Settings and activity
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5 votes
Hi Matthew and Anthony, appreciate perhaps not as streamlined as you'd like here there is the ability to apply a prepayment to a bill.
In Xero, you would enter the bill to recognise the expense, payment itself would generally be recognised through the bank account when reconciling which is where you can create a prepayment and then apply the credit to the bill.
Alternatively, if you'd like to do this from the bills screen, you could use the create icon (+) in the top blue navigation and select Spend Money when redirected you'll want to switch the 'Spent as' to Prepayment from Direct Payment.
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Freya Pieroz
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13 votes
Hi there 👋Is there an ideal number that you'd be looking to add to a single contact?
Also surrounding the second part of your invoice here - With classic invoicing there is currently the ability to create invoices for a contact group. This isn't available in new invoicing as yet, but something the team are looking to develop.
Freya Pieroz
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6 votesFreya Pieroz
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49 votesFreya Pieroz
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58 votesFreya Pieroz
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4 votesFreya Pieroz
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5 votesFreya Pieroz
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10 votesFreya Pieroz
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79 votesFreya Pieroz
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11 votesFreya Pieroz
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6 votesFreya Pieroz
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33 votesFreya Pieroz
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22 votesFreya Pieroz
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3 votesFreya Pieroz
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14 votes
An error occurred while saving the comment Freya Pieroz
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It is... suboptimal... that I have to add up the total of the prepayments manually, or find a report that will show me the total only after several clicks.
As you can see from the screenshots I've attached, I can't even get the total my client has prepaid from the new bills page - I went looking when I realised I couldn't use the contact page to reconcile with the contact's statement! I need to reconcile this with the total that the entity they've prepaid (in this case, the tax office) says they've received and it's far, far too subject to typos and clerical errors!
Freya Pieroz
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30 votesFreya Pieroz
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312 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Freya Pieroz
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I'd really like to create a prepayment that I can upload as part of a batch payment. One of my clients has recently become a Large PAYG Withholder, which means that the tax office needs to be paid with every payrun and then those payments are reconciled when the BAS is done. At the moment, I have to do each payruns' PAYG payment manually, and risk typos and clerical errors every time.