Settings and activity
4 results found
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639 votes
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
Joe Tanham
supported this idea
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23 votes
An error occurred while saving the comment Joe Tanham
supported this idea
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654 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Joe Tanham
commented
This will be extremely beneficial for audit purposes. Now that we can directly email invoices to Xero to create the bills with the file attahced, being able to export/download all the files at year end would be a massive time saver.
Joe Tanham
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
514 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
An error occurred while saving the comment Joe Tanham
commented
Would be a massive time saver!
Joe Tanham
supported this idea
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GoCardless in Xero - split invoices over multiple payments.
Currently we issue an annual invoice to all our customers, but we give them the option to pay monthly. I understand GoCardless for Xero had the ability to split payments of an invoice over multiple payments. That feature would be extremely beneficial in GoCardless in Xero.