Bills - Automatically send a remittance after payment
Automatically send a remittance to the client that you have paid either before reconciliation, or after rather than a manual process
Hi everyone, thanks for your feedback on automatic remittance sending.
We understand the efficiencies this could provide to your workflows and it's something our product team have reviewed and are interested in developing, however we do not have this work planned just yet. We’ll let you know here if there’s any more news about this in our future roadmap.
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Simon Bonelle
commented
Agree this should be a standard, basic feature on any serious accounting package now.
How about a pop up that appears once the payment is reconciled with two options, both of which can be invoked, i.e. not either / or but either / and.
1) Send Remittance Advice
2) Send final VAT invoice (e.g. when the first one was a Pro-Forma). -
Nate Taki
commented
Hey Xero team,
This is getting a lot of traction (Rightly so), it would be great if we knew if there is a solution being implemented --> this will help our business and many others I would imagine to look for an alternative automation
Thanks -
Hanna Cesare
commented
this should be a standard feature. A pop up or something should come up after reconciling the payment
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Melani Aretis
commented
This would be such a great idea, it's super annoying to reconcile a payment and then manually send a tax invoice to a customer
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Matt Creed
commented
Crazy this doesn't exist. So crazy that Meta AI has just told me you can do it. Being let down all over the place.
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Shannon O'Rawe
commented
Would be very helpful
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David Harper
commented
I thought I was doing something wrong.
This seems like a fundamental and simple automation feature. I can't believe it has not been implemented.
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Michael Gibbs
commented
Only been waiting 3+ years for this 🤪
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Ben Sowman
commented
Automatic sending of remittance upon reconciliation should be a base feature. Ensure that all remittances are sent and none are missed.
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Steve Webb
commented
Yes that's true Shane - I thought it was just my system.
Automatic one needs to be implemented but meantime a must is to have the pop up box to send after payment made.
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Shane Drinkwater
commented
This always happened, but the remittance would pop up and you could click on send the remittance and tick the send me a copy option, but the last week this has disappeared,
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Steve Webb
commented
This is needed sooner rather than later please
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Alicia Jackman
commented
I've just been searching for the exact same thing. Please can we have this feature implemented!!
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Giuseppe Sasso
commented
Agreed - it's an excellent idea.
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Muhammad Ali
commented
This will be nice idea for other businesses as well . just like some ecom store. Yesterday, I was discussing it with one of my clients and today I find out this one. I am looking for this integration for customers support on this website https://www.leveret.com/products/button-down-pajamas-kids. Will it be applicable? BTW,This is truly superb idea. Expecting it to be launch soon.
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Dina Bohnsack
commented
Friday payruns are a bit of a nightmare as I have to make payments, then process the proof of payments, re-name, and print to pdf and send to the supplier. Then I have to reconcile the bank, print to pdfd and rename the remittance advices. Please make this an auto RA send feature ! that would save me so much tine every week.
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Janille Epan
commented
This would be a significant help in assisting suppliers with payments.
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Julius MURINDE
commented
This is critical to creating an automated AP process.
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David Noverraz
commented
This would certainly make the whole workflow in Xero easier to use as the current remittance process is very manual.
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Hayley Stevens
commented
honestly would have thought this would already been a feature and went searching for how to turn it on. This is critical in a business for a simple solution for time management