Settings and activity
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103 votes
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.
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Katja Curtis
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14 votesKatja Curtis
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204 votes
An error occurred while saving the comment Katja Curtis
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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
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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!