Settings and activity
7 results found
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2 votes
Good to know you're aware of how you can get a view of your credit notes for now. This isn't something we have direct plans for at this stage, but we'll track the interest from community here and share if there's any progress.
Gemma te Brake
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4 votesGemma te Brake
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3 votesGemma te Brake
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40 votes
Hi team, we wanted to share an update as we have released Smart Document Capture that can analyse and help auto create transactions(including bills) from the files inbox. Along with the upload bills feature mentioned in my last update, these tools can help reduce the manual data entry for you, saving you valuable time.
Right now, we're currently working on a redesign of the individual bill View and Edit pages, that'll have the ability to add a Planned date directly on the page. When released, if manually entering a bill from scratch, once you add a contact all you'll need to do is click Save to update the page where the option to add a planned date will be available.
I'll come back to share when these pages are released.
Gemma te Brake
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15 votes
Hi 👋 you can set up direct debit payment services with GoCardless which enables more seamless payment collection from your customers.Â
Being rather security conscious we don't have any plans for enabling export of this sort of information from Xero any time in the near future and you may want to explore other options like the GoCardless  integration for now.Â
We'll keep an eye on the interest for this here.Â
An error occurred while saving the comment Gemma te Brake
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46 votesGemma te Brake
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10 votesGemma te Brake
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After reading the customer reviews on GoCardless, I wouldn't touch that app with a 10ft pole!
The ability to export an ABA file for direct debiting customers would save hours if not days of manual work each month. As a small business that direct debits from approx 300 customers twice a month, the manual data entry of these transactions is HUGE, being able to extract this data directly from Xero and load it into the bank would be a lifesaver!