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System generated OR and PV

Is it possible to have the system generate PV and OR for each outgoing payment and incoming payment for easy reference and traceability purpose, so that we need not download every payment into PDF and rename them one by one. Its time consuming and non value added.

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Ling Ling Lee shared this idea  ·   ·  Report…  ·  Admin →
Feedback  ·  AdminAnis Anuar (Admin, Xero) responded  · 

Hi Ling Ling, we've moved this to Feedback status for now, as we need a bit more detail to fully understand how it would improve the current process.

Could you clarify what the abbreviations PV and OR stand for in this context? It would also be helpful to explain how you envision the system generating them and the benefits this would bring to handling payments.

If you can provide a bit more context, we’d love to review the idea again. Sharing these details will also help other users understand your suggestion better and could increase its chances of gaining traction in the community. You can refer to our Xero Central article for more information on what makes a good idea.

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  • Ling Ling Lee commented  ·   ·  Report

    System generated OR and PV
    Is it possible to have the system generate PV and OR for each outgoing payment and incoming payment for easy reference and traceability purpose, so that we need not download every payment into PDF and rename them one by one. Its time consuming and non value added.