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  1. 142 votes

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    Craig Lambie commented  · 

    You could do this with a zapier zap.

    1. Setup a stripe payment link page.
    2. Create a field called reference.
    Then go to zapier
    3. Create a zap
    4. Trigger is a new stripe payment
    5. Use search function to find invoice from reference from the custom field
    6. Create a payment against the found invoice

    Is a bit problematic, as invoice ref would not be validated, so prone to errors matching.
    But probably low numbers of failures.
    Use the precreated template
    https://zapier.com/apps/stripe/integrations/xero/1308434/create-new-xero-payments-for-each-stripe-payment-received

    Alt would be to forget xero as biller and use some dedicated billing system like shopify, wordpress checkout feature.
    Then just create an invoice after the sale.
    Or use a plugin like https://wordpress.com/plugins/woocommerce-xero

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    Craig Lambie commented  · 

    Repeating my workaround again from Feb 2. Hasn't changed.

    I have a workaround that I have implemented this with a few suppliers now.

    Ask the supplier to go into Stripe and create a buy button link
    https://stripe.com/gb/payments/payment-links

    Then they can create a reference field "Invoice Number"
    You can pay any amount you like against the invoice

    Requires a manual linking of the payment to the invoice, which is sad - but you could create a bit of automation to do that if you really wanted. Zapier could probably do it. I don't have enough to worry about it tbh.
    But if you have a lot, you could:
    Trigger: Payment in Stripe
    Action: Find Invoice (using Stripe text field)
    Action: Take invoice ID and create Payment

    I created a template, just for fun here
    https://zapier.com/shared/f5a28143498c8418ace7fd80d2724cd6ff7f764d

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    Craig Lambie commented  · 

    I have a workaround that I have implemented this with a few suppliers now.

    Ask the supplier to go into Stripe and create a buy button link
    https://stripe.com/gb/payments/payment-links

    Then they can create a reference field "Invoice Number"
    You can pay any amount you like against the invoice

    Requires a manual linking of the payment to the invoice, which is sad - but you could create a bit of automation to do that if you really wanted. Zapier could probably do it. I don't have enough to worry about it tbh.
    But if you have a lot, you could:
    Trigger: Payment in Stripe
    Action: Find Invoice (using Stripe text field)
    Action: Take invoice ID and create Payment

    I created a template, just for fun here
    https://zapier.com/shared/f5a28143498c8418ace7fd80d2724cd6ff7f764d

    Craig Lambie supported this idea  · 
  2. 79 votes

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    Craig Lambie commented  · 

    I totally agree on this.

    You could open 4 easily if you have 2 browsers with incognito - but it is annoying having to login, and 2FA in incognito all the time!

    In addition to that, it would fix this problem I have with a link export:

    I put bills into a "todo" via Zapier when they are added to Xero.
    There is a link to the bill in Xero.
    The links should include organisation reference - so when I click the link and login, it takes me to the correct organisation.
    In Google they handle multiple account logins with a /u/1 or /u/2 in the URL. Why you don't allow this too? I often need to be in 2 files at once - so would be helpful in general, let alone clicking to look at a specific bill from an external URL when not logged in.
    The error you get is "bill doesn't exist" which is not true, it is just that you are not in the right organisation.
    A link example
    Link: https://go.xero.com/AccountsPayable/View.aspx?InvoiceID=####
    Needs to be something like this
    Link: https://go.xero.com/AccountsPayable/View.aspx?InvoiceID=####&Org=###

    Craig Lambie supported this idea  · 
  3. 4 votes

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    Craig Lambie supported this idea  · 
  4. 42 votes

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    Craig Lambie commented  · 

    I just asked Stripe to implement this. If you want it and use Stripe already (like I do) then maybe jump on their website and post the idea to them.
    The more of us that do that, the more likely they are to push Xero to implement it, or create a workaround that we can use - like a Custom URL implenentation.
    https://central.xero.com/s/article/Custom-URL

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    Craig Lambie commented  · 

    The competition that stripe will provide will ensure we are not ripped off my gocardless too.
    The benefits of stripe are endless, convenience (same login for cc and dd) and ease of use being my top

    Craig Lambie supported this idea  · 
  5. 56 votes

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    Craig Lambie supported this idea  · 
  6. 6 votes

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    Hi everyone, while not a direct solve for the idea here we wanted to share a recent release that improves customers ability to confirm their bank balances using the new Bank Reconciliation Summary report.

    With the new report you'll now find you can enter a Bank statement ending balance. This means where an imported statement balance has not imported, or doesn't match your actual bank statement balance you can now enter an amount and update the report. Xero will then calculate the balance out by based on the amount you've entered in this field.

    Currently this is still on a bank by bank run report, you can switch between banks you have in your organisation from the Bank account field.

    If there are any plans to develop a view across all banks at once we'll let you know here.

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    Craig Lambie commented  · 

    I have also asked for this feature from support.
    In the UK there is this thing called "Open Banking" and there are a number of "money management" softwares that allow you to see the balance of all of your accounts on the date you are looking at the app.

    This is essentially what Laurinda is asking for.
    To know what the balance is
    Attached is a screen shot from the Emma app, UK only. A useful tool to view most of your accounts.

    I am sure that Tink, that provides Xero with bank feeds, would be able to provide this information, it would then be MUCH easier to identify where a statement line was missing.
    ie. Bank Rec report shows that between x date and y date the balance got out of whack from the bank balance reported.
    Then you would only have to go find that PDF to figure it out, not every statement, every month.

    This is a massive time saver, so I do hope that Xero implement, as it wouldn't take much more than they already are doing to report on it.

    Craig Lambie supported this idea  · 
  7. 5 votes

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    Craig Lambie supported this idea  · 
  8. 7 votes

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    Craig Lambie supported this idea  ·