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  1. Email Templates | Remittance - place holder for invoice number

    12 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Katrina Culshaw commented  · 

    Is it possible to have the choice to add [Invoice Number] placeholder to a sales receipt - email template.
    Customers often make multiple payments against several invoices so would be good to let them know which invoice the payments is against.

    Katrina Culshaw supported this idea  · 

  2. UK Payroll - Export payment file in CSV format

    88 votes

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    53 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we'd like to share another update as work for allowing direct wage payments via open banking with Crezco is well underway.

    We look forward to updating everyone on this idea as soon as this is released.

    As previously mentioned - we want to be upfront that we don't have any plans for extending the payment file export format to CSV, however direct payments will eliminate the need for a manual export saving you a few steps in this process. 🙂

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    Katrina Culshaw commented  · 

    Trying to load Xero payroll BACS file into RBS Bankline and it appears that the files coming out of Xero Payroll (BACS/Faster Payments) are not compatible with Bankline. Does Xero generate a CSV file that would be compatible?

    Also most banks seem to be moving towards the industry standard of BACSTEL-IP file so surely Xero will be embracing this as I believe it is to be a worldwde standard format.

    If you load in a BACS or faster Payments file it just encounters errors. I have uploaded a picture of this.

    I am struglling to understand why there is not compatibility. Does Xero not have other clients that experience the same problem with uploading from Xero to Bankline?

    RBS also mentioned that there is an option to pay direct to bankline a salary from Xero - I am struggling to find this functionality. Does this need to be activated? At the moment there only seems to be the bank feed from RBS.

    Surely Xero is desIgned to be compatible as it is meant to take the pain out of pay roll which to the most part it does.

    The whole idea regarding wanting to export a payroll file is to limit human error and time spent in entering the information into the bank?