Banking & chart of accounts

2 results found

1. Deposit Button for Invoices Paid

   Deposit Button for Invoices "Paid." Currently, in the Sales Overview>Invoices page, at the Awaiting Payment tab, there is a Deposit button. I wonder if you would please add the Deposit button to the Paid tab? The Deposit option in the Awaiting Payment is not functional for us as we cannot deposit payments which we have not yet received. However, we can deposit payments for Paid invoices. This is a critical feature for our business. Please refer to screenshots below. Thank you.

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   1 comment  ·  Bank accounts  ·  delete…  ·  Admin →
   Feedback  ·  AdminAnis Anuar (Admin, Xero) responded

   Hi everyone, thanks for sharing this feedback. We understand why having clear options when managing invoice payments.

   The Deposit option on an invoice is designed for a specific workflow: creating a batch deposit when a customer pays multiple invoices together in one payment. Instead of matching the bank statement line to each invoice individually, you can create a single batch deposit, select the invoices included in that payment, and Xero will apply the payment across those invoices and mark them as paid. You will then reconcile the statement line with the batch deposit.

   Because this feature is intended to allocate payments against outstanding invoices, the Deposit option is not available once an invoice has already been fully paid. Xero recognises that there is no remaining balance to allocate, so the batch deposit action is no longer required.

   As this behaviour is working as intended, we’ve updated this post to Feedback and closed it for further voting.

   Hi everyone, thanks for sharing this feedback. We understand why having clear options when managing invoice payments.

   The Deposit option on an invoice is designed for a specific workflow: creating a batch deposit when a customer pays multiple invoices together in one payment. Instead of matching the bank statement line to each invoice individually, you can create a single batch deposit, select the invoices included in that payment, and Xero will apply the payment across those invoices and mark them as paid. You will then reconcile the statement line with the batch deposit.

   Because this feature is intended to allocate payments against outstanding invoices, the Deposit option is not available once an invoice has already been fully paid. Xero recognises that there is no remaining balance to allocate, so the batch deposit action is no longer required.

   As this behaviour is working as intended, we’ve updated this post to Feedback… more

2. Bank Accounts - Bank feeds and reconciliation more visible

   The options to update bankfeeds & reconcilliation report is not on the homepage on the new lay-out, how do you get that now?

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   1 comment  ·  Bank accounts  ·  delete…  ·  Admin →
   Feedback  ·  AdminDavina Roper (Admin, Xero) responded

   Hey Corrie, thanks for raising this with us and for the screenshots, however this doesn't look like the Homepage, rather it looks like the Bank Account page you get to via the Accounting tab.

   If we can get some more details around the experience you are describing, on the New Homepage you can see the items to reconcile and if the bank feed needs updating or refreshing, so we can adjust the status and look at the idea.Thanks :)