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2 votes
Penny Rowden
shared this idea
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768 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
An error occurred while saving the comment Penny Rowden
supported this idea
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6 votes
An error occurred while saving the comment Penny Rowden
commented
I've just found out to my horror that there is no facility in Xero Tax to restrict access to our own personal tax returns as owners of our accountancy firm. We've just got rid of IRIS to go all in with Xero Tax and find that we can't even do our own personal tax returns on Xero Tax because our team will be able to access them. How crazy is that? Please could this be addressed as a matter of urgency? Surely we should be able to password protect them?
Penny Rowden
supported this idea
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10 votesPenny Rowden
shared this idea
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38 votes
An error occurred while saving the comment Penny Rowden
commented
This would be so helpful. eg we have GoCardless invoice and email templates which we've set as the default. However, for those clients who need a different invoice template, every time we send out an invoice, the team have to ensure that they choose a different email template. An unnecessary friction!
If it isn't possible to link the two together, how about at least being able to set a default email template on the customer record in the same way that you can choose the branding theme?
Penny Rowden
supported this idea
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37 votes
An error occurred while saving the comment Penny Rowden
commented
We have had a client kick back re the detailed P&L in the Xero Tax accounts as it lists every relevant account as in the COA and can be meaningless without groupings. Please could we have the ability to format the detailed P&L to suit the client rather than it being just a random collection of income and expenses as they might appear in the TB.
He wants us to go back to IRIS where obviously the income and expenses could be posted to meaningful account headings.
Penny Rowden
supported this idea
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48 votesPenny Rowden
supported this idea
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An error occurred while saving the comment Penny Rowden
commented
I'd like to support this as the button colours are coming out green for me which makes it look as if I'm using Sage or QBO!!! Not the look I want to go for! I would love to use our brand colours but Xero blue is fine too for me. Just please not green!!!!
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153 votes
An error occurred while saving the comment Penny Rowden
commented
We've just had this request from a client whose customer wants to partially pay an invoice. Obviously, the same would apply to all integrated payment services for customers paying online. Eg Crezco etc.
Penny Rowden
supported this idea
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This was a massive issue for a client we were trying to move across from Sage as in Sage, he could select credits along with invoices when making batch payments whereas this is very tedious in Xero and a barrier to the larger businesses. With all the work being done on improving bulk payments and the focus on encouraging faster payments to improve cashflow across SMEs, surely this should be a priority?
I very much welcome that this is being looked at as part of the bank rec matching as again this is very tedious when a payment can't immediately be matched due to credit notes being involved. However, it will then be even more frustrating if the credit notes can't be picked up as part of a bulk payment!!