Settings and activity
9 results found
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1 vote
Hi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.
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Claire Taylor
shared this idea
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8 votes
An error occurred while saving the comment Claire Taylor
commented
Re Aged Payable Report and Ages Payable Summary Reports
Can there be an option under 'Ageing by' for 'Planned Date' and when searching in Business section
I import alot of invoices into Xero and dont use the due date.
When balancing my monthly statements I allocate planned dates they are due
Claire Taylor
supported this idea
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31 votes
Appreciate wanting to see a direct option within customer statements that exist in Xero.
An option here would be to run the Customer Invoice Activity report where you can filter by Source to remove payment type sources such as 'Receivable Payment'. Once set up this could be saved as a custom report to be run with your filters at any time. 🙂
An error occurred while saving the comment Claire Taylor
commented
Kelly the Customer Invoice Activity report is not a solution to the problem it still shows the payment split and allocated against each invoice even if it did show the total payment it is not a statement with our letterhead - very unprofessional and how do we select which customers to print each month - ridiculous!.
I only have about 20 statements to send out every month let alone other businesses that have 100s to send out.
What we are wanting the statements to show on the statement the total payment the customer has made not show how the payment was split up against invoices. Like Jayne said the customer just wants to check what they have paid - not specifically which invoices it went against. Can this total not come from the batch total of the payment if paying for many invoices.
Would have thought this was a simple accounting practice for an accounting system
An error occurred while saving the comment Claire Taylor
commented
I totally agree the way it is printed now is very confusing for customers - they just want to see the total they have paid not what invoices it was allocated to
Claire Taylor
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39 votesClaire Taylor
supported this idea
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215 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
An error occurred while saving the comment Claire Taylor
commented
Thanks for the update
I realise there is a lot of work needed in the background that we dont see but put simply for me a tick box beside transactions like in bills and sales and to be able to select all the transactions with 'OK' is really what I would like to save time in the reconciliation....
An error occurred while saving the comment Claire Taylor
commented
A big time saver!
Claire Taylor
supported this idea
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86 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
An error occurred while saving the comment Claire Taylor
commented
This would be great for Trial Balance Report I use monthly and use general ledger numbers rather thank names - an option to choose would be great
Claire Taylor
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88 votesClaire Taylor
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155 votesClaire Taylor
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An error occurred while saving the comment Claire Taylor
commented
Also having headings on reports run to stay at top of screen esp when using categories and large Profit & Loss report
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677 votes
Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊
While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.
I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.
Claire Taylor
supported this idea
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Thank you - I can see that now.
But the overdue days are calculated on 'due date' not expected date.
Also having a total at the top for each 'expected date' like in bills would be a great tool for forecasting income.
So in reality having an 'expected date' is a waste of time as it does do anything to help us users