Settings and activity
8 results found
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88 votes
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Tanja Scaber
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18 votes
An error occurred while saving the comment Tanja Scaber
commented
Need the ability to create batch deposits from multiple customers without having to create individual invoices for each receipt. Currently, the batch deposit only works if customer invoices exist, and the receive money function only allows receipts to be recorded from one customer. When receiving funds from multiple sources that do not have associated invoices, it is time-consuming and inefficient to have to create invoices just to be able to process a batch deposit. As funds are deposited to the bank in a batch (for example, via EFT), we need the ability to post a batch deposit to easily reconcile the bank account and not have to manually select each individual receipt that makes up the batch deposit, and need to be able to do this without generating invoices.
Tanja Scaber
supported this idea
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100 votes
Hi community,
I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.
However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.
This idea is on our radar though, and as we work through the priority list, it…
Tanja Scaber
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5 votesTanja Scaber
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51 votesTanja Scaber
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8 votesTanja Scaber
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295 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
Tanja Scaber
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481 votesTanja Scaber
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This is critical for organizations that operate and manage more than one legal entity or separate data files. The current process is cumbersome and time-consuming.