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9 results found
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940 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Jack Rice
supported this idea
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2 votes
Thanks for sharing this idea. We understand how not being able to generate a payment file for large-value bill batches can create extra manual work and slow down your payment process.
We’ve reviewed your idea and are moving it to Gaining Support so other customers can add their votes and feedback. This helps our product team better understand the level of demand and the impact this is having for customers.
We’ll keep you updated here if there’s any progress to share.
Jack Rice
supported this idea
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580 votes
Hi everyone, thanks for continuing to share feedback about paying multiple bills in foreign currencies with us here.
As mentioned in my last update UK organisations can use our online bill payments solution with Crezco to pay international suppliers.
UK businesses can now use open banking to pay suppliers in 180+ countries, including in EUR, USD and AUD, either individually or in batches. Payments can be prepared by a team member, authorised and tracked in Xero.
To share further progress in the US we've launched online bill payments through Melio, which includes ACH and international or cross-border payments.
We've also launched a bill payments solution for AU with AirWallex that's currently in early access. This doesn't yet support paying in foreign currency however this functionality is high on our radar as we continue to develop this experience.
We’ll continue to share progress as the further regional capabilities develop. Thanks
Jack Rice
supported this idea
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25 votes
Hi everyone, thanks so much for taking the time to share this idea and explain the impact it’s having on your payment runs.
We can absolutely see how splitting one payment run into multiple batches adds extra steps and complexity to the process, especially for organisations managing a high volume of bills.
Because of the support and detail we’re seeing on this idea, we’re moving it to Gaining Support. This helps us better understand how many customers are affected and the different ways this limit is impacting their workflow.
Please keep the feedback coming — if you can, add a comment with a bit more detail about how many bills you’re typically paying in a batch and how this affects your process. That context is really helpful for our team.
Thanks again for raising it and for helping us build a better experience 💙.
An error occurred while saving the comment Jack Rice
supported this idea
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1 vote
Hi Jack, it sounds like the Payable Invoice Summary, or Aged Payables Summary reports would meet your needs here?
Both these reports can be adapted with filters and grouping.
Or can you share a little more information on your needs and steps you'd take from this view?
Jack Rice
shared this idea
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499 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
Jack Rice
supported this idea
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
An error occurred while saving the comment Jack Rice
commented
Has everyone commenting on this read Xero’s comment above and completed their feedback form? The form shows you exactly what they have prepared in this area and gives you the opportunity to provide feedback on the proposed solution and highlight any missing or additional features. The fact they appear to have a solution built makes me hope we aren’t far away now but also the more feedback they receive through this form will hopefully make for all round better solution and add weight to getting it added quicker. For me personally, what they have scoped out will work well.
Jack Rice
supported this idea
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488 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Jack Rice
supported this idea
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126 votes
Hi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…
An error occurred while saving the comment Jack Rice
commented
Is there any update on this? Quite a major and no update from 2025??
This would be good or at least the ability to tick all over all pages rather than it being limited to just the page shown.