Settings and activity
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7 votes
Hi Jessica, it'd take some customisation of the Statement advanced docx. template but it is possible to remove fields from showing that may cause confusion or are unnecessary for your customers.
You could look at removing the 'PaidAmount' field if this is not required and just keep the 'Balance' and 'Amount' fields.
There's a discussion over in Xero Central where there are others in community who often help with making changes ti advanced templates and maybe of help here.
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Scotty Jenkin
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12 votesScotty Jenkin
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8 votesScotty Jenkin
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10 votesScotty Jenkin
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An error occurred while saving the comment Scotty Jenkin
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Totally Agree that this needs to be an easier way to update the client code in the "MyXero" screen especially for firms moving onto XPM and want to have the ability to bring in their Xero Changes based on a code that we can assign. Normally a job number against these works best so we can import the Xero charges directly into the relevant jobs in XPM. For large firms this is a massive pain point to manually load these in.
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9 votesScotty Jenkin
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292 votesScotty Jenkin
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I also have this issue for a client who charges an admin fee on the account each month and so when they reconcile and choose the admin fees the payment received is split out into many lines unless we reconcile the payment as an overpayment and then allocate the overpayment against the invoices we want to (normally the small admin fee invoices and any late fees chanrged) with the remaining amount off the main invoices. Screenshot attached showing two examples. The top three payments were reconciled as overpayments but applied to many invoices and the payment recived on 6 Mar 24 was for $100.00 and not done as an overpayment but reconciled via Find and Match which has split the payment across three invoices where we want only one payment on the statement to be shown.
Based on my client who receives between 60-120 payments on a daily basis to do the overpayment way on each of these is very time consuming and we need a better way to show just the one payment amount on the invoice.