Settings and activity
9 results found
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78 votes
James Halk
supported this idea
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259 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
James Halk
supported this idea
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140 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
James Halk
supported this idea
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246 votesJames Halk
supported this idea
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460 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
James Halk
supported this idea
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261 votesJames Halk
supported this idea
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403 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
James Halk
supported this idea
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927 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
James Halk
supported this idea
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15 votesJames Halk
supported this idea
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An error occurred while saving the comment
RFQ - Request for quotation.
I would like to send RFQ's to vendors through Xero, similar to how the Purchase Orders work.
The workflow would be:
Create RFQ. Looks just like the PO creation interface. Select or enter your items, send off to multiple vendors.
Send the RFQ to multiple vendors.
Some features to receive/record quotations on the product(s) which would create a record in products and services interface. I can see historical billing on products we issue PO's for and receive bills for. It would be nice to see historical RFQ's as well.
Create PO from an RFQ.
Create Bill from PO - just like usual.