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  1. 270 votes

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    Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.

    We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.


    Melissa Dawe supported this idea  · 
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    Melissa Dawe commented  · 

    We need to customize the remittance advice template to show both the Invoice # and Reference Number showing on our remittances, however currently it only shows the reference number. Our vendors cannot reconcile their books against the remittances we send because we are required to use reference numbers that are driven by our customers (insurance carriers are rigid), and we need use those same reference numbers on the vendor bills. We do use our vendor ref in the invoice number field, but that doesn't print on the remittance.

  2. 8 votes

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    Melissa Dawe commented  · 

    Hi Kelly,

    Yes, Xero can export a CSV. The main problem with it, is that it groups the routing number and account number into 1 field (despite being in 2 fields in Xero), and drops off leading zero's from the routing and account either on export or when you split the bank data into 2 columns.

    So there's a lot of manual fiddling with bank account numbers required before you can upload it. Obviously that's both inefficient and prone to human error and fraud.

    The Aus Xero software creates the ABA file beautifully. The US equivalent is a NACHA file, which Xero needs to develop for the US software to prevent the problems above. I'm sure there's another equivalent for UK banks too.

    Melissa Dawe supported this idea  · 
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    Melissa Dawe commented  · 

    The issue that I see, no matter which US Bank we use, is that the CSV file export from Xero does not split the routing and account in two columns. All banks require this split it seems. along with having some other fields (customizable would be ideal). I imagine it wouldn't be too much to dev on Xero's end.
    More importantly, an export from Xero in Nacha file format (txt) would be the main thing we all need. Given the Aus version of Xero already has this equivalent in an ABA file, I can't see that a NACHA file would be that hard to dev out on the US side for Xero either. But then, I am no developer!

  3. 247 votes

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    Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.

    To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.

    Melissa Dawe supported this idea  · 
  4. 205 votes

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    Melissa Dawe supported this idea  · 
  5. 18 votes

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    Melissa Dawe shared this idea  · 
  6. 48 votes

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    Hi team, we're developing more ways to pay with Stripe!

    Soon you'll have the option to offer Afterpay as a payment method to your customers which we know is important to all of you who've voted on this idea.

    I'll round back to confirm when it's live and more detail of how to do this. 🙂

    Melissa Dawe supported this idea  · 
  7. 8 votes

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    Melissa Dawe supported this idea  · 
  8. 8 votes

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    Melissa Dawe supported this idea  · 
  9. 173 votes

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    Melissa Dawe supported this idea  · 
  10. 14 votes

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    Melissa Dawe shared this idea  · 
  11. 485 votes

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    Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.

    Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.

    We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.

    Melissa Dawe supported this idea  · 
  12. 91 votes

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    Melissa Dawe supported this idea  · 
  13. 74 votes

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    Hi everyone, appreciate and why you'd like to rename files. Our teams are aware of the interest in this and will consider for future enhancements, however we want to upfront that there are no immediate plans just yet. If there is any progress around this we will be sure to share with you on the idea, here.

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    Melissa Dawe commented  · 

    We'd like the PDF generated filename of a quote (or any invoicing template) to be customizable, e.g. instead of "Quote - QU-001", we need the "Quote" or "Invoice" or any other template part to be called what we'd like. Can this be done?

    We have customized our quote templates to be called "Invoice Estimates" instead of quotes (we are in the insurance industry and need customers to pay us on Invoice Estimate initially. We have also changed the automatic prefix on them to be IE instead of QU and changed the wording in the automated Xero email when sending them out. However, the PDF attachment still comes out as "Quote - IE-001", and we want it to say "Invoice Estimate - IE-001".

    I see some discussion around this customizable need here in Xero community, but it doesn't seem to have been addressed: https://central.xero.com/s/question/0D53m00005SiOQJCA3/can-i-change-the-invoice-file-name

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    Melissa Dawe commented  · 

    This would also be ideal for quotes and any other invoice templates

  14. 41 votes

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    Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible

    alternative where you could send the prepayment transaction to your customer.

    Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.

    • Change the 'Approved Invoice title' field to Receipt.
    • Deselect the Show unit price and quantity columns.
    • Deselect the tax column.
    • Deselect the Show payment advice cut-away

    We'll continue to stay tuned to the idea here, and let you know if there's change.

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    Melissa Dawe commented  · 

    We have the same process as Karen Matthews below and also need to send remittances. In addition, we also refund overpayments often, and need to send remittances from the overpayments screen once refunds are entered there.

  15. 45 votes

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  16. 100 votes

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    Hi community,

    I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.

    However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.

    This idea is on our radar though, and as we work through the priority list, it…

  17. 67 votes

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    Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.

    While this is something we'll continue to review we want to be open that this is not planned in the short term.

    In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.

    If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.