You should consider trialing Xero expenses which lets you capture, record and reimburse yourself or employees who’ve spent their own money while on company business*.*
The work flow is pretty simple and looks like this.
Then if you want to get a picture of where money is going you can see patterns across categories or by employees, giving you better awareness of spending habits.
Overall, workers are happier because they can easily file expenses and get reimbursed for genuine expenses, admins are happy because they save time collecting expenses from staff and managing the payment runs, and things are digitised for proper record keeping and auditing.
Depending on your market it may be included in your Xero subscription for one user or more, otherwise it costs per active user (i.e. you have 5 staff that use it, but only two use it that month to record and file an expense, in which case you're charged $5 NZD for each user).
You may also want to check out Expensify which integrates with Xero.
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Have a look at the Xero Developer portal - that's where all the documentation lives if you want to integrate with Xero. Alternatively you can have a look at the Add-ons directory, if you want to find something that's already integrated.
Ahh so you have been trying integrations like this already. Were you able to at least get the phone number, client name, and the date you want to send the reminder on from the Xero trigger?
If these information cannot be parsed from the Xero API at all, then no app can help. However, if you can manage to get those information, I think something like this should work:
Where are you based please? Some regions have an app integrator directory, specifically to help folks find the right app to use with Xero when Xero doesn't quite go as far as you need e.g. https://www.xero.com/uk/partner-programs/app-integrators/ Or you can email who know more about the offerings of our app partners than I do:)
Hey, I'm sorry to see you frustrated by bank feed reliability and your account manager - not good at all! There has been a fair bit of work on bank feeds the past few months (https://www.xero.com/blog/2021/10/supporting-customers-through-bank-feeds-issues/) and we are not trying to get you out of the support queue, we just have a bit of load to work through but of course we don't want you to wait!
If you message me your email address I can find out who your account manager is for feedback :) Thanks.
short answer: yes you can. Lots of small practices use Xero for their own accounts and you can link directly with HMRC.
your practice account is totally free so best thing would be go here
https://www.xero.com/uk/partner-programme/
and sign up - it doesn't cost you anything
I'm not sure where you're based but we're doing some upgrades to both our open banking feed provider in the UK and Yodlee who provides bank feeds for all other regions, where there is no direct relationship with a bank.
Bank feed status, for known widespread issues > https://www.xero.com/blog/bank-feed-status/
Bank provider updates > https://www.xero.com/blog/2021/10/supporting-customers-through-bank-feeds-issues/
Hello, is your accountant interested in becoming a Xero partner? :) https://www.xero.com/partners/ The partner-only plans that our advisors have are more cashbook based - where business owners don't need full invoicing etc. However a partner can manage your subscription for you on a full business version and they will likely recover the fee of the subscription even if they charge a monthly (or other regular) service fee. If your accountant is interested in using Xero their practice I hope there's a good outcome for you. Thanks for the question.
That domain is one we use but this is so NOT Xero language nor staff. I'll forward it to our security team though, I don't see it listed on our security page as yet > https://www.xero.com/blog/security-noticeboard/ Thanks.
Xero extracts $700M a year from mostly small businesses. (source: https://www.xero.com/content/dam/xero/pdf/about-us/xero-interim-report-h1-fy2020.pdf ). They can afford to delay the 4% price hike by a couple of months. :-)
This blog post from February suggests that Xero Projects will add the ability to “inform Payroll timesheets from your Project timesheets [in late 2018]”
Not aware of any other currently available free time tracker that integrates to Xero Payroll, but you should submit the feature request using the little question mark icon in the top right of your Xero navigation.
Hey Swarmonger, you can actually turn off your invoice reminders for invoices that are under a specified amount (i.e $100). Its a tick and value box on the invoice reminder settings page.
See an example of it in this Xero blog post.
Well my guess is that for a place like Colorado, the state didnt make it easy for Xero to integrate or QB Payroll is filing with paper for you. Xero didnt make the payroll system, they acquired it back in 2014. https://www.xero.com/blog/2014/11/payroll-xero-acquires-monchilla/
I guess California has it great with our electronic filing, and payment options. If I understand correctly, your employees will still get paid, but you have to file and send the taxes monthly. Which delegate to a staff member or your CPA to do it.
The timesheet, paystub, and calculations are still done in Xero.