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Xero Mobile Accounting

June 24, 2021
Bill Kimball

xero touch

You actually have control over which expense accounts show. Click on the account you want to show and tick the option to show in expense claims. (All of these instructions were for the website, but it should flow through to your app. These are two expenses I add when out and about all the time. When creating an invoice in Xero Touch, it would be great if we had the ability to allocate credit as per the web app. With our last update in May, you can now add and edit contacts in app. it would be lovely to be able to add a photo immediately after taking a photo.

Many players have knelt for the anthem before national team and club matches over the past year to protest systemic racism. Xero commissioned the survey via IBOPE Zogby International through an online survey of 526 small businesses in the U.S. from August 20 to August 21, 2012.

xero touch

Please add your vote, it makes a big difference in our prioritisation discussions. It would be the icing on the cake, if you could allow attachments to be added to ‘New Bills’, by selecting from the ‘Camera Roll’, as a lot of scanning apps can add images to the Camera Roll. Alternatively allow access to DropBox so that attachments like PDFs can be added from there. Although the iPhone app has really nice features, I find it quite sluggish and ultimately frustrating to use. This is mainly down to it being a wrapped web app, rather than a native app. Are there any plans to release a native iOS app in the future? I believe it would be for a much nicer user experience.

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If you employ 1–4 people, you may have until 30 June 2021 to set up for STP. A registered agent must have already applied to report quarterly for you using software like Xero. A few types of business can lodge quarterly themselves or are exempt. Create invoices, manage expenses & view your small business finances with ease. Xero has more than 2 million subscribers in more than 180 countries and seamlessly integrates with over 800 apps. Xero ​is a beautiful, easy-to-use global online platform for small businesses and their professional advisors. It’s cloud-based accounting software that connects people with the numbers anytime, anywhere.

You’re also right that you can make attachments visible on invoices viewed online, but you can’t send attachments via emailed invoices at this stage. In the meantime, I’d suggest adding a Docx branding theme for your invoices and quotes.

Xero For Ios

You can review and clear transactions every morning at the start of the work day. Transactions can be cleared throughout the day and in the evening as well. By clearing transactions daily, you are kept abreast of what is coming in and going out. You will have the peace of mind that comes with knowing your transactions are all accurate. Registered tax and BAS agents need to use Xero or other Single Touch Payroll software for reporting if they process payroll or calculate pay as you go withholding and super for clients. Claim fortnightly JobKeeper payments for eligible employees as you report pay runs using Xero’s STP-enabled payroll software. Report payroll information to the ATO with Single Touch Payroll each pay run using Xero’s payroll software.

A sampling of IBOPE Zogby International’s online panel, which is representative of the adult population of the U.S., was invited to participate. Gone are the days of crumpled expense receipts lurking in pants and purse pockets. Users can snap photos of receipts that are then instantly uploaded into their accounts. Is there a way of not showing other categories on the app – we don’t really like all of our staff seeing all of our Chart of Accounts Nominal codes. Unfortunately, because we use this screen for Expense Claims as well as Spend Moneys, we need to show all the accounts. However, those accounts for which you’ve ticked ‘show in expense claims’ on web will be shown sorted at the top of the list under a ‘Common Expenses’ category.

add a link to approve and take a second or additonal foto instead of approving and then hitting yet another button. Hi Fred, in case you haven’t already seen, more info about the features you’re wanting can be found here & here. Whilst I’m going, it would be great to add new customers via ipad as well. I used to use the Xero touch app on my iphone to record and input expenses but a recent update has all but broken that use for me. I’m really sad to say that it is unusable now – it is SO slow, sluggish and badly interfaced that it is a pain to enter more than 1 expense.

Using Xero For Single Touch Payroll

It’s great that you guys have and iPad and iPhone app, thanks for that. Please increase the things you can do with it, especialy with a company like us. We need to be able to do things while on the go or while we have some down time and we are on our Devices. 3) I would need a print option added after save I can choose to either email or print the invoice to an AirPrint printer. This is obviously a deal breaker and a strange omission.

xero touch

Automate your CIS Calculations – Xero calculates the right amount of CIS deductions on your invoices the moment you create them. It’s all automated, so you can get back to business. Keep track of your unpaid and overdue invoices, bank account balances, profit and loss, cashflow, bank reconciliation, bills to pay and more. Access all Xero features for 30 days, then decide which plan best suits your business. Small businesses, accountants and bookkeepers locally and across the world trust Xero with their numbers. Work flexibly and keep track of your business with the Xero mobile app.

