113 results found
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Banking - Bank deposit slip with subtotals for cash and cheques
Ability to print a deposit slip that shows the subtotals of cash and cheques.
Purpose: Users can easily see the figure of subtotal cash and cheques in the deposit slip.
60 votes -
Bills to pay: Multiple payment dates in one payment batch
Could you please add the option to pay have different payment dates for bills in a batch payment. Perhaps you can select to choose 'one payment date' or the 'planned payment date' when creating the batch. This way we can bundle multiple payments into one batch and don't need to set up multiple batches for multiple payments dates.
9 votes -
Check Register - Set check defaults by bank account
Ability to set a default check style per bank account.
On the operating account the check stock has the check on the top, on the payroll account, the check stock has the check in the middle, and on the sales tax account, the check stock has the check on the bottom. Three separate checking accounts, three separate styles.
It would be nice to have a setting where you can say, "if a check is generated from the operating account, apply the operating account style."
2 votes -
Bills - Support for due dates prior to invoice date
Bill Due Date
At the moment the due date can't be set as prior to the bill's actual date. We self-bill a lot of customers on a monthly basis, but pay them on 27th or the last working day before then. We would like to set the bill date to the last day of the month, but can't.
3 votes -
Notice of Electronic Funds Transfer (EFT)
Option to generate a Notice of Electronic Funds document to send to suppliers requiring immediate proof of payment. Said Notice to include:
remittance date
name/contact details of remitting party
amount
reference / description for payment being made
the bank details of both the remitting and beneficiary banksNot an original idea but I received a notice from a customer. Today I was asked to submit one to a supplier as proof of payment so they could ship out an urgent delivery but I could not provide one. See sample document attached for reference.
4 votesHi Nina, this is something I'd recommend engaging your financial institution or bank about. While you can set up and create a payment in Xero, the confirmation of funds transfer would come at the point the money is paid from your actual bank account to the suppliers bank account.
If your suggestion however is from the Sales side where you'd like to request your own customers provide proof of payment for invoices you send to them perhaps this could be worked into your organisations branding as part of the payment terms?
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Remittance - Ability to send with Part Payments
It would be great if we could send a remittance on a bill that has been part paid. This means suppliers can reconcile the payment in the same way we have in their own accounts
11 votes -
Bills - Support for JP Morgan Chase SGD Swift payments
Currently, Xero does not has option to select payment to
JP Morgan SGD account
Swift code CHASSGSGHI Xero, pls consider to add tis SWIFT code.
2 votes -
Batch payments - Support for Servus Credit Union
Please add Servus Credit Union to your list of Banks to create CSV files. I have multiple companies with this bank.
2 votes -
Checks - Print Remittance Advice on check voucher
Ability to only print invoice total on the Check Voucher.
Purpose: Remove un-needed information from the Voucher, and make interaction with contact more professional
27 votes -
Checks - Scanned signatures on paper checks
We write paper checks for some of our clients using a blank check style format. It would be nice to be able to insert a scanned signature on the signature line on the check style. This would enable the authorized signature to print on all checks printed.
19 votes -
Remittance - Automate 'send me a copy'
When sending invoices using my laptop the 'send me a copy option' remains ticked when creating invoices but it does not remain ticked when sending remittance advices. This would be helpful please.
2 votes -
Cheques: Voucher - Show tax amount on each line item
Ability to format a cheque voucher so that the tax amount shows on each line item and not just in the total below or even better so that sales tax automatically shows within the line item amount.
31 votes -
Check Register: Hide previously printed checks
When printing newly created checks it would be nice to have the ability to easily select all for just those new checks by marking all previously printed checks as having already been printed instead of either having to check the box next to each check you want to print or by doing a search by date (if you print checks once daily) to be able to then select all to print.
5 votes -
Bills - Transaction dates shown in batch payment summary PDF
What I want to show in the batch payment summary is the transaction date.
For example, I used my personal money to buy sth on 1st June & 10th June. Then I submit "expense claims" on these two days. And when accountant batch the payment for my claims, I want to show the transaction date (1st June & 10th June) on the batch PDF, just as shown in my attached image.1 vote -
Remittance - Ability to include Check number
Remittance Advice - Show check number for vendors to be able to reference.
3 votes -
Checks - Add Company Name to vendor check voucher
It would be nice to be able to have our company name on the check voucher so the vendor will always know who the payment is from.
7 votes -
Remittance - Remove option to Send after creating batch
Remove option to send remittance advice when posting batch payments
1 voteIs there a specific reason you'd like to remove this option from your organisation, Ben. For example would this be for certain user roles, or based on your business processes would you want to remove this for everyone?
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Batch Payment - SSV file type option
I need Xero to have more payment file formats to upload bill payments into the bank. It is such a useful function, but it becomes too much manual intervention to add columns every time you export the file to match your specific bank's needs.
It will be great to be able to upload a template that can pull the needed info, similar to a Sales invoice templates.
3 votes -
Invoice Payment - Automatically asking customer to register Auto pay
I will like an option that will force customer to register to Auto Pay.
All our customers agreed to use Auto Pay and most of them "forgets" or "don't see" the Auto Pay checkbox option. So, what happens, they pay thinking they have subscribed to Auto Pay.
This option will make our billing management so much easier.
A quick fix to that issue could be the following:
When they select the button "Set up auto pay", then the Auto Pay checkbox should at least be already selected.8 votes -
Checks - make the payee name field only appear above the address field
Ability to make the payee name field to be placed only above the address field.
Purpose: To make Cheques look more professional, as Payee name only shows above the address field.
14 votes
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