Remittance - Select & send from Account Transactions screen
It would be great to have the ability to have a ‘send remittance advice’ button under the accounts transactions page of the bank accounts to easily tick the payments you want to send a remittance advice of to suppliers. Perhaps next to the ‘remove & redo’ button. This will save a lot of time having to go into a payment transaction. I know that the remittance advices can be send for bulk payments but this needs to be done before the payment is removed if various suppliers are paid in the same batch. The same option can perhaps be added for “send receipt” for customer payments received to enable the ability to choose various transactions and not have to go into each transaction.
Sandra Martin
shared this idea
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Karen Bennett
commented
Allow remittance advices being sent for direct payments screen without having to individually send from bank account transactions afterwards.
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Ian Clouting
commented
I was really pleased to see direct banking come in and give the ability to pay direct from Xero. However, my disappointment is that I need to send Rem Advices. If I make an individual payment the link takes me to the bill and I can send this. However, if I try to batch payments to different suppliers the Rem Advice link takes me to the Bank account & I have to go into each payment individually to send the Rem Advice and this take time and is messy. The old batch payment system gave you the ability to send all the Rem Advices from the batch payment screen in one go. Is there any way to add this to the direct banking system?