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27 results found

  1. Cash coding - Overpayments

    15 votes

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    submitted  ·  9 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Hester du Toit supported this idea  · 

  2. Reconciliation - Overpayment Allocation Reminder

    2 votes

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi Tania, thanks for submitting this idea! We understand it'd be to have an automatic alert for unallocated overpayments during bank reconciliation. Without this, credits can be easily missed and left unallocated.

    Right now, there’s no pop-up or indicator on the reconciliation screen to remind you about existing unallocated credits, so manual tracking is needed.

    This idea is now in the Gaining Support stage. Your votes and comments help us see how important this feature is to the wider Xero community and guide what we build next.

    Hester du Toit supported this idea  · 

  3. Overpayments - Create Overpayments with Tax on for cash basis VAT

    14 votes

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    submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Hester du Toit supported this idea  · 

  4. Find and Recode - Option to switch "Received as" to Prepayment, Overpayment, etc

    3 votes

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    submitted  ·  0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Hester du Toit supported this idea  · 

  5. Bank Reconciliation - Overpayments should appear in the Find & Match

    30 votes

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    4 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate the interest and sharing how this feature would be beneficial to you here.

    As you may have seen when reconciling or through other updates, we have introduced credit notes into the reconcile experience where you can now find and select credit notes directly from the Find & Match screen.

    We understand there are other transactions types our customer would like this functionality extended to and are continuing to consider how we may expand this overtime.

    We will share further any further updates around this with you here. Thanks

    Hester du Toit supported this idea  · 

  6. Overpayment - Ability to change to Credit Note

    8 votes

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    0 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking your time to share changes that would be most meaningful to you.

    We will monitor and track support your idea receives from the community.

    You can find out and stay updated with Xero releases on Xero Central.

    Hester du Toit supported this idea  · 

  7. Reconciliation - Ability to default to Overpayment

    6 votes

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    submitted  ·  1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Hester du Toit supported this idea  · 
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