Batch Payments - Bills stays selected/ticked on multiple pages
Ability to make the invoices that have been ticked in the previous page stays ticked.
Purpose: Because it’ll save users’ time when they’re doing batch payments, especially when they have to tick all the invoices across multiple pages.
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
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Dennis Lawrence commented
Hey all you users out there. As was pointed out below, this issue has been raised for over two years and, nothing but crickets. As for this portal....this is just something put out there so we users will feel that we have a voice and some influence. Well, sorry to be the bearer of bad tidings but, and Xero has made it quite obvious, THEY DON'T CARE!!!!! It's obvious that they're going to keep making cute changes that don't really do anything but make users lives more difficult and continue to ignore us users that have to deal with all their current and "in the works" issues that make using their software difficult and time consuming. I'm sure that you're all in the same boat as I am. If I could change platforms I would in a minute. In the meantime, we're all just going to have to come to terms with the fact that the software sucks, we have to deal with it, and the folks at Xero will continue to ignore our cries from the wilderness.
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Margaret Nicholas commented
This has now been requested for almost 2 years. I can't see the point of this request system if nothing gets acted on.
Meanwhile Xero messes around with functions and screens that previously worked perfectly and makes everything more difficult to use.
Xero a few years ago was excellent, now it's pretty ordinary. -
Antoinette Micallef commented
This is so annoying and prone to errors not to mention so time-consuming. This makes me feel like I would be better off without Xero and processing manually.
When considering other basic features that are missing from Xero, I feel like this program has been designed by a ComputerTek rather than an accountant.
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Andrea Reid commented
This needs to be at the top of list, limiting the selection of bills to 200 is just silly. So time consuming making various batches instead of just one.
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Trish Sheils commented
This would be a big improvement. It is currently very time-consuming requiring sometimes 4 or 5 batches because when you complete a payment, the same bills don't come up on the same page.
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Dennis Lawrence commented
I'm with you Margaret. If I had the power to ditch Xero I would in a heartbeat too. I've used many accounting platforms and batch processing of cash receipts with the ability to choose any and all outstanding invoices and do it in one transaction was standard. I'm sure that the Sage offerings, Quick Books Pro and others in the same price range as Xero have this capability.
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Margaret Nicholas commented
Yes I fully agree, this functionality is on a "wish list" while they continue to stuff up every change that is made. Xero was very good in the beginning and now they've lost the plot. Every change they make is not properly tested and introduces new bugs which you then have to request a change for wtf?? I would change to another provider in a heart beat if they offered what Xero had a few years ago before they messed it all up.
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Dennis Lawrence commented
Sorry folks but having software that is user friendly and has basic accounting functionality doesn't seem to be where Xero is at. Looks like they're more interested in creating cute screens and pushing WOKE agendas than fixing their **** software. Way to go Xero. You truly suck.
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Ron Goel commented
It is a required functionality and it makes the process more efficient and time saving.
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Danny Pejcinoski commented
100% Yes
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Tania Boyer commented
This needs to be a priority
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Joanna Zybura commented
Really important for the business
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Accounts Payable commented
Has there been any update yet? @Xero?
There has been recently some updates in Xero but nothing featuring this issue
Every single time doing a batch payment I have to decide which invoices to pay separate as I only can choose of 200 items
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Dennis Lawrence commented
This is also a restriction in processing cash receipts. Invoices to clear based on a days cash receipts requires me to create multiple cash receipts batches. I received five checks the other day and, because of where the invoices fell between screens, I was forced to make five separate deposit records. Ridiculous, hun??? The limit of 200 items per screen and the inability to select multiple items over multiple screens is arbitrary and ridiculous. This should be basic functionality of the software and we users shouldn't be having to wait for the developers to get around to addressing this issue. This is something that should have been fixed before they ever launched version one of Xero.
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Sue-Anne Coelli commented
Major impact to business operations requiring extra time!
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Shelley Sames commented
This feature would be so useful. When I first starting using Xero it seemed incredulous that what was ticked on previous pages didn't stay ticked .It is very time consuming as it requires figuring out a range of dates to try to fit all bills you are wanting to pay on the same page and sometimes you can't so you may need to do separate batches.
Thank you for fixing the planned date so bills ticked no longer become unticked... it was incredibly frustrating and has made a huge difference to time spent paying bills. Likewise fixing this issue will make a big difference. -
Kim Johanson commented
Wasting a lot of time processing multiple batches due to page limit, this seems like a reasonably easy fix Xero?
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Matt Lowe commented
Having to create multiple batch payments and upload them to the bank separately is frustrating, simply because you can't display any more than 200 individual bills from within Xero.
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Simon Halliwell commented
This is critical for a larger business. If your weekly creditors run into millions its unlikely that the invoices you need to pay are on one page. Sort it out Xero!!
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Shelley Sames commented
This is a very good idea - it is annoying to lose everthing that has been ticked when you move to a dfferent page.
Please also can the bills stay ticked when a planned date is added - it's time consuming and frustrating to have to retick each bill you had planned on paying .