Xero Training - Reconciliation (Bulk) Cash Coding in xero

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  • Опубліковано 25 гру 2024

КОМЕНТАРІ • 18

  • @AK-Admin
    @AK-Admin Рік тому +1

    How to code transaction which can't find in previous year transaction also in Google
    Please tell me

    • @AvodaBusinessAdvisory
      @AvodaBusinessAdvisory  Рік тому

      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

    • @AK-Admin
      @AK-Admin Рік тому

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

    • @AvodaBusinessAdvisory
      @AvodaBusinessAdvisory  Рік тому

      @@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

    • @AK-Admin
      @AK-Admin Рік тому

      @@AvodaBusinessAdvisory I Have problem in coding the transaction sir

    • @AK-Admin
      @AK-Admin Рік тому

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

  • @sujames3485
    @sujames3485 3 роки тому

    thank you this is exactly what I am after!

  • @JessicaSGrigsby
    @JessicaSGrigsby Рік тому

    I the cash coding option available for the Early plan?

  • @AbdullahShahbaz-r2d
    @AbdullahShahbaz-r2d Рік тому

    Cash coding is not shown at interface, how can I turn this On?

    • @AvodaBusinessAdvisory
      @AvodaBusinessAdvisory  Рік тому

      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.

  • @dilshaedireweera7417
    @dilshaedireweera7417 Рік тому

    How to move to next page in cash coding .i have more than 800 transaction to be reconcile . I can' t find how to go to next page

    • @AvodaBusinessAdvisory
      @AvodaBusinessAdvisory  Рік тому

      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 :)

  • @hanhruan
    @hanhruan Рік тому

    Hi Ms, i have question about refund. So if you receive a refund from your payment, how can you allocate this refund to suspense in Xero? And what if the payment is in the previous period fianace, what can i do? In case you allocate it as Other income (when you only receive a part of your payment) what is your process?
    Hope you reply. Thank you so much❤

    • @AvodaBusinessAdvisory
      @AvodaBusinessAdvisory  Рік тому

      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.

    • @hanhruan
      @hanhruan Рік тому

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