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  1. Branding - Custom DOCX template for Remittance Advices

    301 votes

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    136 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.

    Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.

    As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.

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    Joe Kerslake commented  · 

    A very worthwhile feature still missing out. All other platforms of accountancy software have this functionality so why doesn't xero?

    Joe Kerslake supported this idea  · 

  2. Reporting - View payment reference and date paid

    18 votes

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    submitted  ·  7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Joe Kerslake commented  · 

    I vouch for this. We require a tracking facility from one management program into Xero which tracks "Payment received date". I logged a ticket CX0013031493 with support and was advised that "Payment Received Date" or something of that nature is not a field currently available. However it's clear that this information is indeed tracked within Xero as you can go into the paid invoices and it shows "Paid on XX/XX/***" in the section below.

    Many small businesses including myself need to be able to track payment received dates so bonuses/dividends can be worked out.

    Thanks,

    Joe Kerslake supported this idea  ·