Settings and activity
1210 results found
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15 votes
Freya Pieroz
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27 votesFreya Pieroz
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5 votesFreya Pieroz
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10 votesFreya Pieroz
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13 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.
An error occurred while saving the comment Freya Pieroz
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55 votesFreya Pieroz
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71 votesFreya Pieroz
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6 votes
Thanks for your idea, Lanie. Appreciate hearing how this would help you and the need in seeing the total.
We'll keep an eye on the interest from community in this. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Freya Pieroz
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10 votes
Hi everyone, we appreciate the interest this idea is receiving and will continue to watch the interest for this here however want to be open that this isn't something we have plans to develop into the newer Contacts page at present.
Freya Pieroz
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88 votesFreya Pieroz
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16 votesFreya Pieroz
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8 votesFreya Pieroz
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32 votesFreya Pieroz
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42 votesFreya Pieroz
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6 votesFreya Pieroz
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33 votesFreya Pieroz
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16 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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39 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
Freya Pieroz
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343 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
Freya Pieroz
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507 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
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.