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10 results found
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597 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
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Cass Moore
supported this idea
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964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
An error occurred while saving the comment Cass Moore
commented
I also agree with those who have commented to allow the option to select the number of lines i.e. 20/50/100/all.
Cass Moore
supported this idea
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25 votes
Hi 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.
Cass Moore
supported this idea
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56 votes
An error occurred while saving the comment Cass Moore
commented
I would love a "SEND RECEIPT" TICK BOX in the RECONCILIATION BOX on the reconcile page... ie:
Match - Create - Transfer - Discuss - "SEND RECEIPT" TICK BOX
Will save hours!
Cass Moore
supported this idea
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64 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
Cass Moore
supported this idea
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An error occurred while saving the comment Cass Moore
commented
I would love a "SEND RECEIPT" TICK BOX in the RECONCILIATION box on the reconcile page... ie:
Match - Create - Transfer - Discuss - "SEND RECEIPT" TICK BOX
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
298 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
An error occurred while saving the comment Cass Moore
commented
Would love a "CREATE RECEIPT" TICK BOX in the RECONCILIATION box on the reconcile page:
Match - Create - Transfer - Discuss - "CREATE RECEIPT" TICKBOX
It could also be a "SEND REMITTANCE" tickbox in the case of payments
An error occurred while saving the comment Cass Moore
commented
Option to turn on - Auto send receipts when reconciled
Option to turn on - Auto send remittance when payments reconciledAs soon as possible please - will save hrs per week!
This is a necessary everday process.An error occurred while saving the comment Cass Moore
commented
It will save at least 5 hrs a week
Cass Moore
supported this idea
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459 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Cass Moore
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246 votesCass Moore
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28 votesCass Moore
supported this idea
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7 votesCass Moore
supported this idea
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Hi Zvi
You can do a minor adjustment when reconciling - its at the bottom of the page
#3 "The sum of your selected transactions must match the money spent. Make adjustments, as needed." - select "minor adjustment"