Settings and activity
4 results found
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13 votes
Hi, thanks for sharing this idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
Simon Bonelle
shared this idea
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137 votes
Hi everyone, thanks for your feedback on automatic remittance sending.
We understand the efficiencies this could provide to your workflows and it's something our product team have reviewed and are interested in developing, however we do not have this work planned just yet. We’ll let you know here if there’s any more news about this in our future roadmap.
An error occurred while saving the comment -
66 votes
Hi community, thanks for sharing your thoughts on being able to send remittance advice in bulk from the Account Transactions screen. We appreciate you explaining how this could help simplify payment workflows.
We’ve reviewed this idea and agree it’s a valuable one. It’s not something on the current roadmap right now, but it’s an area the team would like to explore in the future.
In the meantime, we’d love to hear more about how this would help in your day-to-day work. The more examples and votes we have, the better we can understand what matters most when we start looking into it. Thanks again for all your input and continued feedback!
An error occurred while saving the comment Simon Bonelle
commented
I am desparate for this feature to be added please !!
When I do a payment run I have to do about 3 or 4 clicks per payment instead of being able to just select the checkbox next to the statement line and then click oone button to send them all in one go.
Please make this a priority !!
Simon Bonelle
supported this idea
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31 votes
Thanks for raising this with us! I’m happy to say you can already do this 🙂 using billable expenses for recharge or on-charge workflows.
When entering a bill, you can use Assign expenses to a customer or project and select the customer for the relevant line items. Those costs are then recorded as billable expenses that you can recover from that customer later.
When you then create an invoice for that same customer, Xero gives you the option to add those billable expenses to the invoice. You can add them either as one line item total or as separate line items before approving the invoice.
So for examples like recharging a parking fine or other customer costs, billable expenses may already support the workflow you’re looking for. The main difference is that this doesn’t copy the full bill directly into a draft invoice. Instead, it lets you assign the relevant…
An error occurred while saving the comment Simon Bonelle
commented
This would also be a useful feature for us too; we have a property company and we have to invoice certain bills for disbursements on to the tenant at cost so to be able to copy a long and detailed bill straight to an invoice would be brilliant for us, a real time saver.
Agree this should be a standard, basic feature on any serious accounting package now.
How about a pop up that appears once the payment is reconciled with two options, both of which can be invoked, i.e. not either / or but either / and.
1) Send Remittance Advice
2) Send final VAT invoice (e.g. when the first one was a Pro-Forma).