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  1. Branding - Custom DOCX template for Remittance Advices

    274 votes

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    126 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Middleton (Admin, Xero) responded

    Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.

    We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.


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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  ·  6 comments  ·  For small businesses » Accounting features  ·  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  ·