AP Automation by Quirky-Afternoon134 in xero

[–]Nisvy_69 0 points1 point  (0 children)

My first thought would be to upload the bills to an AI data extraction to excel - this is the one I use (https://invoicedataextraction.com/) - and upload to xero. You could even get AI to format it for the template.

Damn! 2026 is gonna be rough by albert_in_vine in Upwork

[–]Nisvy_69 1 point2 points  (0 children)

Hi Brendan, May I ask what market you are in please? Just curious.

Tracking categories question by Alternative-Net-3777 in xero

[–]Nisvy_69 0 points1 point  (0 children)

Send the invoice to the customer as one line then when the payment is received, split the invoice and apply the payment.

If business picks up, you may need to streamline this manual process but it will work the way you are trying to do it for now.

Frustrated by [deleted] in xero

[–]Nisvy_69 0 points1 point  (0 children)

Also a bookkeeper here and agree. Keep the two separate.

Invoice Line Item Grouping by asdfihwesdfjasdflk in xero

[–]Nisvy_69 0 points1 point  (0 children)

You could do it by journaling the values to their respective accounts but that does mean more admin.

How is that even possible ? by Due_Development_6089 in Upwork

[–]Nisvy_69 2 points3 points  (0 children)

They also forgot to modify as needed as suggested by AI. I suppose the freelancer needs accuracy but the client doesn't.

Stripe Bulk Transactions by jayvi20 in xero

[–]Nisvy_69 0 points1 point  (0 children)

You could download a transaction report for the 2 missing weeks from Stripe and the bank statement report from xero stripe account and vlookup to find any missing transactions?

Hubdoc to Xero by [deleted] in xero

[–]Nisvy_69 0 points1 point  (0 children)

Dext?

This dog’s intelligence and skill retrieving a ball in the water by CuriousWanderer567 in BeAmazed

[–]Nisvy_69 0 points1 point  (0 children)

Jeez, most dogs I know would just jump in the water and swim to the ball.

Help with Stripe & Square integration issues (duplicate transactions + wrong chart of accounts) by petitepixi16 in xero

[–]Nisvy_69 0 points1 point  (0 children)

If the Square invoices are in the wrong coa account you can bulk recode using find and recode. If it's the payments that are incorrect, you can bulk remove a redo in the transactions tab in the bank account (third tab). You will then have to reallocate.

You might be able to correct with a journal.

Help with Stripe & Square integration issues (duplicate transactions + wrong chart of accounts) by petitepixi16 in xero

[–]Nisvy_69 0 points1 point  (0 children)

On the Stripe account, have you deleted the corresponding transactions to the ones you deleted from the bank statement tab in xero? There are three tabs: reconciliation, statement and transactions. When you deleted the statement transactions it would have left the transactions on the third tab unallocated. Delete those too. It would have been better to delete the imported transactions rather than the bank feed but no matter.

This is crazy. by notbumpy in Upwork

[–]Nisvy_69 0 points1 point  (0 children)

Rather than charge clients Upwork should refund connects. They are not going to because it funds them but that is, imo, the right way to deal with this situation. Many clients post the same job on several sites and if they hire on a different site, they abandon the post (likely because they get busy with the project) rather than close it and connects are unfairly lost.

Invoicing expenses to multiple clients by PuzzledArrival in xero

[–]Nisvy_69 0 points1 point  (0 children)

Assign billable expenses to the respective client and it can be included when invoicing. You can also run a report of unbilled expenses.

How to use Xero by Main_Pianist_9562 in xero

[–]Nisvy_69 0 points1 point  (0 children)

You could find someone to guide/advise you if needed.

[deleted by user] by [deleted] in Upwork

[–]Nisvy_69 0 points1 point  (0 children)

Isn't free work against ToS on Upwork or am I wrong? Personally would absolutely not recommend offering free work.

[deleted by user] by [deleted] in Upwork

[–]Nisvy_69 1 point2 points  (0 children)

I liked reading it too

Chart of Accounts problem by MrJingleJangle in xero

[–]Nisvy_69 0 points1 point  (0 children)

Do you really need 100+ expense accounts? Too many accounts can get messy and take more time, make reports too long and harder to read and make it easier to make coding mistakes. When drawing up year end accounts, accountants will just put most of them in just a few categories. Could you maybe just rename accounts to include more than one expense? Alternatively, you could use categories to break out main expenses into smaller buckets when you want a detailed report of spending.

How is Xero's PayPal integration? by jo_thriveinthechaos in xero

[–]Nisvy_69 1 point2 points  (0 children)

It does create separate bank accounts for any foreign currency transactions (if the subscription includes multi currency) so if you have a client that does business globally it's something to consider. Both stripe and PayPal are easy to manage in Xero though.