Settings and activity
8 results found
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65 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 
Jaspreet Lally
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111 votesJaspreet Lally
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1,435 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Jaspreet Lally
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69 votesJaspreet Lally
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47 votes
An error occurred while saving the comment Jaspreet Lally
commented
We have numerous charity clients who use the Funds function in Sage and the lack of similar functionality in Xero is preventing those clients from migrating softwares. The workaround for using tracking categories is not ideal and please bring in additional functionality which would work for charities.
Jaspreet Lally
supported this idea
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410 votes
Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.
We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.
Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;
- Edit the invoice to apply a discount directly
- Edit the invoice to add a negative line that directly draws down the total amount of the invoice
- Apply a credit to the invoice for the portion of the discount
We'd recommend connecting with your Xero advisor…
An error occurred while saving the comment Jaspreet Lally
commented
A client who has just migrated from SAGE L50 has requested this feature.
Jaspreet Lally
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54 votesJaspreet Lally
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14 votesJaspreet Lally
shared this idea
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Rather than have to click into each payment can there be the functionality to be able to bulk select the relevant payments and click send remittances.