Replies to This Discussion

Permalink Reply by Michael Wood on January 13, 2012 at 1:56

Hi Luke,

Receipt Bank (who I work for) is a Xero partner that has an advanced integration with Xero for dealing with receipts, invoices and expenses.

Unfortunately your screenshots and attachments are not being displayed on your post and therefore I can't exactly see the nature of your problem/wishlist. If you'd like to email them to support@receipt-bank.com with any details on how you'd like the process to work, we'd be happy to take a look to see if we can help you...

Regards,

Michael

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Permalink Reply by Luke Rooney on January 13, 2012 at 2:24

Hi Michael

ill send it through on word doc to you so all the photos are displayed.. I don't use the mail in feature so ill have a try of your program today... 

Luke

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Permalink Reply by Catherine (Xero) on January 17, 2012 at 1:51

Thanks for the suggestions Luke. We will be adding the upload/attachments functionality to bank transactions at some point - very popular on invoices and expense claims - it's on the list.

Great suggestion on Dashboard improvements - I know we're exposing debtors by the amount they owe on the Accounts Receivable Summary screen but introducing these elements in terms of value would be useful. I will pass on this request.

I think your linking individuals question is something we also have on our list to do - meaning one organization can have multiple contacts - something we need to address. If you mean linking from your contacts in Xero directly to your CRM then the contact link field in the Xero Organization Settings currently allows this.

Thanks again - I'll get these suggestions to the right people.

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Permalink Reply by Luke Rooney on January 19, 2012 at 10:02

Hi Catherine,

I think some of the digital storage softwares on the market only focus on receipts... yet nobody out there is capturing the full options of possible paper trail to digital scenarios that can occur in a business... its looks like an easy value add

For example Xero touch is great... To sum up think the #1 thing i'd love, (which i think is echoed on a few thread throughout the forum) is the ability to as much as possible raw data entry in real time to not have to go 'back in time' and data entry for past events. To add receipts is one aspect but what about a similar but different feature to the current expense claim feature for the app...

-capturing monies recieved on the app (bonus points to be able to attach a pic) that would go in as a 'receive money' transaction in a particular bank account 

-capturing monies received (receipt) on the app (bonus points to be able to attach a pic) BUT unlike an explain clim that would go in as a 'spend money' transaction in a particular bank account 

This would mean that now the app can capture more 'raw data' on the go

The 'technological ignorant optimist' in me thinks that if its doable for expense claims than to apply this feature to direct payments would be very doable

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Permalink Reply by Catherine (Xero) on January 21, 2012 at 1:12

Good point and something we're already very aware of - the addition of getting this data into Xero via a mobile device seems sensible and once it's done in the main app I'm sure the mobile team will look to open this up as well. Would your receive money scenario be a check/cheque - so perhaps need to be snapped and uploaded as payment for an existing invoice or straight into the bank account without an invoice? Without making this complex we'd have to make sure that received money went to the right place!

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Permalink Reply by Luke Rooney on January 23, 2012 at 11:41

with the app as it is now if you could add the same functionality to the bank account section (currently display only) that currently is available to the invoice section then that would be the ideal result.

Having the ability to add entries in the 'spend monies' & 'receive monies' functions in the app would make it more complete

To use me as an example I receive money in multiple sometimes complex ways (see original thread) so when i receive multiple payments on a given day through my eftpos machine. the tracking problem is caused by the bank which batches totals which are very hard to match to a day or specific transaction...  (e.g. visa,mc arrive  the next day & merchant fees are paid monthly... whereas amex/diners arrive to my account 3-5 biz days later with the fees already taken off per transaction) 

You've already created the solution when you added the 'receive money' function recently

I love Xero because it eliminates the guesswork out of reconciliation & tracing income sources possible...but what would make it more efficient is the mobile version of this to be able to enter entries in real time vs at the end of the day eliminating the need to be in front of a computer as much.

so if the app mimicked the software the a 'receive money' entry would be:

-able to distinguish which account allocated to

-able to be allocated to a contact

-able to be tied to a chart of account

-able to be given associated amount

-able to choose how tax is associated

-and would be saved into account transactions (no accounts receivable/invocies)

-and able to take or choose a photo with it

P.s. will xero touch & xero personal ever sync... thats when i would become a sold out raving lunatic fan ;)

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Permalink Reply by Catherine (Xero) on January 27, 2012 at 1:18

Thanks so much for this detail - very useful and the team has it.

And we definitely love raving lunatic fans! We will be releasing a mobile version of Xero Personal at some point ... so much to do!!

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Permalink Reply by Luke Rooney on January 27, 2012 at 1:22

Fantastic!  Thanks for taking these ideas on board.

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