Settings and activity
6 results found
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7 votes
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Rob Allan
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3 votes
Hi Rob, if you click the Find & Match text above the right hand side of the match this'll pop open the Find & Match modal where you can quickly open the invoice in another tab to check it's details.
Is this what you were after?
Rob Allan
shared this idea
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2 votes
Hi Rob, appreciate raising the idea here. This could be a lot of information to show in one screen, especially if multiple transactions have been coded to a single statement line.
Being open it's not something we have planned however there are a couple of reports that you may find useful in Xero depending on your needs.
- Bank Reconciliation reports - specifically the Bank Statement & Statemernt exception reports will help paint a picture of the statement lines that have been imported and reconciled within a bank account, and any abnormalities through mark as reconciled, duplicates, and deletions.
- Account Transactions report - You can add a related account column which'll help understanding of where lines in a bank account have been coded to across your organisations accounts.
- Account Transactions tab of the bank account - As you've likely found the Account transactions tab is the best place to view and…
Rob Allan
shared this idea
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314 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
An error occurred while saving the comment Rob Allan
commented
We have customers who will end up with a number of invoices to be paid and would like to be able to pay them with a single transaction, rather than have to find the invoices and pay each one individually.
By putting a payment link for the outstanding total on the statement generated this would be a much better process than to have to go to Square and create a custom transaction that we then have to match in Xero.Rob Allan
supported this idea
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72 votes
An error occurred while saving the comment Rob Allan
commented
I agree with this. You could have a button saying "Send Receipt" or a pop up dialog - just the same as you do when making a payment.
This would improve workflow especially as we operate on negative inventoryRob Allan
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
334 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
Rob Allan
supported this idea
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An error occurred while saving the comment Rob Allan
commented
Just adding my 10c worth on this one. Either an automated send, a button to enable you to send or a pop up screen to send.
The workflow otherwise is not good as you cant easily see your "reconciliation history"
Have repeating invoices repeat for a number of cycles rather than a specific end date. So send out 10 monthly invoices not having to work out when the 10th might occur.