r/xero

We’ve always been pretty loose with the statuses on bills in Xero and I’m trying to clean that up a bit so as of right now most bills get entered as drafts and then someone in finance checks the coding and moves them along but the person who can say whether an invoice is legit is usually whoever owns that supplier and they aren’t really in Xero though so the approval ends up happening over Slack/email and then somebody goes back into Xero and changes the status.

I started looking at using Awaiting Approval properly so at least there’s a clear difference between bills we’ve received and bills we’re actually comfortable paying but I’m not sure it fixes much if the approvers still aren’t going to be working in Xero which is why I wanna ask like how other Xero users handle this. Do you run the approval process through Xero and use Draft into Awaiting Approval into Awaiting Payment as a real workflow or are approvals happening somewhere else and Xero just gets updated afterward?

I have successfully connected my 8 entities to Claude. It can read all of them.

I then modified the code so it can write to them. So far that is basic, it can post to draft or post entirely a manual journal and create an invoice.

Not sure where I will go next. I would like a better Trial Balance akin to what Business Central uses. Any ideas?

I'm researching how bookkeepers handle supplier remittance advices in Xero, and I'm not selling anything. When you pay supplier bills: Do you send remittance advices by hand, or not at all? Roughly how many a month, across all your clients? If one went out automatically once a bill was paid and matched, would you pay for that? What would feel fair per month? Would you rather have one flat price for your whole practice, or a price per client file? Which country are you in (NZ, AU, UK or elsewhere)? "I wouldn't bother" is a useful answer too. Thanks!

Hello everyone,

Hope y’all are doing well. I have worked on 15 xero files at my previous company.

My scope of work was Bills and Invoices processing, bank reconciliation, Month End Tasks, Financial Reviews.

I want to do Xero freelancing, however I couldn’t find much legit information on how can I actually get clients, any help would be greatly appreciated.

Thank you so much.

For anyone looking after lots of Xero files: if something quietly goes wrong, like a repeating invoice stuck in Draft or not sent, a supplier's bank details getting changed, or an invoice approved but never sent, how do you find out today?

Would one automatic weekly email listing those across all your clients actually be worth paying for? If so, roughly what per month feels fair? Or is it already solved some other way?

Not selling anything. Just trying to work out if this is a real pain or not.

We run a seafood processing/wholesale business, buying whole fish and breaking them down.

I'm trying to set up "child items" from the whole fish (special cuts, specific portions, etc.) so that I have an accurate cost tracking and inventory management. What is the appropriate way to handle this transformation?
My initial thought was an inventory adjustment to subtract the whole fish and adding the end product specs but maybe this is incorrect?

Hi, I’m exploring a small tool that would turn Xero exports into a chronological supplier account statement showing bills, credit notes, individual payments and a running balance.

Before building it, I’d like to understand how people handle this today:

• Which Xero reports or exports do you use?

• What do you still assemble or check manually, and how often?

• Does an existing report or app already solve this for you?

I have a fictional example, not a working Xero integration yet. I’m looking for three bookkeepers or finance staff willing to review the example and explain their current process. This is early product research for something I may eventually charge for.

No purchase, account access or confidential records needed. Please don’t post client data. If this is a recurring task for you and you’d like to help, comment below.

If you look after Xero files for many clients, what's your process to make sure every repeating invoice went out when it should? Do you check each month, rely on Xero, or only find out when a client chases? And has one ever quietly failed on you? Keen to hear what works.

I cannot get my RBC bank feed to last more than a week before it breaks again and refuses to update. I have contacted support multiple times and they just keep giving me bandaids to get it going again. These barely last a matter of days before I get the runaround again.

Am I just expected to constantly pull my hair out with this overpriced program or has someone else found a fix?

Seriously starting to consider migrating to another program. Hows the Quickbooks experience?