Dashboard - Posting Payments/Receipts direct from the Dashboard
When posting a payment /receipt against an "already entered" Bill or Invoice, it would be good to be able to do this from the Dashboard. This link could be added to the "+" on the Dashboard and could take you to a search facility to search for the Bill or Invoice. This would also save time having to search under Bills to Pay and Invoices awaiting payment.
Yes, payments and receipts are automatically matched in the Bank Rec, but it would be good to be able to post the payments/receipts without having to wait for them to appear in the Bank Rec....
Bruce Rose
shared this idea
We're grateful for your engagement and letting us know how adding a payment/receipt directly from the dashboard menu would be beneficial for you.
Our Community have reviewed your idea and moved it to the 'Gaining Support' status. Along with votes, other community members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Hershel Klein
commented
Hi, I appreciate you considering my suggestion seriously. I am referring to the process of recording payments for invoices that have already been created. I typically reconcile once a month and need to log payments on the same day I receive them; otherwise, it disrupts my workflow. Additionally, my client will receive an unpaid notification along with the reminders. This is something most of my clients work like, so it's not only for me...
Thanks!
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Hershel Klein
commented
I would appreciate having an option in the + menu for quickly adding a customer payment. This small enhancement would save us precious time spent searching for customer names or invoices. I've included a screenshot from QBO showing how it looks.