Remittance - Select & send from Account Transactions screen
It would be great to have the ability to have a ‘send remittance advice’ button under the accounts transactions page of the bank accounts to easily tick the payments you want to send a remittance advice of to suppliers. Perhaps next to the ‘remove & redo’ button. This will save a lot of time having to go into a payment transaction. I know that the remittance advices can be send for bulk payments but this needs to be done before the payment is removed if various suppliers are paid in the same batch. The same option can perhaps be added for “send receipt” for customer payments received to enable the ability to choose various transactions and not have to go into each transaction.
Sandra Martin
shared this idea
Hi community, thanks for sharing your thoughts on being able to send remittance advice in bulk from the Account Transactions screen. We appreciate you explaining how this could help simplify payment workflows.
We’ve reviewed this idea and agree it’s a valuable one. It’s not something on the current roadmap right now, but it’s an area the team would like to explore in the future.
In the meantime, we’d love to hear more about how this would help in your day-to-day work. The more examples and votes we have, the better we can understand what matters most when we start looking into it. Thanks again for all your input and continued feedback!
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Lauren Elliott
commented
We recently moved from paying in our bank to paying through Xero, we pay an awful of lot supplier in one go which we were able to send batch remittance to before. Now with this option, this has to be done individually, which is excruciatingly time consuming!
I urge that this be considered as and urgent upgrade
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Jane Stergio
commented
This would be so useful for the "send receipt" option. Currently there is no quick way to send bulk payment receipts - to send a receipt each payment must be opened first.
Also, if a payment is matched to an invoice + an overpayment from the bank statement matching, there is no option anywhere to send a receipt. The only way is to add the payment manually before the bank matching - adding another layer of complexity and time. So, can the payment receipt also include showing overpayments? -
Julie Robbins
commented
With the introduction of batch payments, the time savings are significant. However, this benefit is largely lost by having to send remittance advices individually. The efficiency gained by paying suppliers directly from Xero is completely undermined when remittances must still be issued one by one.
The ability to send batch remittance advices alongside batch payments is therefore an essential and urgent upgrade.
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David Noverraz
commented
Perfect suggestion, please implement this or something similar ASAP
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Harald Tobermann
commented
the time saving of paying direct from xero is completely wasted by sending individual remittance advices.
this is an essential and urgent upgrade -
Jill Gates
commented
Please replace this feature!
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Coby Chetwyn
commented
This is absolutely needed! When making bulk payments of over 50 invoices for various suppliers it is a nightmare to individually download remittance for each one.
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Geraldine Hulls
commented
Yes please
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Beverley Keane
commented
I agree, It would be great to have the ability to send a remittance advice to te suppliers from the account transaction screen.
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Anna Maria De Carvalho
commented
I would like the option to send remittance advices while reconciling directly from the bank account or the ability to generate a report of paid suppliers by date and send remittance advices accordingly.
This would help streamline the process and improve efficiency. Please let me know if this feature is available or if there’s an alternative solution.
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Simon Bonelle
commented
I am desparate for this feature to be added please !!
When I do a payment run I have to do about 3 or 4 clicks per payment instead of being able to just select the checkbox next to the statement line and then click oone button to send them all in one go.
Please make this a priority !!
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Anita | Botham's of Whitby
commented
Hi all, because of this we started using Nook to make our batch payments, as it automatically sends a remittance for every payment and worked out for us cheaper that using the Xero batch payment that was 24p each one and didn't send auto-remittances. It syncs with Xero so we pay our supplier pay runs and payroll on there with a couple of clicks. Hope this might help you!
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Helen Burrows
commented
So time consuming clicking on every single payment made to send a remittance :(
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George Wang
commented
Yeah, it will make life a lot easier. Thank you.
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Jasdev Dhanjal
commented
Very Critical
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Jane Stergio
commented
Being able to send multiple payment receipts by selecting multiple customer Payments in the BankAccounts->Account Transactions screen would be so good - add a button next to the "Remove and Redo" button and send the default Payment Receipt. This would save opening every payment each time - which takes a lot of time when there are a lot of receipts.
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Doni Atanasova
commented
We also use the new Direct payments in Xero (via Crezco), but sending manually remittances makes no sense and it is not efficient at all. Please allow bulk remittances.
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Emily Inman
commented
wasting loads of time individually sending out remittances, please please would love this feature. - using crezco and the automated payments is great. but then having to send out 100s of remits one by one
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Anita | Botham's of Whitby
commented
Please could you look into this Xero? We are using the new paid payments feature in Xero - but remittances are not sent for us! We are sending about 20+ payments each time, and clicking an individual payment then multiple clicks to send a remittance one at a time is crazy....
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Oliver Adey
commented
Very annoying that the multiple remittance option has been removed with the change from Wisepay to Crezco. Feels like a step backward in terms of functionality and is wasting us a lot of time as we make payment files for 20+ bill payments twice per week.