Settings and activity
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104 votes
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Craig Lambie
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5 votes
An error occurred while saving the comment Craig Lambie
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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
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24 votes
An error occurred while saving the comment Craig Lambie
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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 topCraig Lambie
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5 votesCraig Lambie
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5 votesCraig Lambie
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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