Settings and activity
4 results found
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33 votes
Kate Clement
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4 votes
Hi Kate, not sure I understand your ask here - is this within the Profit & Loss report, or is there another report you're running that you want to link back to the Profit & Loss report that is currently grouped on a weekly basis?
Kate Clement
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
300 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
Kate Clement
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An error occurred while saving the comment -
62 votes
Hey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀
If there's any change we will let you know on the thread. Thanks
An error occurred while saving the comment Kate Clement
commented
Come on Xero, this needs to happen!
I have seen this request dating back as far as 2012. We have several departments (sales, servicing and instals) all invoicing the same customer.
A customer may still have a balance outstanding on our instals department and then call the office for a callout/service.
It is no good putting ON STOP next to their name as the call out would have already taken place. it does not make sense to check every customer prior to see whether their account is on stop or not.please please pelase look at getting this incorporated asap!
always being asked whether payment has been received. Sometimes circa 30 emails per week. This is a must for it to be automated once reconciled.