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4 results found

  1. Overpayments - Email/Print

    60 votes

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    submitted  ·  23 comments  ·  For small businesses » Business features  ·  Admin →
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    Beth Clarke commented  · 

    If we make a batch payment from our trust account to our working account for client fees I will send the clients a receipt. In some instances one of these client amounts will be an overpayment (as they have already paid their invoice) and once allocated to overpayments I loose the ability for the whole batch to send a receipt. Please add the functionality for sending overpayment receipts.

    Beth Clarke supported this idea  · 

  2. XPM - Client report including connected Xero organisation

    21 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Beth Clarke shared this idea  · 

  3. Xero Analytics Plus | STCF - Options to export

    46 votes

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    23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Beth Clarke commented  · 

    I am loving the Business snapshot report, I would love to include it in our monthly report pack BUT when I print the quality is poor. Can we please look at adding an option to export to PDF like the other reports?

    Beth Clarke supported this idea  · 

  4. Invoices/Bills - Feature to 'write off' as bad debt

    650 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Beth Clarke supported this idea  ·