Settings and activity
9 results found
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3 votes
Dean Wilson
shared this idea
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11 votes
Hi team, appreciate the interest and clarification that we've received through this idea fro customers.
Right now adding additional placeholders to email templates isn't in our short term plans but we're continuing to follow the interest of this here.
For the time being I know not the 'set and forget' solution you're after here - you can edit the default email to add the Contact Account Number before sending the invoice.
We'll share if there are any updates for you here.
Dean Wilson
supported this idea
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25 votes
An error occurred while saving the comment -
74 votes
Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.
While this is something we'll continue to review we want to be open that this is not planned in the short term.
In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.
If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.
An error occurred while saving the comment Dean Wilson
commented
All, we utilize a bank lockbox service. The bank creates a batch deposit that comes into our bank account register as a lump sum.
We receive a PDF report of all of the deposited checks (and check stubs). We wrote a utility that extracts the information from the PDF, uses the information to match payments to customers with outstanding invoices (leveraging the Xero API). The daily lockbox deposits run from 1-200 checks. We usually automatically match about 70%-80% payments to a customer's invoice(s). Probably would be higher, but the information from the bank lockbox report often contains errors on check routing numbers, account numbers, etc.
A deposit of 50 checks usually takes about 10-15 minutes to post.
This same utility could be leveraged to utilize CSV/XLSX data files for batch deposits.
Wondering if anyone would be interested in this an application?
Current features
- Stores information for three bank accounts to one customer
- Allows for overpayments to be posted to a customer's account
- Allows for one check to be posted to multiple accounts - we deal with property managers that have as many as 200 properties, all of which are set up as separate customer accounts in Xero.
- Searching by specific invoice numbers for when the name on the check does not match the Xero customer name.Thoughts?
If you contact me, please let me know what you would consider a reasonable price for this service in US Dollars.
please contact me at za6kvwr8@duck.com (email address protected) -
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
427 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 Dean Wilson
commented
We have implemented for our own internal use. (We built an application that connects through API). We can send invoices, statements and payment receipts from our company domain.
Would anyone be interested in this as a service bolted onto Xero?
Feature set envisioned:
- Send from multiple email accounts on the same domain (i.e., company.com)
- Send invoice
- Send statement
- Send invoice payment receipt (customer paid invoice)
- Send payment notice to vendor with line-item detail in CSV file of payment sent (works great for printed checks with more than 9 lines of detail on check stub)
- Optional email address verification service to minimize bounced messages
- We would tie into your email server/service via security configurationThoughts?
If you contact me, please let me know what you would consider a reasonable price for this service in US Dollars.
please contact me at za6kvwr8@duck.com (email address protected) -
374 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
When there is opportunity to pick this up, I will share any news with you all here.
An error occurred while saving the comment Dean Wilson
commented
We have implemented for our own internal use. (We built an application that connects through API). We can send invoices, statements and payment receipts from our company domain.
Would anyone be interested in this as a service bolted onto Xero?
Feature set envisioned:
- Send from multiple email accounts on the same domain (i.e., company.com)
- Send invoice
- Send statement
- Send invoice payment receipt (customer paid invoice)
- Send payment notice to vendor with line-item detail in CSV file of payment sent (works great for printed checks with more than 9 lines of detail on check stub)
- Optional email address verification service to minimize bounced messages
- We would tie into your email server/service via security configurationThoughts?
If you contact me, please let me know what you would consider a reasonable price for this service in US Dollars.
please contact me at za6kvwr8@duck.com (email address protected)Dean Wilson
supported this idea
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782 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Dean Wilson
supported this idea
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24 votes
An error occurred while saving the comment Dean Wilson
commented
I would request it be from the Bank Accounts > Accounts Transactions page, where it says " Description or contact name" Better yet would be the universal search.
Dean Wilson
supported this idea
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168 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
An error occurred while saving the comment Dean Wilson
commented
We have a case were we have three distinct customer companies with the exact same name. (This name is shared by at least 130 companies in the trucking industry).
Anything we could to do to support this feature would be great. (there is a GUID identifier number for every customer record, so in theory it would be possible)
Dean Wilson
supported this idea
·
All, we utilize a bank lockbox service. The bank creates a batch deposit that comes into our bank account register as a lump sum.
We receive a PDF report of all of the deposited checks (and check stubs). We wrote a utility that extracts the information from the PDF, uses the information to match payments to customers with outstanding invoices (leveraging the Xero API). The daily lockbox deposits run from 1-200 checks. We usually automatically match about 70%-80% payments to a customer's invoice(s). Probably would be higher, but the information from the bank lockbox report often contains errors on check routing numbers, account numbers, etc.
A deposit of 50 checks usually takes about 10-15 minutes to post.
This same utility could be leveraged to utilize CSV/XLSX data files for batch deposits.
Wondering if anyone would be interested in this an application?
Current features
- Stores information for three bank accounts to one customer
- Allows for overpayments to be posted to a customer's account
- Allows for one check to be posted to multiple accounts - we deal with property managers that have as many as 200 properties, all of which are set up as separate customer accounts in Xero.
- Searching by specific invoice numbers for when the name on the check does not match the Xero customer name.
Thoughts?
If you contact me, please let me know what you would consider a reasonable price for this service in US Dollars.
please contact me at za6kvwr8@duck.com (email address protected)