Settings and activity
8 results found
-
6 votes
Melissa Dawe
shared this idea
·
-
257 votesMelissa Dawe
supported this idea
·
-
8 votes
Hi Iain, having a quick search it appears that Coutts accept 2 file type formats, TXT and CSV.
It is currently possible to export a CSV file from batch payments - read more on Xero Central.
I've slightly adjusted the title of your idea here to request TXT format, however want to be open that we don't have plans for developing new file formats for batch payments at this time.
Melissa Dawe
supported this idea
·
An error occurred while saving the comment -
87 votesMelissa Dawe
supported this idea
·
-
53 votes
An error occurred while saving the comment 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
An error occurred while saving the comment Melissa Dawe
commented
This would also be ideal for quotes and any other invoice templates
-
26 votes
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.
An error occurred while saving the comment 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.
-
33 votes
-
46 votes
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!