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243 results found

  1. Prepayments - Send receipts and remittance advices

    45 votes

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    14 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible

    alternative where you could send the prepayment transaction to your customer.

    Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.

    • Change the 'Approved Invoice title' field to Receipt.
    • Deselect the Show unit price and quantity columns.
    • Deselect the tax column.
    • Deselect the Show payment advice cut-away

    We'll continue to stay tuned to the idea here, and let you know if there's change.

    KHEM KHANAL supported this idea  · 

  2. Remittance Advice - Show all credit notes and invoices

    203 votes

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    submitted  ·  83 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  3. Branding - Custom DOCX template for Remittance Advices

    299 votes

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    134 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.

    Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.

    As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.

    KHEM KHANAL supported this idea  · 

  4. Remittance advice - show bank account details of payment

    56 votes

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    submitted  ·  19 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  5. Prepayments - Create prepayment automatically for Income in Advance invoice

    13 votes

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    submitted  ·  3 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  6. Bills | Make payment - Wider Fields for "Paid From" and "Reference"

    4 votes

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    submitted  ·  1 comment  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  7. Batch Payments - Use cursor arrows to navigate and edit

    6 votes

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    0 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    We appreciate how this could be more intuitive. To confirm how this currently works - Within the body of a batch payment you can use Tab to navigate forward through cells, pressing Enter will enable you to edit the cell and then pressing Enter again will confirm the cells contents(highlighted).

    When the cell is highlighted you'll be able to use the keyboard arrow keys to navigate up, down and across within the body of your batch payment.

    KHEM KHANAL supported this idea  · 

  8. Pay with Wise - Ability to have multi-currencies payments

    8 votes

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    2 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, while we have removed the Pay with Wise feature follow on from our last update we wanted to confirm that we have released UK bill payments in Xero. 

    Customers in the UK can set up direct bank transfer as a payment method for GBP bills to quickly and securely pay bills. Funds are transferred from your bank account by Crezco using open banking. The availability of open banking in the UK has enabled us to offer this on-platform. 🙂- Read more on our Blog

    KHEM KHANAL supported this idea  · 

  9. Bank rule - Use a four digit decimal tax rate

    2 votes

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    submitted  ·  0 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  10. Checks - make the payee name field only appear above the address field

    15 votes

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    submitted  ·  7 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  11. Invoice Payment - Automatically asking customer to register Auto pay

    9 votes

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    submitted  ·  3 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  12. Batch Payment - SSV file type option

    4 votes

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    2 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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  13. Remittance - Remove option to Send after creating batch

    2 votes

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    0 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Is there a specific reason you'd like to remove this option from your organisation, Ben. For example would this be for certain user roles, or based on your business processes would you want to remove this for everyone? 

    KHEM KHANAL supported this idea  · 

  14. Checks - Add Company Name to vendor check voucher

    8 votes

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    submitted  ·  0 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  15. Remittance - Ability to include Check number

    4 votes

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    submitted  ·  0 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  16. Bills - Transaction dates shown in batch payment summary PDF

    2 votes

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    0 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  17. Check Register: Hide previously printed checks

    6 votes

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    3 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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  18. Cheques: Voucher - Show tax amount on each line item

    32 votes

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    submitted  ·  9 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  19. Remittance - Automate 'send me a copy'

    3 votes

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    submitted  ·  0 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 

  20. Checks - Scanned signatures on paper checks

    21 votes

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    submitted  ·  2 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    KHEM KHANAL supported this idea  · 
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