We normally use Linkmybooks for the main marketplace integrations but they don’t do B&Q so I’m going to have to manually do it. The B&Q invoice/statement shows total sales amount, and deductions for fees and commission. Amount I receive in bank is sales minus all fees. What would be simplest way to do it? I attempted to create a clearing account but struggled to reconcile so I’ve done something wrong there. l‘ve tried creating an invoice for sales money owed and separate bill for fees and reconciling them against each other but that didn’t work as the amounts were not equal.

Hi Brains Trust,

I’m wondering if anyone has encountered this problem and found a solution?

My customer wants a reference field that ascends every month. I want to setup a reference on a reoccurring invoice that states ‘workorder 123-1’ for example, with the next month being ‘workorder 123-2’ and so on.

I can get the month and the year in there as a placeholder that auto adjusts, just not this type of placeholder.

Any workarounds or 3rd party apps that may help?

Cheers

Hi all, I have recently joined a business and I am in the process of bringing the company into the 21st century. Currently all invoices are done manually and sent via a PDF. We work for clients who pay us via a solicitor which currently means I could be completing work for Mr Jack Daniels but the money comes in through Mr Jim Beam LTD.

We could be doing lots of work through Mr Jim Beam LTD but only one job for Mr Jack Daniels, is it worth reconciling this money to Mr Jim Beam LTD and having Mr Jack Daniels as a reference or would it be better the other way around?

Hopefully this makes sense.

Xero been down last couple weeks.

Just now its not loading transaction or detail page again.

is this me or Xero down again and again???

Hi everyone. Hoping someone can help me before I muck it up. I have almost 200 receipts that are either cash purchases or purchases that I used a personal bank account. Where/how do I log these?

Has anyone seen any more information on this, outside of the ASX announcements? XeroForce and XeroOS both sound promising, but also only appear to exist in stockmarket announcements.

hi everyone, i’m new to xero and wanted to ask what i did wrong. i connected the bank to xero but it only pulled 50 transactions this month…

i renewed the bank feeds last friday in case it rolls out the other missing transactions but it hasn’t.

any tips i can do? do i just download the bank statement and import it? need everything to be laid out in xero

I noticed Xero quietly rolled out an automated system update that scans incoming files and drops an on-screen warning if it flags a potential duplicate bill or credit note from the same supplier. Has anyone had this pop up on their dashboard yet? Is the AI matching logic smart enough to detect duplicates when a supplier accidentally formats an invoice number differently (like adding a trailing slash or space), or is it just doing a rigid character-string match on the invoice field?

Xero is one of the best accounting packages around and winner of the 2026 Fintech Breakthrough Awards: Best Use of AI in FinTech.

Right now you can save between $400 and $700 in the first 6 months with our 90% off for 6 months referral deal.

Here is our link - https://referrals.xero.com/0ew14qht6n7l

Xero will save your business time and money with these great features:

• Accept Payments – accept online payments directly from your invoices.
• Online Invoicing – Send invoices, tracks payments, and prompts late payers. GST is handled automatically.
• Bank Transactions – Connect your bank account to Xero.
• Payroll – Xero's payroll software helps you manage Single Touch Payroll reporting.
• Quoting -Prepare your professional looking online quotes and estimates. Send them instantly from Xero and turn accepted quotes into invoices.
• Pay Bills – Simplify your payments.
• GST – Xero records GST on each transaction.

Thanks

Mike

https://preview.redd.it/3xaofl9cul0h1.png?width=270&format=png&auto=webp&s=abfbd7fa6d37036839daf55c44081960c9bd4a01

I just want to shoutout to y’all at Xero! I’ve been doing some on-the-side financial consulting with a startup (well, for the moment I’m the entire finance department), and we were asked by a potential investor for historical financial statements. Which did not exist. So we needed a quick-to-deploy GL that didn’t cost a whole lot, but would offer enough scalability for the next couple of years (we were already talking about deploying an ERP, but the timeline got accelerated).

I’m not an CPA, but I’ve done a couple of tours as a staff accountant, and I’m a big accounting information user in my day job. Xero was so easy to deploy, and then it took me like an hour and a half to import 4 years of bank and credit card statements. Based on what everything I brought in, I would say the beta import feature was like 98% accurate. A few credit card payments didn’t import correctly (sign errors from the statements), but overall I was really impressed with how well it worked. And then the reconciliation screens- this was the easiest bank recon module I have ever used!! *glares at Great Plains*

Now let me talk about the canned reports. I’ve worked with ERPs that had no canned reports (Oracle) and pretty useless canned reports (*glares at GP again*). Xero’s reports *are actually useful*! Plus there’s hyperlinked drill-down like Netsuite has!

You guys have done a great job with your platform, and I look forward to using it more!

Couple of pet-peeves:
- I wish there was a way to edit bank transactions (ie clear messy descriptions, fix sign errors) between when they are imported and when they post to the reconciliation module.
- It would be nice to have fewer steps to be able to enter manual journals, but I realize I’m not exactly target user for y’all.
- It’s hard to find any information about how compatible Xero is with 3rd party CPM and report packages, and I wish the (fantastic) support database had this information, especially since some startups might be choosing their accounting platform based on how it can be scaled up as the org’s accounting and finance needs grow.

If you’re a random person googling old Reddit posts about good startup/small business accounting packages, just go with Xero.

I saw the Claude connector today- I didn’t get a chance to use it, but I did have time to connect it and noticed a big flaw (for my firm). When connecting Claude, it asked which entity to connect to. I inquired how I could connect to more than one- it said it can only connect to one. In order to change to another entity, you have to disconnect the first and go through the process and connect another.

We have 9 entities… seems unreasonable to do this. There must be a workaround.

Every time a xero "upgrade" comes out, it breaks the platform functionality (UX) in massive ways.

Currently, you can't attach a PDF to a PO without finishing the PO first, then going back later to attach the file. How is this even remotely reasonable.

They've already broken the contacts creation tool with a similar model. You now can't add the w9 to the files section without creating the contact first. This negates the entire point of the contact attachments to be able to see the w9's info to create the actual contact info, entity structure, and EIN number.

Somehow though, they've figured out how to get this to work fine for debits and credits? Or is that the next thing to be broken by their "updates"?

Xero just launched the live Claude integration today. I asked it to "identify my top three overdue invoices and draft a polite follow-up for each" and it pulled the data instantly without me leaving the chat interface. Is anyone else testing this yet? Does it handle complex tracking categories correctly, or is it still just scratching the surface of the "JAX" AI engine? I'm curious if this actually saves time or if we'll spend more time double-checking the AI's math than we would just running a standard Aged Receivables report.

I'm tired of phishing emails (for years) and downtime, plus price increases for no reason. Sub par features.

Any suggestions on other alternatives? I'm in New Zealand and it has to work with IRD.

Also any suggestions on when to transition? Should I wait for the fiscal year to end?

Thanks in advance, fellow Xero users.

Someone or something has b0rked Xero again here in NZ, not sure about other locations. Has anyone tried turning it off and turning it back on again?

EDIT: 11:10am NZST - Investigating - We are aware our customers trying to load pages in Xero are experiencing errors. Our team is investigating this with urgency.