Remittance Advice - Send multiple advices without using Batch Payments
Currently remittance advice can be sent based on payments. It is not possible to send multiple remittances at the same time without using the batch payment method.
As we have a lot to send, is it possible to look into some ways to send some remittance advice in a more efficient way for cases like with several payments to one person or multiple advice to multiple receivers? Or any automation for regular ones? Instead of downloading PDF one by one / sending email by payments one by one?
Shan Chan
shared this idea
Hi team, we appreciate the feedback here and how an easier method of sending Remittance would be useful for some users.
While this isn't in the direct pipeline just yet we're staying close to the ideas around this in the forums here and will be sure to notify you of any progress.
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Mark Shaw
commented
Agreed, This is time consuming and should be able to be sent together, like invoices etc. Please add function
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Anita Warburton
commented
This is essential. With wise this was possible. with the new payment function sending the remittance is time consuming.
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Laurence Elliott
commented
"Previous batch payments (via Wise) enabled "Send Remittance Advices" from 1 single batch payment to all suppliers included in that batch" - this is a big step back with Crezco, please make it so that I can click one button to send all the remittance advices again!!
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Mellisa Kramer
commented
regularly i get suppliers coming back and asking for all remittances for a set period. This first means finding seperate batches, extracting just thier remittance and then sending via external emial provider. It would be great to go to their contacts page and be able to select all payments to them and send direct from Xero. This is a feature always avialable in MYOB, along with sending a specific staff member all payslips.
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Lee Newsham
commented
Agree. Now with Direct Payments via Crezco there must be an easier option to send remittances for the payment batch than going into each one separately and having to email the remittances individually one by one.
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Lynn Sinclair
commented
Now very important if you're using the new Crezco Opening Banking payment solution - this saves each payment as a separate line, even if you've batched them together to pay. Hence, not having to go into every single line (1 per supplier) and send 1 remittance at a time. Previous batch payments (via Wise) enabled "Send Remittance Advices" from 1 single batch payment to all suppliers included in that batch