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Remittance - Include supplier Reference

We would love to be able to send a remittance advice direct from Xero which includes the Reference that the supplier has asked us to provide. We are having a lot of trouble with suppliers failing to match payments which is time consuming for everyone.

It would be a really easy fix!
And even better, would be when exporting a file to BACS, the Reference requested by each supplier should be included on the relevant line, not the global company reference that is currently exported. (not quite sure why it already works exactly like we want when you only export a single BACS payment, but goes global when you export a batch).
Please vote - simple fix, very useful!

25 votes

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Sarah Horsman shared this idea  ·   ·  Report…  ·  Admin →
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  • Chloe Sparkes commented  ·   ·  Report

    Agreed. This would be a super beneficial addition to the remittance. I'm currently now 4+ hours behind in my work because I'm having to sit and go through the last years invoices and payments to and from a supplier.

  • Joanna Monks commented  ·   ·  Report

    We're also really frustrated that the remittance template does not allow us to include the invoice reference number. It's a crucial detail that needs to be included on our remittance advice, it causes problems with so many of our suppliers. It seems unnecessarily time consuming having to go into each transaction and type this manually into the remittance email before it’s sent, especially because you have to open a separate tab to get the invoice details up as these aren't visible when you're typing your remittance email.

  • Jennifer Flener commented  ·   ·  Report

    I would love to at least have the check number shown on the remittance.

  • Soon Yin Tee commented  ·   ·  Report

    Currently, the field "Details" of a batch payment transaction appears in Batch Payment Summary (Print Batch PDF) as "Reference" in top right of summary.

    However it is not included in Remittance Advice (Print Remittance PDF).

    Suggest to show the same in Remittance Advice, ie. include "Details" field as "Reference" in top right of Remittance as it is basic and essential field of a payment.

  • Sue Donohue commented  ·   ·  Report

    Same
    I have just moved to Xero and it is not really great for batch payments. It seems geared to one off payments. Moved from Sage to go online but Xero really needs to do more on Remitances and part payments

  • Sarah Horsman commented  ·   ·  Report

    Thanks Susan and Craig for supporting the idea. I would say it is the one feature/bug that has made us actually regret moving to Xero from Sage.

  • Susan Robertson commented  ·   ·  Report

    I'm so sick of having to type this info manually into remittance advices. Surely, SURELY, this is a fairly basic piece of info to include in an advice... can't understand why it wasn't included from the very beginning of Xero, and surely would be a very very very very very very very easy amendment.

  • Craig Thwaites commented  ·   ·  Report

    It would be good to enable the supplier reference number from a bill to be added as a placeholder in a remittance email. We have some payments that are delayed in getting allocated by suppliers as they are delayed in reconciling the payment to the remittance emails