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  1. 32 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  · 
  2. 52 votes

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    Craig Lambie supported this idea  · 
  3. 130 votes

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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  · 
  4. 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  · 
  5. 5 votes

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    Craig Lambie supported this idea  · 
  6. 7 votes

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    Craig Lambie supported this idea  ·