Settings and activity
4 results found
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740 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Freshlink Finance
supported this idea
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237 votes
An error occurred while saving the comment Freshlink Finance
supported this idea
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639 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
An error occurred while saving the comment Freshlink Finance
commented
Would also be helpful for sending Remittances and also Payslips at a later date.
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39 votes
An error occurred while saving the comment Freshlink Finance
commented
It would be great to schedule remittance for future payments.
We schedule payments in advance and we would like to send remittances on the day the payment is made. Currently we either have to send remittances too early, or have to go back into Xero on the payment date to send remittances.
If there would be a function to pre-date and schedule when remittances are send out, this would make the workflow much more efficient and our life easier. Thank you Xero!
We are uploading invoices to Hubdoc, which then get processed as Invoice (AR) to a draft invoice in Xero. After approval we email the invoices in bulk to our customers and tick the box "Include files as attachments". The uploaded invoice file however is not included in the email. How do we fix this without needing to open each individual invoice and selecting "include with online invoices" in the files section in the invoice?