2 results found
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Remittances - Ability to Add More Columns (Tracking Categories)
Please consider more customisation for remittances like being able to add and sort columns. For instance, we'd like to be able to add one of our tracking categories to our remittances.
5 votesHi Mark, thanks for sharing your idea about adding tracking categories to remittances. It sounds like your idea is related to showing the Tracking column on bills and remittance. Currently, Tracking is an internal tool, so this functionality isn’t visible externally.
We’re closing this idea for now, but we’ve linked an existing idea on showing the Tracking column on bills. You can support and vote on that idea, and see how others are approaching similar workflows.
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Bills - Set up payment schedule on a single bill for monthly payments like insurance, business rates etc.
Being able to schedule the DD dates on a single bill such as insurance, business rates, leases etc... so that when you run a bills to pay you can get a clear snapshot of what is due for the period rather than having to manually work it out - this would assist in not missing outgoings for the period.
1 voteHi Michelle thanks for raising this here. Xero has the repeating bills feature. Repeating templates display on the Repeating tab under Purchases overview and show the date the next transaction is due to be created.Xero automatically creates and saves recurring transactions based on your custom template. Could you please confirm if the capabilities of this standard 'Repeating Bills' feature align with your specific needs, or if you are looking for functionality beyond what is currently offered here?
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