Author: Scott Bradshaw

When you haven’t got an automatic bank feed set up, here’s a quick guide on how to manually import the bank transactions… log in to your internet banking and download as a csv file open up the spreadsheet and delete any unwanted columns (the ones you want are date, description, amount - things like balance are irrelevant) save as a csv from the Xero dashboard, on the bank account you want to import a statement for, click manage>import a statement click 'browse' and select the csv you have just saved click 'import' you may need to assign some columns to the correct fields in Xero. The only two you must ensure are correctly assigned are date and transaction amount when the import is complete make sure the 'statement balance' per xero agrees to the actual balance per your bank statements in real life.  If it doesn't, let us know asap! repeat for any other bank account. Then you are free...

Number 1: Trim down your suppliers in contacts Back in the day, Xero was notorious for setting up duplicate contacts unless you went out of your way not to (or you had impeccable spelling and a photographic memory) So it's not uncommon to find suppliers for Sainsbury, Sainsburys, Sainsbury's, you get the picture. When you set up Receipt Bank to Xero integration for the first time, Receipt Bank will very helpfully import all of your contacts from Xero. And then when you start to process your bills through Receipt Bank, it will aim to find that supplier but quite often that supplier will be called something different (Either entirely different or slightly different) so Receipt Bank will set up a new supplier for you. So if you don't want J Sainsbury PLC adding as yet another supplier alongside your Sainsbury, Sainsburys and Sainsbury's suppliers (In both Xero and Receipt Bank) then here's what to do. 1)...

When I was invited to set up a small business on Xero I expected to be able to do it with my eyes closed. When I discovered that the business in question was an Australian trust that needed to file their Q1 BAS, and they were only in London for the next few days, I knew I had to be on top of my game. After first googling 'Q1 BAS' (so it's a bit like a VAT return, but more complicated, yet simpler!) we set the organisation up via the Australian Xero website and selected 'Australia' in the 'Where does this organisation pay it's taxes'. So far so good, and I was ready to play my first game of 'Aussie Rules'. Xero in Australia looks the same and feels the same as the UK Xero, but the labels to the boxes are a bit different, and there's a few more of them (and...