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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.

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AdminXero Team (Admin, Xero) shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Middleton (Admin, Xero) responded  · 

Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.

We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.

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  • Sonia Kelly commented  ·   ·  Report

    Many of my clients would benefit from this feature being made available and I would use it as a matter of day to day business when paying supplier bills for them.

  • Nikita Brown commented  ·   ·  Report

    Having this feature is absolutely critical to my usage of the platform and would be relatively easy to implement, so please do this soon Xero team!

  • Anthony Metivier commented  ·   ·  Report

    As a memory expert who deals with customer confusion each and every day, I can tell you that people need consistency.

    And all the more so in the image saturated online world.

    This should be top priority for a forward-thinking company like Xero.

  • Cassandra Scott commented  ·   ·  Report

    With the current environment of cyber breaches, a businesses branding is becoming more relevant than ever. We need to be able to provide clients with documents that are consistent with each other and the branding theme we choose - Remittance Advice are a part of our document set. If customers see consistency with our branding, receiving something that is "off brand" can be the red flag that they need to investigate further.

  • Nicole Agno commented  ·   ·  Report

    This is very important and i can't believe its not standard. We should be able to customise all documents that are sent out.

  • Roz Lake commented  ·   ·  Report

    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  ·   ·  Report

    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.

  • Christine Vaughan commented  ·   ·  Report

    If we had a customisable document then our logo would not look silly as it is so small. Thanks.

  • Sook Yee Hiew commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    It would be much more professional to have all of our outgoing documents looking the same.

  • Helen Burns commented  ·   ·  Report

    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

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