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26 results found
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1,021 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Heather Barclay
supported this idea
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762 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Heather Barclay
supported this idea
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14 votes
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13 votes
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296 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Heather Barclay
supported this idea
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564 votes
At present, the only way to allocate a credit note or overpayment is by opening the CN/OP, then selecting an invoice from the list that appears. When there are a lot of credit notes or overpayments from a particular supplier, mostly for small amounts, this is very cumbersome and time consuming. It would be helpful to add an additional method of allocation by opening an invoice, selecting a newly addded option to "use CN/OP" then allocate all credits or overpayments on the list that apply to that invoice. I have a client with a supplier who demands he pay upfront for his orders, then periodically allocates the credits and overpayments against an order which can be hundreds of pounds. This can mean opening up to thirty or forty overpayments and credits to clear the invoice. Being able to work directly from the invoice would save a lot of time.