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102 votes
Hi community,
I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.
However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.
This idea is on our radar though, and as we work through the priority list, it…
John Mander
supported this idea
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3 votes
Thanks for sharing this idea about adding a Branding Theme column to the Sales Overview screen.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their votes and comments too!
We need to keep a separate Ideas discussion for each idea, so there's an existing product idea for updating themes in bulk, where you might also like to add your vote, here: https://productideas.xero.com/admin/v3/ideas/48414839
John Mander
supported this idea
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An error occurred while saving the comment -
29 votesJohn Mander
supported this idea
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An error occurred while saving the comment John Mander
commented
Alternatively making available a filter for the payment type would be very helpful - we use Branding theme to identify Direct debit customers. That would enable us to tick all of the selection rather than individual selection for a bank deposit batch. We have a requirement to extract Sales Invoices awaiting approval data to populate a csv file to upload to the bank for direct debit file initiation.
A large proportion but not all of our customers are direct debited.
While the data can be extracted by individual invoice selection as part of a Deposit batch, it is a very onerous task and subject to the risk of human error. -
22 votesJohn Mander
supported this idea
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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.
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.
We'll keep an eye on the interest for this here.
An error occurred while saving the comment John Mander
commented
As a workaround we would be happy to format the data reported from Xero in the form compatible with the banks csv file format. The problem being the extract of the payment amount data from Xero as referred to by other users. As we currently identify the invoices set up for direct debit by their respective Branding Invoice template, a simple solution for us (and presumably other users) would be for Xero to include a filter including Branding theme on the search page for Invoices awaiting payment - Can this be done please?
Provided that the additional branding theme column can be re-ordered (as the other column can) to group unpaid invoices by branding theme that would be of great benefit for selection of invoices to include in a batch deposit for the purpose of completing a batch deposit as part of a file to submit to the bank for Direct Debits. We use Branding theme to identify direct debit payment type invoices. Alternatively the availability of a Branding theme filter would serve the same purpose for us.