View our full list of features requested for our API and make your vote count. Xero provides multiple layers of protection for the personal and financial information you entrust to Xero. Security is a priority for us, but it’s also important you take steps to safeguard your data. Each month, Xero emails a link to your invoice, You can pay it using Visa or Mastercard debit or credit cards, or by direct debit. The payment date depends on when you signed up to a pricing plan.
Now that the payroll saves the company gateway information, then the VAT information could be saved too. I would not save my agent gateway as it would mean the client could get that information but for some of my clients that submit their own it would help them as they are always looking for it.
I added sequential numbering from to my contacts however I won’t let me order them from when I click account number. Now in this instance, a good thinking accountant will go to the current year first and obtain the the next available code. As I said above, it literally does not matter whether the field value is empty, alpha, alpha-numerical or numerical, it does the job that most users want because any entry into the field must be unique. I sent you a perfect example of a typical customer key with MYOB, which like XERO is founded on a MS SQL database. I should not need to be “forced” to complete the field, but if it is important to the user that the field be completed at all times, that should be able to be set in a separate “preferences” panel by the user as well.
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Xero paid the acquisition price for Hubdoc in two stages, initially US$60 million consisting of 35% cash and 65% in Xero equity. A second tranche of US$10 million in equity was promised to the Hubdoc’s shareholders in 18 months following the acquisition, subject to operational targets and conditions. In July 2018, Xero announced a strategic alliance with US payroll platform Gusto. Xero has acquired several companies since its launch. In July 2011, the company acquired the Australian online payroll provider Paycycle for a mixture of cash and shares totalling $1.9 million in order to integrate the company’s products into its services. It acquired Spotlight Workpapers in July 2012 for a mixture of cash and shares totaling $800,000. In 2017, Xero claimed to have more than one million customers globally, and the following year, in December 2018, Xero claimed to have more than one million subscribers in its home markets of Australia and New Zealand.
I can’t see how I can proceed without this field, or the ability to add it. The Xero ODBC Driver is a powerful tool that allows you to connect with live data from Xero accounting software , directly from any applications that support ODBC connectivity.
+1 – yes was amazed when I spotted it did not have this feature. We work with financial advisers and many have similar names with ‘Independent Financial Advisers’ in their name, so for us really important. Also helps when dealing with customers as some like to quote their customer code to ensure we are talking about the correct account, or reference it on bank payments they make, etc. Same issue for some of our clients who work with insurance companies. The quote/invoice needs to go to the claim officer who requested the job but the invoice needs to be in the name of the company and the statements, remittance etc needs to go to the accounts person within the company.
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Run everything smoothly, keep tidy records, and make compliance a breeze. We’re here to help as you respond to the challenges of Covid-19. Contact Xero Product Team – The PensionSync integration is being made available to new Xero Payroll customers as part of their setup process, which is why you’re unable to see this currently.
Probably the problem with this issue is it is more technical so will not attract as many user votes to raise the priority of it within the development programme. Just my thoughts on why I don’t think it has been broached yet.
– Although your friends a Sage have still not modernised their “HandiSoft” Accountants and Tax software in Australia to even that basic level and the integrity of the software is, quite simply, “pathetic”. So count me in as one more vote to those already made above.
- I’m confused why providing a unique customer id has been problematic.
- Regularly updated invoices give you a clearer picture of cash flow.
- Good point Phil and I agree 100% with you on that, as I do a lot of importing into accounting programs myself from FileMaker Pro.
- The up to date information I now use from it to understand and plan our business growth is invaluable.
We’ve decided to call it Contact Account Number instead of Contact ID – for those that wish to display this reference on externally facing documents as Account Number. Of course, the other aspect is that Xero will point you to the add-ons that will do this, but that is perhaps fine for businesses that can afford to go down that road. But that still means that while a “primary key” and its integrity remains in tact there should be no reason why the addition of an id field would remain such a problem. Whereas the visible “unique id” should be able to be created and changed if needed just like the name field.
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In your account transaction settings one can click the box for references and it will add that column but the only transactions that show up are the ones generated by the manual journal. I would like to request the reference #s from the automated journal entries also. I first raised this issue over 5 years ago now so forgive me if I am not excited by the response from Xero and sceptical about the voting option, its not resulted in any action for me. It just seems to be one of those hurdles that they can’t bring themselves to fix despite lots of similiar feedback over the time. With the release of the Contact Account Number we did mark this as Complete, and asked that if you’d like the option to have contacts with the same name to add your vote here.
I have heard good things about Xero, but this is a real deal-breaker for me. I would have thought it was fundamental to have the ability to assign a client reference number / account number / card ID to a client record – even if it isn’t automatic. Often when that business has a long name, you are then trying to squeeze things all up because of limited field length.
Xero has all the tools you need to process payroll, manage leave, timesheets and pay superannuation. First, ensure your payroll settings are configured correctly for your business. In August 2020, Xero acquired Waddle, an Australian-based invoice financing startup for $80 million . Payment includes $31 million in cash and $49 million in earnout payments. Waddle allows small businesses to access quick loans secured by their accounts receivables.
ODBC Remoting is enabled using the popular MySQL and SQL wire protocol server. Using Xero’s wide range of apps and add ons is a great way to streamline repetitive processes and save yourself some time. You also need to link to any active payment services to your Xero account. These may include services like PayPal, Stripe, or GoCardless. With a larger variety of payment options, it is easier for customers to pay you. Another benefit of regular reconciliation is that you’ll be able to use Xero add-on apps much more easily, as your data will be up-to-date.
Our firm has used a client code for the last 100 years and it is the client code that we have used to identify clients through the various systems within our practice. But one must still wonder why even a change from a customer/supplier code from something like “GEOR07” to “CODD02” would ever be a problem to a modern database. To me, you just don’t build a database using a primary key that may be subject to variation or change – whether that be a customer/supplier code or name.
It’s actually more complicated how they have it now with having a unique first and last name. I am sure that there a number of reasons why MYOB put the ability for the inclusion of a unique reference number on their cards years ago.
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If your clients are preparing their own STP payrolls, they will have to obtain their own STP ID – using the same process. Give your staff access to the areas they need to do their job. And invite your advisor to collaborate with you on your business in real-time. If you need a Xero accountant or bookkeeper, check out the Xero advisor directory. Try for free.Payments, Point of sale Square 16 Payments, Point of sale Accept credit and debit cards from an iPhone, iPad, or Android device. Run your business with a free point of sale app and powerful back office tools. It would be a great help if this could be saved in the system, in the same way that the bank feed log details are, as most other accounting packages can do this dependent on user access levels.
Download our advanced guide for free and find out how cash flow forecasting can help you to make the best decisions for your business. Finally, if you work with one, ask your accountant to check your set up.
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So the integrity that I am speaking of in relation to the use of the field is that I always obtain the correct results or information requested through the use of that key. So I can sort on that field, perform finds on that field and even do imports/exports based on that field. I can print reports based on that field and post entries based on that field. Yet that customer key functions perfectly well from a typical user viewpoint. But George, while you may be happy to demonstrate your incredible knowledge of Codd here, I wonder just how relevant the hidden and underlying database keys are to the everyday user. As software matures, people want and need that sort of flexibility in order to get the most out of it.