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5 results found

  1. Contacts - Set default settings when adding new contacts

    9 votes

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    submitted  ·  1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    Elizabeth Arnott commented  · 

    Also a default group would be handy

    Elizabeth Arnott supported this idea  · 

  2. Batch Deposit - Reference to pull through to bank reconciliation

    3 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Elizabeth Arnott shared this idea  · 

  3. Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'

    87 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Elizabeth Arnott commented  · 

    This is crucial as when reconciling I have no idea which company has paid as the batch reference is also not pulled through. Also when searching by customer name to match amounts, these entries do not appear

    Elizabeth Arnott supported this idea  · 

  4. Batch payments - Ability to include credit notes

    543 votes

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    submitted  ·  54 comments  ·  For small businesses » Business features  ·  Admin →
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    Elizabeth Arnott commented  · 

    Really helpful where overpayments are being refunded

    Elizabeth Arnott supported this idea  · 

  5. Batch Payments - Ability to 'split' when reconciling

    283 votes

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    12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
    Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!

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    Elizabeth Arnott commented  · 

    It would be great not to have to unpick a whole batch and re-enter just because one entry is incorrect

    Elizabeth Arnott supported this idea  ·