Settings and activity
5 results found
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354 votes
An error occurred while saving the comment An error occurred while saving the comment 
Lexi Chassiotis
commented
I really do not understand why Xero is ignoring this request by many of us. Every other accounting program I've ever worked with, credits can be worked with invoices all at once. I'm only with Xero because of my POS system in my shop. Otherwise I'd be elsewhere especially with the lack of response from Xero support
An error occurred while saving the comment Lexi Chassiotis
commented
Question for you all - is there another program like Xero, that does handle allocating credits in a supplier payment? Maybe we look at moving over to that one?
An error occurred while saving the comment Lexi Chassiotis
commented
Hi I'm asking that this feature be added. I'm one of many newsagencies using Xero and know that I'm not the only one that finds when we pay our suppliers, the time used to go through their statements, allocate each credit note individually at a time to an invoice in that statement, it's a lot of wasted time. It would be soooooo much easier to be able to tick multi invoices and credit note, do batch payment and pay rather than have to "clean up" the credit notes then do batch payment. Considering we can pay more than one invoice at a time, please I really plead you add this for credit notes. At the moment when asked by others if I recommend Xero this is one thing I always warn people.
Lexi Chassiotis
supported this idea
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80 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
An error occurred while saving the comment Lexi Chassiotis
commented
Hi I'd like to put my hand up for a toggle on Xero of auto send of receipts. Shouldn't be a yes or no situation, other programs have it where you can turn it on by customer and choose auto receipts or not.
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750 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
An error occurred while saving the comment Lexi Chassiotis
commented
Xero support - please listen and fix. Any other accounting program has this ability as they understand credits can come after.
An error occurred while saving the comment Lexi Chassiotis
commented
Question for you all - is there another program like Xero, that does handle allocating credits in a supplier payment? Maybe we look at moving over to that one?
Lexi Chassiotis
supported this idea
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An error occurred while saving the comment Lexi Chassiotis
commented
We've got 101 votes over on this thread which is essentially same thing. Can you all come add votes so we can get Xero to agree and do this please?!
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21 votes
An error occurred while saving the comment Lexi Chassiotis
commented
Yes please!!!! I need this, we have some big batch payments and like to know the breakdowns for each batch payment, into account code totals.
Lexi Chassiotis
supported this idea
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598 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Lexi Chassiotis
supported this idea
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Another month of going through supplier by supplier, allocating one credit note at a time to each supplier, to then be able to go and pay their monthly bill. This is sooooooo frustrating and slow!! Xero support, we really need you to look at this, it's a simple coding change!! So many other programs have done this for years, it's such a very backwards step to not be able to just click on every invoice and credit note and make one payment including all of them. Like others have said, most credit notes actually pertain to already paid invoices, so allocating them to now owing invoices makes no actual sense on any planet.