the invoice we have paid for to bill it out to a customer.

@@AvodaBusinessAdvisory Congratulations on a new baby. Thanks for coming back. I figured it out in the meantime.

Hi, Sorry for the very delayed reply. I've been on Maternity leave. I have just tested this. It seems as though the mark as paid check box is only for hubdoc. Nothing changes when we publish it to xero. I've only ever published invoices as purchase. I don't recommend publishing as spend money.

Sorry for late reply, I have been on Maternity leave. I'm a bit confused by your question? Do you mean what if you mark one invoice as paid with one whole amount but you've actually paid four separate times showing up on the statement or dashboard? If that's what you mean, you would need to remove the payment from the invoice and then reconcile and allocate the payments to the invoice by using the split button each time.

Sorry for late reply, I have been on Maternity leave. Glad it was helpful!

Sorry for late reply, I have been on Maternity leave. This video is a few years old now. Some options may have changed. I'm sorry you can't find the options I have talked about.

Sorry for late reply, I have been on Maternity leave. Glad it was helpful!

Hi, There are two ways you could do this. My preference would be to create a single invoice for $4,000, they would then pay you an amount per week/month etc and you would just continue to apply it to that invoice. If they want an update on how much is left to pay, you can then send them that invoice which will show what is left to pay. Alternatively, if you did want to split it up into separate invoices so each new invoice would have a different invoice number. You could do repeating invoices totalling the amount of $4,000 and set an end date for the repeating to stop after 6 months. So if you did $4,000 over 6 monthly payments it is going to be $666.67 per invoice per month. This overall might be out a few cents at the end of the day which is one of the reasons I prefer the other way which is neater.

Glad it was helpful!

You're so welcome!

What happens if you go into the invoice by clicking on them from the statement area, is it marked as paid down the bottom? Another common error is that you might have more than one contact. So you might have multiple invoices across two contacts. For example we are Avoda Business Advisory Pty Ltd, but you may also have us entered as Avoda Business Advisory. Let me know what you find.

Maybe you're running the statement up to the date before the invoice was paid. Check dates

In the top right of the cash coding page there is a button that says 'show more' if you keep clicking this it will display more and more. I'm not sure how many times you can click before you have to start cash coding. I'm not sure if it would show the full 800 transactions. I can't quite remember either, but I have a feeling that when you cash code transactions once the selected batch has been reconciled it will display more. If not the fail proof way is to just click show more :)

Sorry!

Are you talking about the review column, where it says processing / review / failed / archive ? What do you mean by accounts? Are you talking bank accounts? If you could please explain your issue a further that would be great.

Hi, cash coding is available on all plans except for the starter plan.

Hi, sorry for the delayed reply. I hope you have found your answer already. But in case you haven't I will answer your question. There is an option to split into items & quantities (click on 'optional details' in bottom left of screen when entering in receipts). This will then allow you to enter in individual items and change GST on each separate line if required.

Hi, I apologise for the delayed reply. I was on annual leave. If you are still having problems with this can you please elaborate as I'm not sure exactly what your question is?

Hi, thanks for reaching out with your question. You certainly can. You will just need to make sure you have an account set up that is called Capital Contributed (when you contribute funds into your business), some businesses may also have it different where it is set up as a loan account or even called something totally different, maybe just check with your accountant of bookkeeper. You will also need to make sure the enable payments is ticked in the account settings (chart of accounts). When you click the + symbol you want to click add bill rather than add receipt. Take a photo and enter in everything as normal, but then you can mark the bill as paid from capital contributed. You may need to do this from the computer rather than the app I'm not 100% sure. Another option is to pay yourself back the exact amount from the business bank account to yourself and then just enter everything as normal by adding receipt etc and treating that money out to yourself as if you were paying the actual supplier. I hope that makes sense?

Hi, Apologies for the delay in reply. If you cannot see cash coding you will need your user access in xero changed to allow cash coding. If you have manage users access you can do this yourself. Otherwise you will need to ask the person who has manage user access to grant you access to cash coding.

