Settings and activity
7 results found
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151 votes
Rebecca Bearjar
supported this idea
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An error occurred while saving the comment -
103 votes
Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
Rebecca Bearjar
supported this idea
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An error occurred while saving the comment Rebecca Bearjar
commented
Yes, please add this functionality. Especially an import option for receive money transactions. We receive money daily from our credit card processing company. I can download a report of those daily transactions from the credit card processor, but there is no way in Xero to upload that report as receive money transactions. I'm currently copying and pasting each number from the download report into Xero transactions. Very time consuming and tedious. There ought to be an import option!
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814 votes
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…
Rebecca Bearjar
supported this idea
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5 votesRebecca Bearjar
supported this idea
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An error occurred while saving the comment Rebecca Bearjar
commented
I agree! Manually allocating credits to vendor bills is cumbersome and time consuming in Xero. I would love to see some options to make this process more streamlined and efficeint.
Idea: feature to allocate credits in bulk or as a batch. Select multiple credits and apply to a bill all at once.
Idea: allow credits to be included in a batch payment without having to allocate them to a specific bill first.
Please implement some improvements to the allocate credit process!
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417 votes
An error occurred while saving the comment Rebecca Bearjar
commented
Yes Please! To be able to apply credits as a batch or in bulk to a vendor bill would save SO much time!
Alternatively, (when paying bills) to be able to include vendor credits in a batch payment without allocating them to a specific bill would be ideal.
Rebecca Bearjar
supported this idea
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13 votesRebecca Bearjar
supported this idea
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693 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.
Rebecca Bearjar
supported this idea
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Yes, please add this functionality. My business has more than one credit card. Expenses are sometimes entered under the wrong credit card. During reconciliation, it would be nice if the bank account could simply be updated instead of having to delete and re-enter the expense. Better yet, your software should be smart enough (in the reconcile screen) to recognize that the transaction was entered under a different account and suggest the correction.