Settings and activity
4 results found
-
34 votes
An error occurred while saving the comment 
Debbie Olsen
supported this idea
·
-
841 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
Debbie Olsen
supported this idea
·
-
182 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Debbie Olsen
supported this idea
·
An error occurred while saving the comment Debbie Olsen
commented
Hi,
Would really like to see and actual report for when a bank account number has been changed - our clients are all Not for Profits and get audited every year, this report is always requested by the auditors.
Also not the notification that Xero sends when a bank account number is edited goes to the person who made the change - can this notification at least go to the subscriber or to all users with Administrator access. -
58 votesDebbie Olsen
supported this idea
·
A Batch report with Supplier totals would be great - we run multiple batches on the 20th of the month as we are limited to 200 invoices in a Batch - a report showing the amount paid to each supplier per Batch would make things so much easier for our Bank Signatories to do their checks before approving.