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5 results found

  1. Dashboard - List prepayments separately from "Awaiting payment" list

    11 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    James Simpson supported this idea  · 

  2. Sales | Batch Deposit in Foreign Currency

    66 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    James Simpson supported this idea  · 

  3. Batch payments - Ability to include credit notes

    826 votes

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    129 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…

    James Simpson supported this idea  · 

  4. GoCardless - GoCardless as a Bank Feed

    33 votes

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    submitted  ·  12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    James Simpson commented  · 

    Agreed!

    James Simpson supported this idea  · 

  5. Customer Statements - Include prepayments

    13 votes

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    5 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to jump in to provide a little clarity as there are 2 different points arising through this idea.

    Currently, customer prepayments will only be shown on a customer's Activity statement, not Outstanding statements.

    The way prepayments work in Xero, these only impact the Accounts receivable once it's applied to an invoice, therefore they don't impact the total of the statement balance.

    If you want to impact the total balance, you may want to consider entering these sort of payments as Overpayments in your account. You can read more on how this works in our Xero central article.

    To be open here, we don't have any short term plans for changing how these transaction types are treated in statements.

    James Simpson supported this idea  ·