Settings and activity
6 results found
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34 votes
Would possibly need to consider the # of communications individual contacts are receiving if you had unlimited reminders.
To get a sense of what our customers would be looking for - do you have a # of reminders in mind that would most suit your business, Ryan? 🙂
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Raewyne Paterson
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21 votesRaewyne Paterson
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An error occurred while saving the comment Raewyne Paterson
commented
Sometimes GST returns need to be filed using MYIR rather than xero because of various reasons e.g IRD wanted some documentation to support a GST return etc (be great if we could upload documents with our Xero GST). If we have to file using MYIR the xero return shows finalised and there is no way to mark it as filed with IRD so it just sits there under in progress when its not, It would be good to be able to mark it filed.
Also the new GST return is fine but when you export to excel and there are no formulas adding up the columns, minor problem but still could be better.
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6 votesRaewyne Paterson
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190 votesRaewyne Paterson
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An error occurred while saving the comment Raewyne Paterson
commented
Another purpose. Leases usually begin at the beginning of the month and are for that month. Currently we have to date an invoice the 20th of the month prior due 1st of the next month for that month lease so tenants receive the invoice before its due. Reports are incorrect showing the lease in e.g March when its for April lease. Yes could journal it out but when you have quite a few tenants it would get messy.
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6 votesRaewyne Paterson
supported this idea
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638 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Raewyne Paterson
commented
Hi there,
Our client receives many many small automatic payments which are recorded as overpayments until an invoice is done. (this is just required in their line of business)
If a refund is required all of those small overpayments need to be manually entered as you cant apply the bank debit to overpayments. It would be great to be able to bulk record cash refunds on overpayments/prepayments.
Cheers
Raewyne Paterson
supported this idea
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Agreed. And no response from Xero? We need more reminders. Sometimes you work on behalf of the client and its not up to us to collect the debt so if the reminders stop nothing is done. 5 is also far to minimal. Ideally it would be unlimited.