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  1. 107 votes

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    Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.

    For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.

    An error occurred while saving the comment
    Katja Curtis commented  · 

    This is important in order to be able to import pre-payments from customers prior to conversion date. Currently I need to process these pre-payments manually in order for my Accounts Receivable conversion balance to be correct!

    Katja Curtis supported this idea  · 
  2. 14 votes

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    Katja Curtis shared this idea  · 
  3. 205 votes

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    Katja Curtis commented  · 

    I would like to be able to automatically generate and send an invoice to the customer prior to the Invoice Date, such that it is received and can be paid upon receipt (as the Due Date is the same as the Invoice Date).

    I do not want to change the Invoice Date as the transactions should report in the month that they apply to.

    Katja Curtis supported this idea  ·