Settings and activity
9 results found
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
515 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
Lynn Tan
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15 votes
Hi 👋 you can set up direct debit payment services with GoCardless which enables more seamless payment collection from your customers.
Being rather security conscious we don't have any plans for enabling export of this sort of information from Xero any time in the near future and you may want to explore other options like the GoCardless integration for now.
We'll keep an eye on the interest for this here.
Lynn Tan
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655 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Lynn Tan
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8 votesLynn Tan
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8 votes
Hi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money?
Lynn Tan
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34 votes
If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie?
There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here.
Lynn Tan
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207 votes
Hi everyone, thank you for your continued input and feedback through this idea. Since my last update as some may have seen we have announced a new plan Xero Simple designed to support non VAT registered sole traders and landlords, as they prepare for the next phase of Making Tax Digital. And, that MTD IT will be available for all Xero business plans - see more on my update here.
While we understand the desire from small businesses in Xero Tax for the UK, our intention is for this to remain a Partner only feature. We'd highly recommend connecting with a Xero adviser if this is a tool you'd like to make use of.
Lynn Tan
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96 votesLynn Tan
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218 votes
Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
Lynn Tan
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Should have the ability to export all bills attachment as a backup for Company. It is double work for the User to "Snap" photo using Xero app and yet, has to scan another copy to own email / drive to keep a record.