Settings and activity
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32 votes
Scotty Jenkin
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8 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.
An error occurred while saving the comment Scotty 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.
Scotty Jenkin
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12 votesScotty Jenkin
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9 votesScotty Jenkin
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11 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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350 votesScotty Jenkin
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Another Practice Implementation Partner here.
Currently with no real way to match the Connected Xero Org apart from Name where the name is normally different this is a massive headache to try and manually match names up where the connected Xero org differs to the PM name about to come into XPM. This lows down the conversion for firms wanting to do a quick migration onto XPM. If we do not spend the time matching the current connected Xero orgs to the data about to import then 100s and in most cases 1000s of duplicate clients then end up in XPM which the firm needs to manually sort in HQ. This gives them a database on go-live day with so much dirty data to deal with and extra workload to sort when trying to learn a new system. Having the ability to report on the Connected Xero Organisation is a much needed report field not only for this but for general reporting on what Xero Org names relate to the actual client name in XPM.