Remittance Advice - Send from the new Direct Bank Transfer screen
Add a send remittance button once a payment is made via the new Direct Bank Transfer Feature.
I previousley made batch payments via Wise and once the payments went through there was a button to send remittances. This feature is not available when using the new Direct Bank Transfer option. You have to maunally send each remittance advice from the banking screen which is a poor use of time and there is the chance that a remittance advise will be missed or sent twice.
Abbie Price
shared this idea
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Sam Dimond
commented
How has this vital feature not been implemented yet? One of the biggest time wastes in Xero currently. We've given up sending them individually it just takes too long so we have to pay each invoice individually (so xero earn more) as if we combine invoices to a supplier and pay in one lump sum they can't reconcile it without the remittance. Please fix this Xero. It is another example of the this product not being ready before you took out Wise
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Tasker Holdings Accounts
commented
I agree, this is a critical feature that is urgently needed. I agree with everything other commenters have said. Not being able to send remittances in one go as before is a HUGE step backwards.
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Graham Johnson
commented
I agree with this suggestion completely. If I do a batch payment outside of direct banking, I can send a remittance to all suppliers at once. However with Direct Banking, which should streamline the process, I need to go into each individual payment in my bank reconciliation, which could be up to 50 suppliers in one payment run.
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Anita | Botham's of Whitby
commented
Please could you look into this Xero? We are using the new paid payments feature in Xero - but remittances are not sent for us! We are sending about 20+ payments each time, and clicking an individual payment then multiple clicks to send a remittance one at a time is crazy....
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Emma Hards
commented
We have just started using the 'Direct Bank Transfer' method to pay suppliers and I'm so disappointed you then have to send remittances individually. We're saving time on the payment but losing time on sending the remittances.
We used to send them in bulk when we were marking bills as paid, so the functionality is obviously there, I really hope this is sorted asap!
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Anita | Botham's of Whitby
commented
With the new Direct Pay, you cannot send the remittances in one click as you can when using the payment file option.
You are expected to click on each payment one by one and click send remittance, this takes more time than the other way.
Please could 'send remittances' be a button that sends to everyone after making the Direct bank payment? They are grouped together when making the payment - could there be a tick box to say 'Send remittances to Suppliers' before pressing 'Pay' perhaps? Or after the successful payment, a Button to 'Send remittances'?