Introducing a brand new payments to pay expertise in Xero

Payments is considered one of Xero’s most cherished options. It helps you observe and pay payments on time, have a transparent overview of your accounts payable, and acquire a greater understanding of your money movement.

As a part of our dedication to ‘Constructing on Lovely’ — which is about constantly upgrading our know-how to construct new options sooner, giving our platform a constant feel and appear, and ensuring we preserve accessibility high of thoughts — we’re refreshing the payments expertise in Xero.

Final yr, we up to date the ‘import’ web page in payments. Subsequent on our listing is ‘Payments to pay’. Listed here are a number of the adjustments you may count on to see on this web page within the months forward.

What’s new in payments to pay?

  • The new, responsive design is consistent with our different upgraded pages in Xero, with elevated font dimension and white house that helps our journey to assembly international accessibility requirements.
  • For those who like, you may use the ‘compact view’ toggle — obtainable within the overflow menu — to scale back the dimensions of the desk and match extra payments in your display. We launched this as a direct results of your suggestions on different upgraded pages throughout Xero.
  • The search bar will now reside on the high of your payments listing quite than behind the search button, and can dynamically replace as you sort.
  • Begin and finish date filters will reside on the fitting of the search bar, in addition to behind a filter button.
  • You possibly can use the filter button to search out deleted and voided gadgets, in addition to expense claims. All filters will seem on the backside of the search bar for straightforward reference.
  • For those who change tabs, your filters received’t journey with you. However whenever you return to a earlier tab the unique filter will nonetheless be utilized.
  • The ‘New invoice’ button can be inexperienced and positioned on the right-hand aspect of the web page, like a lot of our different upgraded pages in Xero.
  • A brand new inexperienced dropdown menu will embody key actions like ‘New repeating invoice’, ‘New credit score be aware’ and ‘Import payments’.
  • Extra actions like ‘Export payments’, ‘Create invoice from e-mail’, eInvoicing (Australia, NZ and Singapore), and lending (Australia and UK) will reside within the overflow menu on the right-hand aspect of the web page.
  • On some tabs, particular person payments can have an overflow menu that permits you to take extra actions, like ‘Approve’, ‘Submit for approval’, ‘Delete’ and ‘Print’. 
    • The order of the columns throughout the desk has modified, and any recordsdata previewed will show subsequent to the listing quite than over it (you received’t have the ability to drag the file preview round anymore).
    • When overseas foreign money payments are chosen within the listing, the whole quantity displayed on the high of the listing will mechanically convert to your main foreign money.
  • While you approve payments in bulk and choose ‘view’ throughout the pop-up message, you’ll be taken to a stand-alone ‘Authorized payments’ web page subsequent, quite than the ‘Awaiting cost’ tab. 
  • When payments are chosen, the whole variety of payments and quantities will dynamically replace as you choose and deselect payments within the listing.

Modifications it is advisable find out about

As soon as a invoice is marked as paid, you’ll not have the ability to ship a remittance instantly from throughout the invoice. We’ve eliminated this characteristic from throughout the invoice because it’s not used fairly often by prospects. As an alternative, we’re guiding our prospects to ship the remittance from the payments to pay web page, or throughout the cost transaction.

Some performance beforehand obtainable on the repeating tab is not going to be obtainable right away, however can be reintroduced as soon as our know-how improve is full. This contains with the ability to search and filter and preview recordsdata throughout the repeating payments listing. We’ll reintroduce these options within the coming months.

We’re at all times listening

We hope this model of payments to pay makes it simpler so that you can preserve updated along with your payments, and keep on high of your money movement. We’ll proceed to enhance the payments to pay expertise and add extra performance over time, as we progress with our know-how improve and be taught from the opposite updates we’re making throughout Xero.

As at all times, we look ahead to your suggestions, and if you happen to want a hand with any of the adjustments we’ve launched, don’t hesitate to attain out to our staff for help. Bear in mind, you can too share any characteristic requests in Xero Product Concepts, so our groups can get your suggestions on what you’d most prefer to see in Xero.