Ashley completed his accounting studies whilst working within the construction industry, he then went on to teach AAT in the adult education sector for 3 years. Ashley started his Xero career in 2012 within the Customer Experience Team and then moved over to Education, where he now works in helping to create world class education pieces to help all users achieve their goals and thrive.
@BryanS1958 - there are many features that can help if a transaction's been posted incorrectly, for example the remove & redo or unreconcile tools from every Bank Account. Once the incorrect records have been selected, removed or unreconciled, they can easily be recoded.
If you have situations where a bank statement line covers multiple clients or invoices, you can make use of the split payment feature available in the reconciliation page. I've included links below to our Xero TV where you can watch a short video on how this can be done.
Hi Paul To explain points about Xero pricing, accountants and bookkeepers also get a minimum of 15% discount off the public pricing for:
Xero Business Edition
- Small; £9
- Standard; £20
- Premium; £25
The discount on these scales up according to the number of clients using Xero. In addition, accountants and bookkeepers also get access to three additional price plans with:
My answers
Correcting Transactions
@BryanS1958 - there are many features that can help if a transaction's been posted incorrectly, for example the remove & redo or unreconcile tools from every Bank Account. Once the incorrect records have been selected, removed or unreconciled, they can easily be recoded.
If you have situations where a bank statement line covers multiple clients or invoices, you can make use of the split payment feature available in the reconciliation page. I've included links below to our Xero TV where you can watch a short video on how this can be done.
Remove & Redo / Unreconcile
Split Payment
Ashley Driver
Education Specialist, Xero
@Ashtag_86 @Xero
Hi Paul To explain points about Xero pricing, accountants and bookkeepers also get a minimum of 15% discount off the public pricing for:
Xero Business Edition
- Small; £9
- Standard; £20
- Premium; £25
The discount on these scales up according to the number of clients using Xero. In addition, accountants and bookkeepers also get access to three additional price plans with:
Xero Partner Edition
- Ledger; £2
- Non VAT Cashbook; £5
- VAT Cashbook; £9
More information on Xero Partner Edition can be found here https://www.xero.com/uk/partners/
Ashley Driver
Education Specialist, Xero
@ashtag_86 @xero