Settings and activity
26 results found
-
675 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Maria McAdam
supported this idea
·
-
178 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Maria McAdam
supported this idea
·
-
359 votes
Thanks for your continued engagement with us on this idea, everyone. We understand there are many different ways business work and conduct business with customers, and that you need more flexibility in the way you manage and receive payments for invoices with Xero. While pockets of research have been done in the past we’re getting a fresh lens and conducting a broader piece of discovery to deeply analyse and understand where our efforts could be focused in this space to alleviate existing hurdles in receiving payments for majority of Xero users. We’d like to open the invite to be a part of our teams research pool, where you’d get the chance to share more on the importance of managing payments for your business. This may involve being interviewed, or helping answer questions through short surveys or questionnaires.
✍️ If this is something you’d like to be a part of, please …
An error occurred while saving the comment -
30 votes
An error occurred while saving the comment Maria McAdam
commented
Increasing the placeholders available would allow customising the remittance email. Placeholder info available for remittance advices are limited to:
[Supplier Total], [Supplier Total Without Currency], [Contact Name], [Contact First Name], [Contact Last Name], [Currency Symbol], [Currency Code], [Trading Name].However placeholders in invoices include: [Amount Due], [Due Date], [Invoice Number], [Invoice Total], [Online Invoice Link], [Reference], [Amount Due Without Currency], [Invoice Total Without Currency], [Month], [Year], [Month Year], [Week], [Week Year], [Contact Name], [Contact First Name], [Contact Last Name], [Currency Symbol], [Currency Code], [Trading Name].
If supplier remittances could include Bill Number / Bill total or even Bill reference this would allow these fields for the Xero user to assist with clarity on remittance advices.
Maria McAdam
supported this idea
·
-
169 votesMaria McAdam
supported this idea
·
-
187 votesMaria McAdam
supported this idea
·
It's possible to record a part payment on an invoice through the invoice (but not through the bank reconciliation area). This can then be reconciled.