5 results found
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Remittance Advice
When in a supplier - have the option to print Remittance Advices for the supplier
(Currently you need to go into bank, find transaction in Account Transaction, open, click on options then view Remittance
or alternatively have option to view remittance directly after updating "match".
There definitely needs to be an easier way to access this report.Following on this
When the Remittance is printed - should the payment match be split between branches but SAME supplier i.e one payment split between 7 branches, the Remittance prints matching per store (which is perfect) but somewhere on the Remittance Report needs…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bank Feed - Discover Bank
For Xero to add back the bank feed connection for Discover Bank.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bank Reconciliation - Only autofill existing contacts when using Add details option
On the Reconcile screen, if you click the 'Add details' button for a transaction that doesn't have a suggested contact, Xero will autofill the 'To' field for the new transaction with the statement line Payee field. This is true whether or not that field matches an existing contact name and Xero doesn't indicate new contacts in any way.
I would like the option to restrict this autofill to only use existing contact names, or turn it off entirely. I have a lot of contacts where the Payee field is slightly different than the contact name in Xero and this autofill…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Westpac Bank Feed Correction
Correct the Westpac Bank Feed so the fields are passed through to Xero correctly. Currently the Description (from Westpac) is put into the Payee field (which should be Merchant), resulting in truncated description payee.
This causes us several issues in our reconciling process, particularly with being unable to identify who made a purchase without logging into the westpac portal, as well as not being able to set up rules to consistently process against a contact without the merchant being passed through correctly.
I believe the matching of a transaction to a bank line is also impacted by this. We often…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Expenses - Claims for International freight
Within Expenses, have the ability to claim International Freight charges. Many freight forwarders charge a credit card for larger values and do not offer direct debit facility. We do not have company credit cards, so it is charged to a personal card and claimed. My only work around is to charge it as a bill to the freight forwarder, then pay the individuals credit card.
1 voteHi Timothy, just trying to better understand your idea. Currently it's possible to enter a foreign currency expense claim through Xero expenses.
An employee could submit a claim for the amount of the international freight charge to be reimbursed by the business. Is there something missing in this feature that would help here?
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