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5 results found

  1. Contacts - Set default settings when adding new contacts

    14 votes

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    submitted  ·  2 comments  ·  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

    4 votes

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    2 comments  ·  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  ·  6 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

    741 votes

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    93 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

    We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

    As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…

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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

    313 votes

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    13 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  ·