Xero Bank Rules

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  • Опубликовано: 15 сен 2024

Комментарии • 29

  • @scottlets3313
    @scottlets3313 Год назад

    Best Xero video I have seen on RUclips, really easy to follow. Will be watching more of your Xero viedo. Thank you XU Academy

    • @XUSolutions
      @XUSolutions  Год назад

      Thank you for your kind comments.

  • @dm4135
    @dm4135 2 года назад +2

    Whoa! This was a great video! I appreciate the calming voice and hand holding as well. Thank you so much!

  • @syedjawadraza6912
    @syedjawadraza6912 2 года назад

    Dear Marion, your videos are really helpful to me .I work for an accountancy firm (UK) ,We recently switch from other software to Xero .At beginning it was hard to use Xero .Now ,I am use to it . Thank you

    • @XUSolutions
      @XUSolutions  2 года назад +1

      I’m always glad to help out 😃

  • @Kellytyrone1
    @Kellytyrone1 3 года назад +2

    Your videos are absolutely brilliant! Thank you!!!

  • @GardeningForProfit
    @GardeningForProfit 4 года назад +2

    This video was extremely useful. It gives lots of detail and covers the subject perfectly in a short time. I tried several other videos but they just waffled on and on and didn't really help. Now, where's that Subscribe button?

    • @XUSolutions
      @XUSolutions  4 года назад

      Hi Lee, to say that I don't waffle is a compliment. Welcome to the channel!

    • @GardeningForProfit
      @GardeningForProfit 4 года назад

      @@XUSolutions Your videos are great. I recommended one of your courses to my daughter and she bought it last week.

    • @XUSolutions
      @XUSolutions  4 года назад

      @@GardeningForProfit oh that's great to hear, I hope she finds it useful.

  • @creighton_pt
    @creighton_pt 2 года назад +1

    Great Video. Thank you so much.

  • @kairitac
    @kairitac 2 года назад

    amazing, thanks so much

  • @onlinechemistuk
    @onlinechemistuk Год назад

    Hi can I book an appointment to help me with Payroll and VAT, I have done all the settings but not sure that is 100% right!

    • @XUSolutions
      @XUSolutions  Год назад

      You can access my booking calendar here. I don’t normally do Payroll but can cover the basics with you app.acuityscheduling.com/schedule.php?owner=14206562

  • @premiumlawns2526
    @premiumlawns2526 2 года назад

    Hey great video. How would I go about creating bank rules for individual clients that pay me ie receive money rule. Most of my clients never add in reference numbers very difficult when I have over 120 clients.

    • @XUSolutions
      @XUSolutions  2 года назад

      Have you issues sales invoices to these customers? If you have, then bank rules don’t work, you need to manually match the receipt to the sales invoice.

    • @premiumlawns2526
      @premiumlawns2526 2 года назад

      @@XUSolutions yes I send invoices to my clients once I have completed job ie hedge or lawn mow. I thought If I was to use some type of rule like their bank account that they pay from it would match instantly when I go and rec the next day after the payment has appeared in my bank feed.

    • @XUSolutions
      @XUSolutions  2 года назад

      @@premiumlawns2526 unfortunately not :-(

  • @rkmedia82
    @rkmedia82 2 года назад

    how to amend particulars of bank transactions ????

    • @XUSolutions
      @XUSolutions  2 года назад

      If you select a transaction, then go to options you can amend/edit

    • @rkmedia82
      @rkmedia82 2 года назад

      @@XUSolutions thanks very much for reply , however it does not give any option for Edit

  • @priteshnavadiya3528
    @priteshnavadiya3528 3 года назад

    How much time need for learning whole Xero software

    • @XUSolutions
      @XUSolutions  3 года назад

      I’m still learning after 9 years! The best way to learn is to use it daily in your business.

    • @priteshnavadiya3528
      @priteshnavadiya3528 3 года назад

      @@XUSolutions alright. Thanks

  • @colinjohnson5835
    @colinjohnson5835 Год назад

    Thank you, can you be my accountant please 😜

    • @XUSolutions
      @XUSolutions  Год назад +1

      Ha, I prefer teaching to be honest. But a good Xero accountant is worth their weight in gold!!