Settings and activity
46 results found
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32 votes
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Jessica Salmon
supported this idea
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An error occurred while saving the comment Jessica Salmon
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Please can Xero consider adding a Customer Statement option that shows payments as totals (not splits per invoice allocation) as found on the bank statement.
Many businesses have customer accounts that are paid towards or caught up regularly in round bulk amounts that do not neatly match individual invoices.
In these cases customers getting statements showing their payments as splits cannot easily or intuitively see the amounts that they paid on specific dates.In dealing with queries ourselves we find that many customers find the Activity Statement format frustrating or confusing, especially when we have to capture part of a payment as an 'overpayment' in order to allocate the credit to invoices that will be imported later.
A History format example should show as follows:
2022-10-01 Invoice X 1000
2022-10-02 Payment (3000)
2022-10-05 Invoice Y 1075
2022-10-06 Invoice Y 2050
Balance Due for account: 1125
Being able to select between Activity, outstanding and 'History' Statement types would be ideal, allow admin personnel to deal with queries regarding payments and reduce confusion for an average customer viewing their account activity.
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444 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Jessica Salmon
supported this idea
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82 votes
Hi team, while we released the ability to run the Trial balance for a date range to our US customers last year, we appreciate there's quite a bit of appetite for this in other regions and have re-opened the idea so we can engage with you all and consider whether this feature can be expanded.
We'd love to get more insights of the needs in running this report for a date range for customers based in regions outside US.
If you'd be willing to share they will be running research across the next 2 weeks - please book a video call at a time that works for you through the link here. 💬
Thanks for your engagement and I'll keep you updated of outcomes in this idea.
Jessica Salmon
supported this idea
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819 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.
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530 votes
Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.
As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.
However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.
I'll keep you updated of any developments in this space.
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464 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
Thanks Kelly, I am aware of the ability to remove fields and we have rearranged and removed fields to try and simplify the statement format, however the key issue raised in my query is the splitting of the customer's payments on their statement according to Xero's allocation.
We have long term, monthly paying, customers who do not pay the exact value of their monthly invoice (which varies every month).
They often pay large round amounts to keep in credit or to catch up if they are behind on payment.
Our customer doesn't care if we allocate their R10000 payment to 3 specific invoices, nor does it make sense to many to have to get a calculator out just to check if R3589 + R1976 + a R4435 overpayment = to their R10000 payment that they can see on their bank statement.
It's tedious for the customer to reconcile every statement received every month just for them to check that all their payments are showing correctly on their account.
Hopefully this clarifies the purpose of this suggestion.
As far as I'm aware this relates to the information Xero populates the fields with in the docx (e.g. 3 statement lines as in the above example vs 1 line showing the R10000), thus editing the fields doesn't seem as though it would solve our problem.