I certainly wouldn’t bother trying to do a CSV just for this transaction, but there is a good case for CSV entry for Petty Cash.
If it involves a petty cash payment then it will all depend on how your Petty Cash account is balanced. Lots of ways to do it, but the most efficient will depend on you. I’m an NZ and Canadian Chartered Accountant, business advisor and add-on Developer. I support small businesses in NZ with professional accounting services and offer paid Xero support and implementation advice to clients all over the globe. I am a Xero Certified Advisor and Xero’s award winning Most Valuable Professional. I want to set up a recurring transaction that automatically shows up in the register every month, BEFORE, it gets downloaded then reconciled against a particular bank account. The draw and the pay-outs happen without any input or interaction from us. Invoice for all the items in your quote or just choose some of them. Create an invoice from a quote when you’re ready to charge your customer – without entering the information again. You can also combine multiple invoices into a single PDF and attach it to an email. We wanted to make accounting easy for your subscription business. After the initial transaction where I had to enter all the info, Xero recognises Efax and autofills name, account, description and tax code. Efax always appears in the description of the bank feed. Give your customers the option to pay via GoCardless in just a few clicks. I cannot seem to find a place where I could set these up. If you need to keep track that its been paid, then I’d suggest using Repeating Sales Invoicing and Repeating Purchase Bills with Save as Approved. We also have some great reporting App partners that might be able to help get this info for you. In the meantime, there’s a step by step guide on developing a simple cashflow forecast using existing reports.
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