Branding - Custom DOCX template for Remittance Advices
Ability to customise the branding of Remittance with a DOCX / advanced branding theme
Purpose: This would allow businesses that are already using DOCX / Advance branding to apply consistent branding to the Remittance advice that is sent to their suppliers.
-
Nicole Agno commented
This is very important and i can't believe its not standard. We should be able to customise all documents that are sent out.
-
Dev Edmond commented
Yes ,Very important!
-
Roz Lake commented
I totally agree with previous comments - we are new users of Xero and I wish I had come across this in our trial - it seems ridiculous that it is not possible to create a remittance when the whole system is set up so well for paying bills - I really thought I was missing something basic when I couldn't create this - I can create the email template for a remittance but then have to send a invoice attached??? Please sort this out asap - it is a major flaw in the system and is just not acceptable! The basics are there, it wouldn't be a huge piece of work and we are paying for this tool in our subscription, so please take note of customers frustrations. Thanks for reading...
-
Glen Hodson commented
Every other template is customisable except for this. It doesn't make sense why it can't or hasn't been done. It looks very odd for our customers to receive all other Xero correspondence with our custom branding, except for Remittances, and in today's day & age of cyber security we get a lot of feedback from our suppliers advising that we may have been hacked or they have been scammed because the branding is different.
-
Kevin O'Brien commented
Yes still Very important!
-
Alex Woods commented
Yes still important!
-
Christine Vaughan commented
If we had a customisable document then our logo would not look silly as it is so small. Thanks.
-
Sook Yee Hiew commented
Customise remittance advice allows to design the approval setting to be used as an internal control purposes. Hope Xero could add this feature in the product.
-
Alison Smith commented
I think it is important to remember that supplier relationships can be as important as your customer ones.
I have a client where we used to provide remittance advices from Sage which showed them the details of what they had been paid for but I can't do that in Xero and we are no being faced with having to go back to Sage...all because Xero won't allow people to add in a custom field for the invoice narrative if needed.
Very frustrating indeed...
-
Fiona Ireland commented
It would be much more professional to have all of our outgoing documents looking the same.
-
Helen Burns commented
I have actually had to create a workaround. I wrote an MS Access database and export my bills into there. Then I can produce custom made remittance advices. Not ideal but out of desperation. Disappointed in Xero not investing in customization
-
Wendy Carter commented
There are lots to be improved by Xero - I have only recently started using this accounting platform and I have to say there is still quite a bit of work to be done despite all the hype. Come on Xero, please work on the issues we are voting for or get a panel of bookkeepers/accountants to work alongside you to help make your platform one of the best.
-
Shawne McKenna commented
This has been an idea topic for 7 YEARS with no repsonse from Xero - c'mon guys, this can't be that difficult to create a template .docx we can mold for Remittance Advice.
We use it for RCTI - we can create a PO with an RCTI template but cant import bulk PO's - once they turn to Bills and are paid, we can only get the standard Remittance template - if we could edit that template it could be utilised as an RCTI. Thousands of businesses would benefit. Xero seems very limited on RCTI -
Pete Marston commented
This remains an important matter for us
-
Renee Neville commented
Any update on this? Have been asking for years.
-
Helen Burns commented
This functionality would greatly assist our business and would look far more professional if we could delete some of the unnecessary fields, move around the layout and add fields such as Bank Details for payments.
-
Mandy Sanders commented
It would be extremely useful to be able to customise remittance advices....I'm no computer whizz but surely it can't be that difficult to arrange in the same way as invoices.
-
Joshua Shanmugam commented
This a feature that is essential for our client. The fiddly work around converting PDF Bills from Xero and converting to PNG and merging PNG files together outside of Xero and adding in business logo and converting back to PDF (so it includes all useful information to our Rosters) is so time consuming. A remittance with all useful information to our Rosters is critical for their personal tax returns.
-
Taskforce Accounts commented
This needs to be a feature, of course people want to customise this as much as an invoice. The confines of xero's customisation needs to be upgraded
-
Sarah Lumb commented
Need to customise so as to be able to include other info eg date of transfer of amount, destination bank account details, banking reference (so they can respond if wrong or fraudulent), etc etc
It looks out of place compared to all of the other branded items. It also includes fields that I do not want to include and excludes others that I would like to include.
Please, the imported logo should be functional across all templates!
Please look at Zoho's features for creating templates, it's so much easier than Xero and helps create brand continuity.