121 results found
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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.
3 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.
25 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
38 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.
3 votes -
Remittance - Ability to include Check number
Remittance Advice - Show check number for vendors to be able to reference.
5 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.
32 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.
6 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.
8 votes -
Checks - make the payee name field only appear above the address field
Ability to customise check style so payee name field can be placed above the address field.
Purpose: Professionalism with expected layout/formatting of Payee name above the address field.
20 votesHi team, while this idea has been around for sometime we appreciate for those that work with Checks this is an important feature and more customisation of checks would be greatly useful.
To be upfront, this isn't something we have direct plans of right now but will continue to keep a pulse on the interest here and share if there are any updates.
In the meantime, please do make sure to share this with any colleagues or clients that could benefit so they can add their support here.
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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.
4 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.9 votes -
Batch Payments - Use cursor arrows to navigate and edit
Currently when editing a batch payment we can only tab across to the next cell, it would be good if we can use the arrow keys to move around and edit instead of using your mouse to get to the cell below, or the previous cell etc.
6 votesWe appreciate how this could be more intuitive. To confirm how this currently works - Within the body of a batch payment you can use Tab to navigate forward through cells, pressing Enter will enable you to edit the cell and then pressing Enter again will confirm the cells contents(highlighted).
When the cell is highlighted you'll be able to use the keyboard arrow keys to navigate up, down and across within the body of your batch payment.
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Prepayments - Create prepayment automatically for Income in Advance invoice
Prepayment automatically be created for the combined total of the "Income in Advance" lines.
Purpose: To save users time from having to prepayment invoices manually by adding a payment to the invoice from Income in Advance
14 votes -
Remittance advice - show bank account details of payment
Ability to show the supplier’s bank account details of payment in the remittance advice.
Purpose: To easily let the supplier know where the user sent the money to.
62 votes -
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.
317 votesHi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
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Remittance Advice - Show all credit notes and invoices
Ability to produce supplier remittances that include all the credit notes against any payment as unallocated.
Purpose: Because some of the credit notes do not relate specifically to an invoice, e.g. marketing aid, retro discounts.
218 votes -
Prepayments - Send receipts and remittance advices
Ability to send receipts and remittance advice when allocating a payment as a prepayment.
Purpose: Users’ can easily send the customers receipts of their deposits.
50 votesHi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
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Batch Payments: UK org - Export to BACS with supplier's reference
To have the option to export BACS file type.
Purpose: To get BACS file type, so customer can import it directly to bank system
39 votesHi everyone, appreciate this idea has been in a state of Under review fro some time. While it was something our teams we're looking into, this work has had to be put down with other priorities that have transcended.
For now, we'll shift back to 'submitted' where we can continue to track appetite. We'll be sure to let you know if there's any change in this space. Thanks
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Batch Payments - Ability to export Bpay batches
Ability to export Bpay payment batches.
Purpose: To save user time in exporting Bpay batches, as currently they have to do it one by one.
124 votesWe want to thank everyone for the attention this idea has drawn. It’s clear from the many votes and detailed comments that having the ability to pay supplier bills with BPAY from Xero is a high-value feature for our Australian customers.
We understand the desire in this and see how this functionality would enhance your use of Xero, and it is definitely on our radar.
As you may have heard, our product team's current focus is on developing our bill payment solutions like we’ve delivered in the UK to more regions, with sights currently set on AU.
Your feedback here is valuable to the team as we explore what this experience will look like. Though we can’t commit to any timelines as yet, BPAY is a feature that we’ll be aiming to support through our new solution. We’ll keep you updated on further news and progress for this, through the…
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Checks - Restore voided checks
Ability to restore voided checks in Xero.
Purpose: To easily get the checks back when a user accidentally void it.
11 votesHi team, though we appreciate there may be scenarios in which you'd want to restore a voided check this isn't something we have any plans for developing.
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