Hi, thanks for reaching out. If a full time employee is going to casual, I would change their employment status to casual, and put in a leave request for any unused leave for that pay period. (making sure you set the personal carer's leave to $0 per hour if your policy states that you don't pay out unused sick leave) That should clear out the unused leave and there should be no need to terminate and reinstate. This xero article might explain a little better than me though. central.xero.com/s/article/Change-employment-status#Moveemployeefromfulltimetocasual

Hi there, thanks for reaching out. I'm finding your question a little unclear. I'll do my best to understand and answer. It looks like there are three parts to your question? 1. How can you allocate this refund to suspense in xero? - You can use the normal reconcile area and click on 'create' then create a receive money transaction, fill out the details and then allocate the amount to suspense. When doing to suspense always making sure that there is money going out and back in of the same value, suspense should always end up balancing as $0. Your accountant can clarify this though. 2. What if payment is in the previous period of finance? If your annual accounts and tax return have been complete for that previous year, then you should be asking your accountant for advice around this. If the accounts and BAS have not been completed, then normally it is ok to edit anything from prior years/quarters providing nothing has been lodged with the ATO. (Applies to Australia only) But please clarify this with your accountant as we do not know your complete situation. 3. When you only receive part of your payment what is the process? I have a video about splitting payments, this should clear that up for you. ua-cam.com/video/kRckdt4T-98/v-deo.html. If I've misunderstood anything, please let me know.

@@AvodaBusinessAdvisory thank you so much for replying. Your answer help me a lot. Thanks again ❤️

Hi, apologies for delayed reply, I have been on holidays. I don't fully understand your question, please provoke more information if you can? Thank you

@@AvodaBusinessAdvisory I can't code transaction which is not in the detailed account transaction in xero

@@AK-Admin Hi, I'm sorry I still don't understand your question. It might be worth directing it to xero help and inviting them into your organisation so they can take a deeper look as to what is going on. It almost sounds like you have a technical problem to me. central.xero.com/s/article/Get-help-from-Xero-Support

@@AvodaBusinessAdvisory I Have problem in coding the transaction sir

@@AvodaBusinessAdvisory Please, help me on any social media app about my doubts

Hi, we can't offer advice specifically for you and don't understand your exact situation, we would suggest you talk to your accountant. However, as a general rule, yes you can, as long as the annual leave cash out is run through your payroll software so a record is kept and any tax can be paid and STP reporting completed with the ATO (if you are in Australia)

@@AvodaBusinessAdvisory thanks for you reply, its helpful for me. 😊😊

@@AvodaBusinessAdvisory one more thing plz make a video on STP Partly Filed, thanks

@@accountslifafa8369 Hi, maybe this article will be able to help you. central.xero.com/s/question/0D53m0000727MFSCA2/i-have-a-partly-filed-pay-run

You're welcome!

I'm so glad!

Hi Matt, I've just double checked the app again as this video was created a couple of years ago now. And yes, it still appears to be manual entry. If you are after something that picks up the information automatically. I would recommend using HubDoc. It has the features to do this and then pushes straight through to xero if setup correctly. Of course, it is not totally fail proof and it's a good idea to double check the information it codes for you. I have created a video on hubdoc (using on PC) and how it does this if you want to check it out. The App works very similarly. ua-cam.com/video/IiDePY16nzg/v-deo.html

@@AvodaBusinessAdvisory thanks ill check it out if its free

@@fishey1 Sure is 🙂

No problem!

Hi, So you have underpaid a single bill by $50? or is it multiple bills totaling $50. Just need a little more info to be able to help you here.

Hello, new subie here, hopefully you can upload more videos regarding the INS and outs of Xero software 👍

Hi Liam, I'm so sorry for the late reply. And I'm sure you have probably sorted this by now. But here is the answer anyway for reference. You don't give out Payment Summaries anymore to employees, it goes straight to the ATO where they can then download from their myGov account.

Hi, I do sincerely apologise for the delay. I now have notifications activated so this won't happen again. But thought I'd answer your question in case anyone else has the same one. To change the logo, it is not done in the email template settings. You need to go to Settings>Invoice Settings then click on the options and change logo. From there you can upload a logo. The logo must be supplied in one of the following formats: .jpg .gif .png. I hope this helps and please reach out if you have any further questions.

Glad you liked it

Yes this is exactly what to do for when a lesser amount is paid.

Welcome!

Hi, Please use this link for reference. www.ato.gov.au/business/payg-withholding/payments-you-need-to-withhold-from/payments-to-employees/allowances-and-reimbursements/withholding-for-allowances/