r/xero

Hi all

I have been forced to start using Xero by payday super rules.

So I have linked all my bank accounts. What I can’t figure out is whether it will know that income coming in now relates to invoices sent in the previous financial year.

I don’t want it to report that as income in this financial year as Ill pay double tax.

Anyone know if there is something so need to do?

Hey Xero users, as title..I am desperate to get into the Xero Con event next week at the Olympia on Wednesday and Thursday,

Anyone have any plus ones? I would be eternally grateful.

My bank feed expired on Xero so I had to refresh it, and the bank asked if I wanted to sync historic data. I chose Yes for 12 Month.

However, this then imported every single transaction in that time - even ones I’d already reconciled. I assumed it would just skip ones already accounted for.

Am I really gonna have to go through each line and do it again? Did it actually overwrite all my work, or did it just duplicate it all?

We recently moved over to Xero as our main accounting system. One thing we noticed is we can’t set up different approvers for expenses in Xero, as in we can’t assign one manager to approve their whole teams, it is all set to one approver.

Looking into it, it doesn’t look like Xero supports what we are looking for. Has anyone experienced this, and are there any alternatives.

We are looking into ApprovalMax which would allow us to assign different approvers, but we only really need this feature and we wouldn’t really utilise the other features, so seems like it could cost a lot just for expense approvals.

Trying to sort out my bookkeeping workflow. The payout lump sums never match order totals because of fees and refunds, and manual reconciliation is eating hours every month. Looked at A2X but the per-order pricing tiers put me off, and the official Xero app reviews are rough. What's your actual setup — a tool, spreadsheets, or just letting the accountant deal with it? What does it still get wrong?

Quick update for anyone frustrated that Xero sends invoices from messaging-service@post.xero.com instead of your own domain.

I reached out to Xero support today, coming from Wave and QuickBooks Online where sending from your own domain just worked. Their response:

>

So it is officially on the roadmap, just no timeline yet.

Why this matters, if you are new to the issue:

• Invoices from a post.xero.com address that clients don't recognize can read as phishing, and some clients hesitate to send bank or card payments to it.
• Anyone could drop your logo into a Xero account and send an invoice that looks like it came from you. Sending from your verified domain closes that gap.
• Wave and QBO both handle this already. Xero is the odd one out right now.

The idea has been open on Xero's product ideas page since 2013. Support has now confirmed engineering is building it, and this is the point where votes actually move priority. How to help in about 30 seconds:

1. Open the idea link below.
2. Click "Vote."
3. At the top, under "How important is this to you?", mark it "Important" or "Critical."

Link: https://productideas.xero.com/forums/967115-invoices-quotes/suggestions/44960536-xero-mail-send-as-company-name-com-not-message

If this would help your business, a vote plus a quick comment on the idea page both signal demand to the team. Drop your own experience in the comments here too, the more real examples in this thread, the better.

we’ve swapped from sage to xero this year, but are currently still with sage payroll, at a cost of £180 a month!

owner is hesitant to swap as he has heard bad things about Xero payroll, and looking on the demo company it does seem a bit more faffy but we only have 8 employees, so I don’t see how it can out weigh it.

anyone have experience of Xero payroll and able to give me their feedback of it?

Hi, I have and load of xero accounts, under one master login.

Single xero users or multi entity xero users - what other software or applications do you use?

Looking to grow on the software / more automation side of things.

Ideally free but also open to hear paid ideas.

Just looking for ideas.

If you thought that your bookkeeping firm's *person* overseas might really be multiple people logging in with the same username, is that trackable at all?

I assume they would have different MAC addresses (as opposed to single shared username/password/2FA)?

There's been a couple of indicators so we were just wondering.

Hi all, couldn't find an answer online to this. Is there a way to automatically have the description field update with say, an automatic field so that each month shows that month's date range?

For example the Desciption = Services for [dd-xx-yy > dd-xx-yy]

Thanks

Looking to pivot from quickbooks because it sucks and people recommended i try xero. Question is I really need to handle invoice late payments since my clients tend to pay late and I was wondering what the best solution is for that?

Is there anyone here in the same boat as me who knows what to do?

