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460 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Vikas Deshwal
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5 votesVikas Deshwal
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45 votesVikas Deshwal
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9 votes
Hi Alex, with a recent change we've made to the Contacts record you could upload and save a Suppliers statement as a file directly to the contacts record in Xero. Does this accomplish what you're asking here? You'll also find within a contacts record that you can add notes within the details when editing a contact which are visible on the right of the contacts record once saved.
Vikas Deshwal
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31 votesVikas Deshwal
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11 votesVikas Deshwal
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192 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Vikas Deshwal
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7 votesVikas Deshwal
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55 votes
Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
Vikas Deshwal
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16 votesVikas Deshwal
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30 votesVikas Deshwal
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45 votesVikas Deshwal
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73 votesVikas Deshwal
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39 votesVikas Deshwal
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61 votesVikas Deshwal
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66 votesVikas Deshwal
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34 votesVikas Deshwal
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261 votesVikas Deshwal
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90 votesVikas Deshwal
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80 votesVikas Deshwal
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