Settings and activity
2 results found
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38 votes
Hi team, we appreciate the interest and rational in this idea when you trade with Contacts that might be part of a larger group.
We want to be open that this isn't something we have plans for developing just atm, but will keep considering the idea as we continue to develop contacts in Xero. I'll share if there is any progress here.
David Birnbaum
supported this idea
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An error occurred while saving the comment -
161 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
An error occurred while saving the comment David Birnbaum
commented
You should absolutely be putting this on your roadmap. We have regular distributions we want to implement...looks like we might be doing this with Zapier because we can't do it natively in Xero...
David Birnbaum
supported this idea
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Hello.
Having recently left Quickbooks for Xero, we're finding the lack of this feature to be a real bummer. Both our A/R payment system and our CRM support the parent/child implementation, and now that it's not available in Xero we are having some real challenges managing payments and credit notes cleanly. It's adding a lot of manual work. Would love to see this get some traction.
To be clear, this is specific to allowing us to post payments, credit notes, overpayments, etc. to the parent customer and allow us to apply them to any child's invoices. Being able to see a consolidate activity for the parent is also useful.
As an interim option, maybe groups could have some additional functionality added to them that would allow an overpayment or payment in the parent to read from all of the available invoices rather than being stuck with the parent only?