Settings and activity
6 results found
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57 votes
An error occurred while saving the comment 
Michelle Maurice
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154 votes
An error occurred while saving the comment Michelle Maurice
commented
Cash coding needs to be added to the starter plan at least for the Adviser role.
I literally hate putting any clients on the Starter plan because this cash coding is missing. I have told some clients to stick to the cashbook version and to do their invoices on excel. -
143 votesMichelle Maurice
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12 votes
Hi Simon, checking in on your idea here. Would this be to be able to view invoices that have been entered (like Find & Match) or to create invoices from cash coding?
Michelle Maurice
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148 votesMichelle Maurice
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An error occurred while saving the comment Michelle Maurice
commented
Yes add notes and reminders so when we log into a clients Xero we can see notes straight away that we might have added last time or a reminder to check something. I have been wanting this for ages.
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12 votes
An error occurred while saving the comment Michelle Maurice
commented
This is important now we work from home and we want to spread our working hours over weekends as well.
Michelle Maurice
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I want the batch deposit to show the customers bank account numbers so I can import that batch deposit for my accounts receivable to my bank so they can do my direct debits for my customers who want to pay via direct debit.
The same way we can do a batch payment for accounts payable. Should be able to do the same for accounts receiveable. I don't want to use go cardless or other ones the same as my bank can do it way cheaper.