Hi everyone,

I'm offering a free Xero bill data entry service for businesses, bookkeepers, and accountants who spend too much time manually entering supplier invoices.

I have developed my own internal automation workflow that allows me to process invoices much faster than manual entry.

What I offer:

• Entry of up to 100 Xero bills completely free
• Fast turnaround time
• High accuracy data entry
• Support for various invoice formats (PDF, scanned copies, images)
• Bank reconciliation assistance available

How it works:

1. You send me up to 100 invoices or supplier bills.
2. I process and enter them into your Xero account using my automation workflow.
3. You review the completed entries in Xero.

Important:

• I do not share or sell the software used for the process.
• This is a managed service performed by me using my own automation tools.
• No fees, subscriptions, or commitments for the first 100 invoices.

Availability:

• Remote only
• Available worldwide
• Currently accepting a limited number of businesses for testing

If you're interested, feel free to send me a message with the approximate number of invoices you process each month and your industry.

Using a throwaway account to avoid any comeback, as I am one of those leaving, but Xero is currently going through what feels like a round of stealth redundancies.

Anyone who's followed the company over the last few years will probably have noticed how much the culture has changed. Since the current CEO took over, the focus has shifted away from the people-first approach that once applied to both staff and customers. It's now far more numbers-driven: deliver faster, hit targets, and deal with the consequences later.

I'm sure plenty of customers have already noticed the effects. Account management has been scaled back to a much smaller team handling hundreds of customers each, while support staff are no longer trained as specialists in particular product areas. Instead, they're increasingly expected to rely on AI tools that sometimes provide the right answer, but just as often don't.

Internally, the company also introduced a new five-point bell curve performance grading system last year. In practice, it's designed to encourage people to consistently go beyond their job description. This year, simply maintaining last year's performance isn't enough to achieve the same rating. Unless you've done more than you did the year before, your rating is likely to drop. Staying consistent effectively means being marked down.

The day before this year's ratings were released, the CEO sent a company-wide announcement - much to the surprise of many senior managers - saying that anyone receiving one of the bottom two ratings would be offered a voluntary severance package instead of being placed on a performance improvement plan.

It's worth pointing out what those ratings actually mean. The second-lowest rating doesn't necessarily mean someone is underperforming. It can simply mean they've done the job they were employed to do, rather than consistently exceeding expectations, or that they haven't improved beyond last year's performance under the new system.

Unsurprisingly, many affected employees are taking the package. The feeling is that if they don't, they'll likely end up in a worse position next year, with no severance option and instead be managed out of the business.

By next week, more than 70 UK employees are expected to have left, including some who've been with Xero for over a decade. The same process is happening across other regions, so the impact will be felt globally.

The immediate cost of the UK severance packages alone is expected to exceed half a million pounds. The longer-term impact is likely to be felt by customers as many of the company's most experienced people leave. Some may argue that's simply part of improving efficiency, but many of those employees stayed for years because they genuinely cared about the product and the people they worked with.

If you're a Xero customer, don't be surprised if the service feels different over the next 12 to 18 months. HR is already scrambling to recruit replacements, while a significant amount of experience is walking out of the door. And if current trends continue, the same process could easily repeat itself this time next year.

Does anyone have level 3 all 25 answers?

I have many doubts and need an explanation for the wrong options.

Is the GLOBAL company working correctly?

So lately, whenever I go in to do simple stuff, you know, record a bill payment or reconcile a client statement, blah blah... pages have to be reloaded and reloaded and thing is, as a human, when I'm working on something I have the steps in my mind WHICH IS BLOWN AWAY when I deal with constant error and load fails and delays.

I've already apologized to the clients I suggested "dump sQuickBooks and do Xero" since this degredation over the last few months has been rapid and dramatic.

So, anyway - how in hell do I dump these company files into one of the QBO (etc) file types that have all the info?

... which I recall was kinda easy just six months ago, but cannot find now.

Pulling hair out and screaming, I remain your faithful bizman in chaotic times :-)

Hi, I have just registered on Xero and trying to get my head around it, after adding our commonwealth business account without problem I am really struggling to add our ANZ business credit card, I did activated the Xero feed from the anz banking but nothing.
Any help would be greatly appreciated