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1427 results found

  1. When making a bill payment using open banking direct transfer from bank account, it would be nice to be able to schedule the payment - currently there is no ability to do that.

    18 votes

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    Hi everyone, we have some updates in the UK with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This helps to avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.

    We know there are users from others regions also interested in the idea here and we'll share if there are any updates for expanding similar functionality in other places. 

  2. When writing Cheques or payments would it be possible for an auto infill/ recall of the previous payment made to the Payee/Supplier, this would save time if the details are always the same and only the amount may vary, it would ensure that the correct/same account is always used giving consistency.
    Should any of the details differ then these can be input as currently but an auto infill would save me an awful lot of time as I don't have a bank feed to all the bank accounts I oversee.

    5 votes

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    Appreciate it's been some time since you originally started this idea, John - Just to confirm what you're asking here. Would this be when adding a manually applied payment to a bill? Or when reconciling in the bank account?

  3. Receipts sent to bills do not require due dates, having to have them as a compulsory item wastes a lot of time. Can you make this an Option?

    Constantly having to fake a due dates and re-approve is not needed for 60% of bills.

    2 votes

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  4. Batch payments - details don't copy over into right hand columns when doing batch payments . I have raised this with Xero and they have indicated that never been raised with them before . Has anyone found a quick solution to this?

    10 votes

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  5. Ever since Xero updated the online view to hide invoice info, I get one or two clients a month asking me what they're being billed for.

    Of course all they have to is click for details, but users are funny that way... they're not seeing it, and there's really no good reason to have this info hidden. I wish there were at least a setting to show them as expanded/visible by default, or even just have the first bit revealed so people would notice that they can click to expand.

    As it stands I have people who think I'm invoicing…

    2 votes

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  6. We would like to upload a batch of customer refunds via csv instead of going in one by one to do a refund per customer per invoice.

    4 votes

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  7. The ability to edit including remove header from invoice cover note (that is company name, invoice amount, due date and invoice number).

    2 votes

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  8. Love that the sales tax uses Avalara, please add that functionality to bills too, to look up consumer use tax. Thanks!

    1 vote

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  9. Enable the "bills" object (behind the scenes) so that the standard Bill.com integration with Xero can post PAID bills into Cashbook for bank account reconciliation. I spoke with Bill.com today and even they did not realize their integration will not work with Cashbook. We have a number of families we use Bill.com to pay their bills and Cashbook for bank recon and reports. We were shocked to learn the integration won't work and are now scrambling for a manual export/import work around but that won't scale with our client base.

    2 votes

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  10. For a food wholesaler, product prices can change weekly. Select each draft invoice & bulk change product prices

    10 votes

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  11. New Invoicing. I see we got the ability to mark as sent when printing, which is great and fixes one of many defects which made me go back to classic a year ago. But the prompt that appears is bizzare and confusing. Classic always had "mark as sent" or "leave as it is" ... however new has "mark as sent" or "Canel" - which implies cancel the print job - except it doesn't (the x does this)... So on one hand a user if confused by cancel if they want to print without marking as sent, and 2 if they…

    3 votes

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  12. Currently remittance advice can be sent based on payments. It is not possible to send multiple remittances at the same time without using the batch payment method.

    As we have a lot to send, is it possible to look into some ways to send some remittance advice in a more efficient way for cases like with several payments to one person or multiple advice to multiple receivers? Or any automation for regular ones? Instead of downloading PDF one by one / sending email by payments one by one?

    48 votes

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  13. Sales planned date like in bills to pay so we can select date invoice should be paid to us. Will help with overdue invoices and planning cash flow

    3 votes

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    Hi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.

  14. My company operates from multiple sites. Would like the ability to customise the purchase overview page, so you can filter on the sites

    1 vote

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  15. Automatically provide the audit certificate for e-signatures applied in Document Packs. At the moment, you need to contact Xero Support to obtain the audit certificates, which often takes days, when you generally need these things urgently

    10 votes

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  16. Reducing clicks:
    When applying a payment to a bill or an invoice, I usually want to attach a source document (image of check, confirmation of our POS system, etc.). Right now I cannot do it while applying the payment. Right now (in 'old' invoicing/bill) I have to instead apply the payment, find myself in the accounts transaction overview, go back to invoice, click on the payment I just applied and then I have to option of uploading/attaching a document. Very inconvenient.

    9 votes

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  17. Customer statement - with a customised due date option.

    The option to be able to email customer statements directly from Xero with a customised due date. Eg. Selecting email customer statements to 30th June and only invoices that are due up to the 30th June are generated and emailed (rather than everything that is invoiced on their customer card which in our case could be up to 12 months in advance).

    4 votes

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  18. Currently when creating a batch payment, the bank payment details fields (Particulars / code / reference) are all drawn from the payee's Xero contact details page.

    payment of some bills require an invoice number in the bank payment reference field (rather than just an account number), and this also helps to track which invoices are paid for companies with frequent / varied billing + auditing bank transaction list records.

    It would be great if either:
    a) For a specific bill, Xero reads the invoice number and places this into the "reference field" within the bill payments screen (usually works) AND…

    6 votes

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  19. In Xero I’m able to use my purchase order templates that I created with docx.

    I was hoping to keep things consistent when generating POs from XIP. I don’t see that I can alter the templates.

    3 votes

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  20. Please allow us to press tab after pasting text into the box, for quick copy/paste. Currently, if you add text and then press tab, it removes the text completely. You can only add the text and then click out of the box for it to stay.

    3 votes

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