(I noticed that if you do it from the Dashboard you get a small Dashboard icon.) If you do it from the log in screen (go.xero.com) then that saves the Xero logo as the icon. We’re optimizing the way the full Xero app works on the iPad (like the intro of non-Flash graphs today) so that you can do everything using the full app. I haven’t noticed any limitations when logging into the full Xero website from my iPad but I also haven’t tried to do everything. Would be nice if the Xero logo was the icon when adding the link to the home screen. With Family Sharing set up, up to six family members can use this app. , indicated that the app’s privacy practices may include handling of data as described below.

Thanks @Cilla – believe me, I’m well aware of this embarrassing limitation. The ability to add contacts with full metadata is at the top of my list for iOS . Over a year and still no way to receive a payment on the iphone mobil app!!! Just want to mark paid and email to client then and there. Hi @all – we’re looking at adding support for bills and spend / receive money transactions in future releases. Looking at the Xero App, I must say its waaaaay behind many of its competitors – which is a shame when they have the best online accounting tool. If you have an iPad, you could always use the browser to access reconciliation capability as it is much nicer on a bigger iPad screen.

I would really love to be able to do purchase orders on an ipad. We’re in construction so often they are done on the go. We have employees who write purchase orders and would like an app just for that, so they don’t have access to any of our other financial information. Of course, for myself and hubby this would be excellent if it was added to the existing app too. I have found that when creating new invoices using my ipad, that it doesn’t default to the sales default date used when creating the customer, so I manually have to change it each time. A cloud-based accounting app is only as good as the access it allows. With Xero Touch, you can keep all of your employees in the loop as well.

Agree with a couple of the comments about adding “Bills” to in the app, a feature that appears to be missing, and would be useful. Ralph, you’re right the Xero Touch app is for business accounts only. But stay tuned for an app to do your personal accounts. Let us know how Xero Touch is changing the way you do business. And be sure to leave a recommendation on the App Store. As always, let us know what other features you think would be useful. Even though Xero Touch is available in the App Store, under the hood it’s running our standard HTML5 mobile web app.

  • @Michael – are you adding Xero to the home screen from a screen within Xero?
  • And it gives you powerful practice tools to efficiently manage compliance and offer a broad range of advisory services.
  • Right now just being able to see that something is not reconciled drives us NUTS because you can’t do anything about it.
  • The administration has also continued deportations that began under the Trump administration due to a public-health law in response to the coronavirus pandemic.
  • You should certainly be able to see both of your businesses in Xero Touch if they belong to the same subscription/login.
  • There’s a Feature Request asking for the ability to add, edit and delete contacts in Touch here, you might want to add your vote and thoughts to that.

A lot of these guys do not use Xero or MYOB because they cant make a simple invoice through a app. Making invoices through the phone browsers is not a true mobile experience, its 2015 for crying out loud and Xero needs to get on with time. Make sure you’re using the latest app version and then check them out and let us know what you think.

The company has over 100,000 paying customers and 240,000 users in more than 100 countries around the world. With customer contact details available in the app, new invoices can be emailed right away and overdue invoices can be followed up on with a call and re-sent with just a few taps.

Please add the ability to both add discounts and edit invoices that have discounts. We were excited to use the iPhone/iPad app today with one of our retail clients when we realized we were unable to put in a discount on the items. Visa Versa if we wanted to correct an invoice that had a discount you locked that feature up because it was discounted. Using the app (when I still had an iPhone – I have an Android phone now) what I really wanted was to access our items. We are consultants and have all our different services set up as inventory items.

There’s a Feature Request asking for the ability to add, edit and delete contacts in Touch here, you might want to add your vote and thoughts to that. Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved. Once again, you do not have to wait until you are back at the office to enter expenses into your computer. Just pull out your smartphone or tablet and take a picture of your expense invoice or receipt. A payroll report goes to the ATO when you pay staff.

Users can get the app directly from their respective play stores. The smartphone and tablet app offer all of the same functionality as the desktop programme but in the mobile package that keeps business owners in the loop even while they are out in the field. And new customers enjoy a 30-day free trial to see just how fantastic Xero is. Access all Xero features free for 30 days, then decide which plan best suits your business.

@Cathy At the moment when you add a transaction for a Contact and they don’t already exist in Xero, they’re created. However via Xero Touch you can’t yet add and edit Contact details within Contacts – something we will rectify! However, the full Xero site is optimized for touch so if you’re on your iPad running the full site (go.xero.com) it’s fully functional. Indeed we did release an update to Xero Touch recently that allows you to view the statement lines imported into your bank accounts – announced on our blog. A feature that would help us out would be to have the ability to record and invoice payment when it has been paid. Also the have the ability to go further into the account and see what is not reconciled and to reconcile while on our devices would be fantastic. Right now just being able to see that something is not reconciled drives us NUTS because you can’t do anything about it.