Settings and activity

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1. Bank Reconciliation: Search for transactions across all accounts

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   247 votes

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   31 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.

   While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.

   That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.

   If things change we'll gladly share with you all here.

   In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.

   Margaret Christensen supported this idea  ·  20 December, 2023

2. Invoice - Prompt Payment / Settlement Discount

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   128 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.

   We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.

   Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;

   • Edit the invoice to apply a discount directly
   • Edit the invoice to add a negative line that directly draws down the total amount of the invoice
   • Apply a credit to the invoice for the portion of the discount

   We'd recommend connecting with your Xero advisor on how they'd recommend recording this in your org.

   Alternatively, there are connected invoicing apps that you can explore through our Xero App store.

   We'll continue to track support through this idea, and our product teams will continue to consider this in future planning, so if there’s any updates we’ll share here. Thanks

   Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.

   We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.

   Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;

   • Edit the invoice to apply a discount directly
   • Edit the invoice to add a negative line that directly draws down the total amount of the invoice
   • Apply a credit to the invoice for the portion of the discount

   We'd recommend connecting with your Xero advisor… more

   An error occurred while saving the comment
   Margaret Christensen commented  ·  20 December, 2023  ·  Edit…  ·  delete…

   This would be incredibly helpful.

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   Margaret Christensen supported this idea  ·  20 December, 2023