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The way BNZ bank feeds connect to Xero is changing BNZ is revamping its Xero bank feeds to simplify the setup process and enhance access to transaction data. Consequently, if you’re a BNZ customer, you’ll need…
First click on find & match of the bank transaction received or paid Second select the invoice that is being paid Select “New Transaction” and “Receive Money” or “Spend Money” depending on whether it is a payment you have made…
Invoice reminders can be set up to send out automatically. This can be to either remind customers that an invoice payment is coming up, or that an invoice is overdue. As Xero only recognises that an invoice is paid once…
Batch payments allow you to group together payments and export the details to a file that be uploaded to your online banking. This avoids you entering payment details directly into the bank, saving you time. We note it is worth…
There may be an instance when you receive a prepayment on a job before you have sent out an invoice. These instructions will show you how this can be treated in Xero. Please note: the GST treatment of prepayments is…
When you have a credit note that is physically being refunded, you will find when payment is made (or received) the credit entered in invoices (or bills) won’t come up in a find & match search in the reconciliation screen.
Start on the reconcile screen in one of the bank accounts. Select “Transfer.” If you have more than two bank accounts in Xero you will also need to select the appropriate bank account. Press OK. Go to the reconciling page…
Option 1 – Create credit note from Invoice or Bill in Xero Click on the invoice or bill you want to credit. Under the Options drop-down, select Add Credit Note. If only part of the invoice or bill is being…
Amidst all the challenges created by COVID-19, it is more important than ever for business owners and their staff to stop and recognise the importance of wellbeing during the current Alert Level 4 Lockdown in New Zealand. COVID-19 has had…
Since the 4th of May, Xero Multi Factor Authentication (MFA) has become mandatory for Xero customers. Multi Factor Authentication (MFA) is an additional security process to check that it’s really you when you login to your…
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