Settings and activity
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6 votes
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Valves R Us
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404 votes
Hi everyone! It's been great to see the appetite from many of our community here, eager to get your hands on Pay now for statements. 😊
We wanted to pop back in to confirm that this form is now closed. If you were eligible for the early release, you'll be notified in Xero from 19 August when roll out commences.
Don't worry if you didn't quite make it into this first pool, we'll be widening the drop of this great new feature over the next few weeks.
I'll keep you looped in on further updates here.
Valves R Us
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An error occurred while saving the comment Valves R Us
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This has been outstanding for the 3 years we have owned our business. There is no way to easily pass on credit card surcharges unless we get the customer to call the warehouse and do a MOTO payment or they pay each invoice (really this is not acceptable). It is not possible to get the surcharge on a Stripe payment link. Please..can you enable this the same way as for invoices and prioritise being able to make statement payments through Stripe or other payment gateways?
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Agree, there is too much clicking and typing for what is generally only a few cents. Ideally, you match transactions then in the Adjustments dropdown you select Bank fee or Minor adjustment and the variance between the bank statement amount and total of matched transactions defaults.
!!Even better!! would be to have a default Adjustment option for each bank account as normally depending on the bank/payment service feeding into Xero you want the same transaction type. Eg for the Stripe or PayPal payment feeds from the webstore, it is Minor adjutment transaction 99% if the time.
On most other bank accounts I would want Bank fee to default.
This would make Bank reconciliation 'beautiful' and make me believe your vision.