Settings and activity
3 results found
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4 votes
Thanks for sharing this suggestion, Richard.
We appreciate you letting us know about the changes that matter to you. We've reviewed your idea for having documents attached to a bill automatically copy over to the final bill payment transaction. We can see how this would save a lot of time and remove the current double-handling of having to attach the same file again post-reconciliation.
This idea is now open to gain support from other members of the community. Along with votes, others can now comment to share more detail on how this improved workflow would help their experience with Xero. 🙂
An error occurred while saving the comment 
Beth Gray
supported this idea
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256 votes
Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.
In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.
With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.
Beth Gray
supported this idea
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An error occurred while saving the comment Beth Gray
commented
This is very important when dealing with parent and child businses organisations. Particularly when Parent pays the invoices for the child (sub) accouts. Efficency and streamlining the process. also ensuring accuracy on payment allocations.
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17 votesBeth Gray
supported this idea
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An error occurred while saving the comment Beth Gray
commented
Aged Receivables report - Include collector notes. Or even a "flag" to show there are notes in the background. (similar to the * expected date * which is on the "invoices owed to you" report)
But to allow free text.
To have a column in the aged receivables detailed report where you can add a brief note of most recent contact - to provide update when reviewing the clients
Curently we export the report into excel and make notes in excel (outside of xero).
this functionality would save double handling documentation. lets use the "touch it once" methodology. Why does XERO allow to add document to the "accrual" if not using when reconciling. Seems a bit silly and not an effective / productive use of time.