Settings and activity
4 results found
-
1,296 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
An error occurred while saving the comment An error occurred while saving the comment 
Sarah Hands
commented
@gemma, it sure was, took me less than 6 minutes!
An error occurred while saving the comment Sarah Hands
commented
I was able to program this button by copying Alex's narrative and sharing the screenshots with Claude AI, who wrote me a script and added the function into a chrome extension...huge thank you to Alex Lacota for the info, this will make such a difference to us!
Sarah Hands
supported this idea
·
-
68 votes
An error occurred while saving the comment Sarah Hands
commented
I completely agree, this is a basic function of any sales ledger and should be available. Xero, please listen!
Sarah Hands
supported this idea
·
-
55 votes
Hi team, we'd like to provide an update here as there is work underway that will help met the requests here.
Right now, our team are developing a feature that helps you get paid without you needing to step in.
Once released you'll be able to turn this on for preferred contacts. JAX will monitor and build a personalised plan to chase customers at the right moment. This means some customers will receive a consolidated statement as asked here, meaning they aren't receiving multiple emails at once.
Sign up and register your interest now 🙂 I'll come back to share as this feature goes live.
An error occurred while saving the comment Sarah Hands
commented
This is a business critical item for us as well. We have clients who receive 30-40 invoices at month end and it would be great to include a statement with a single stripe link to pay their account, presently they have to be sent individual invoices with payment links on each, very very time consuming for our customers and us!
Sarah Hands
supported this idea
·
-
489 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Sarah Hands
supported this idea
·
I literally just copied this text into a Claude AI chat screen "create a working Chrome-based browser extension to flag invoices for non-payment in Xero, using the attached screenshots as a reference on how I want it to look" I uploaded the screenshots into the chat and et voila, it created the script, and told me how to upload it into Chrome as an extension