Settings and activity
4 results found
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263 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
Elspeth Twist
supported this idea
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23 votes
Hi everyone, thanks for keeping this conversation going and sharing your workflows. It has been awhile since this was raised, so we just wanted to refresh the status.
We understand you’re looking for payments in bank reconciliation to automatically match against the oldest outstanding invoices first, given that other details are relevant.
Having more control over the matching order could make payment allocation easier for businesses managing a high volume of invoices.
We’ll continue to track feedback and interest from the community for this idea, so please share your suggestion and use case for this feature.
An error occurred while saving the comment Elspeth Twist
supported this idea
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8 votes
Hi team, we appreciate interest in being able to report on invoices related to quotes and vice versa. This isn't something we have immediate plans of but are continuing to keep a close eye on the feedback and support here.
We'll share if there are any updates.
An error occurred while saving the comment Elspeth Twist
commented
Have a Report that shows all Quotes that have been accepted, but not invoiced. That shows any part invoices that have been raised. We frequently invoice a % upfront, % mid project and then % at the end.
Elspeth Twist
supported this idea
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215 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
Elspeth Twist
supported this idea
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Why is Xero's suggestion for monies received not the oldest customer invoice.
If I have a customer that I have raised two invoices for, for the same amount. Why does Xero not 'suggest' the oldest invoice in the reconciliation screen?