Settings and activity
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21 votes
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210 votes
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Daniel Leapman
commented
Agree that extracting the details from bill documents would be incredibly helpful.
The previous invoice details are recalled automatically and it makes it easy to accidentally input the last transaction's description if not careful.
Some way of selecting the text on the page to be used as the transaction description would be ideal.
Daniel Leapman
supported this idea
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501 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.
Daniel Leapman
supported this idea
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You can enter a batch receipt from the invoices screen.
Check the box next to each invoice that is being paid in this payment and then click "Deposit" at the top. This will let you create a single payment against many invoices and then match against it in the bank rec screen.
There's a limit of 100 invoices but you can split it into multiple batches then match all of them against one bank statement line.