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6 results found

  1. Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'

    99 votes

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    submitted  ·  13 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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  2. Invoices - Permanently delete invoices.

    189 votes

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    submitted  ·  29 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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  3. Customer Statement - Send an overdue invoice statement

    327 votes

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    52 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.

    We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.

    We'll be sure to share further updates on this with you all, here.

  4. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    637 votes

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    46 comments  ·  Security & support » Billing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

    To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

    This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

    When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.

  5. Customer Statements - Ageing (30, 60, 90days)

    459 votes

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    165 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

  6. Customer statements - Export to Excel

    209 votes

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    submitted  ·  58 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Patrick Malloch commented  · 

    We really need this function asap, please. Thanks