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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Fraser Malcolm commented
This is the biggest single issue we have with Xero and as others have said it may well drive us away. My son, who is a software engineer, has written us a little program that converts the XERO batch pay CSV output file in to a TXT file that I can upload to Nat West. I do several 200 transaction payments and cut and paste the TXT files together. This works for me but it is a palaver we shouldn't have to go through.
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Dennis Lawrence commented
Kelly. Welcome to the realm of the disgruntled. I compliment your willingness to bring to the attention of the brain trust of Xero the need to fix this issue, an issue that has been ongoing for a very long time and an issue that, for all other accounting platforms, is basic functionality. I hate being the bearer of bad tidings but Xero has repeatedly let us users know that this issue isn't on their radar and they seem to be steadfast in their resistance to taking a look at it and actually fixing it. I know I first mentioned it over two years ago and there has been no movement. So, as far as Xero is concerned, you will have to continue wasting your time creating multiple payment receipt batches that should be taken care of in one transaction. I had to create as many as five to clear a single day's cash receipts. I sincerely express my condolences to you and everyone else out there that is having to use this ****** platform. Looking forward to the day when I can put Xero in my rear view mirror.
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Antoinette Micallef commented
I have noticed that the lack of this feature has caused errors when processing bill payments, mainly from rushing after having to reselect bills for the third or so time.
Do you have a recommendation when processing payments that go over to the next page but not paying all bills?
As for Dennis's comment, I agree. It seems to be that Xero is focussing on making their program look attractive for their new overseas customers they are trying to gain.
Might be an idea to voice your opinion on something like Trustpilot
https://au.trustpilot.com/review/www.xero.com. Just make sure to make your comment informative with positives and negatives so future customers know you are genuine. -
Dennis Lawrence commented
Well. If improving functionality that saves users time and prevents multiple transactions that should be done in one isn't your focus, then what exactly is your focus. I've seen changes to reports that weren't necessary nor helpful, we're being forced to change invoicing that worked just fine and didn't seem to need changing. Looks to me like Xero is ignoring things that will actually improve their software and make the job of those of us that have to work with it easier in favor of cute changes that seem to help no one. I want to remind everyone out there that WE are Xero's customers and, as the old saying goes, the customer should always come first. Do any of you, with the above response, feel that Xero is putting its customers first? Not hardly. I think we need to remind Xero that they aren't the only game in town and that when subscriptions fall, jobs have to go. Their jobs.
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Jim Kacev commented
Hello Xero, we don't need multiple pages but need more items on a page. Why can't you just increase the items per page option to 1000 similar to some of the report options that are available? Thankyou
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Ceri Gwynne commented
Did my first batch payment on xero yesterday - couldn't believe it when i could only select up to 200 lines. Such a waste of time having to export payment files in separate runs. I initially tried to search on each supplier, ticking the boxes of payments i want to make before selecting another supplier - obviously i was expecting to see all those i'd ticked when the batch payment file was produced and not just the last page. This is just basics and that along with the batch payment file amalgamating sort codes and account numbers into the same excel cell means that i'm really shocked and disappointed in this basic lack of functionality on xero.
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Tony Harris commented
I was so excited by the open banking payments functionality and spent yesterday setting up the system and running through some test options. I had every expectation that this would be a massive time saver for me.
However.....
.....this one flaw in the functionality means I'm back to manually selecting multiple payments filtering by supplier. Unable to select multiple suppliers if they / or their invoices spread across multiple pages.Seems like a no brainer. I wonder how this got through beta testing with Xero?
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Duncan McKimm commented
FYI for other commenters, we are using a service called BatchPay to address this issue given it's not on the roadmap for Xero.
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Jenny Mackenzie commented
Very disappointed to hear this - There seems to be a focus on cute changes and not on basic functionality. Xero be warned - I have been in this game for a long time and am really experienced in a lot of platforms. If you keep focussing on aesthetics over core functionality you will loose customers very quickly.
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Margaret Nicholas commented
Why do we have to have pages anyway, far easier to just scroll down?
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Matt Lowe commented
Xero, why not add an extra option to the 'items per page' dropdown?
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Nicholas Ong commented
It's such a disappointing reply that basic function which is a need for everyone is not their main focus.
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Dennis Lawrence commented
How am I not surprised. Based on the last response you issued regarding this issue that, for all other platforms out there is basic, you're concentrating on how you can make things easier and better, payment wise, for our customers, not your users. As a consequence, you're making it easier for our customers to pay us but you're not fixing it so that, when we receive these easier payments, we can post them easier and more efficiently. This is ridiculous. Your cutesie screens and updates to invoicing, updates to reports and customer payments do nothing to help the users of your **** software, the one's, might I remind you, that pay your salaries. The ability to select and post all outstanding invoices that we receive payments on in one transaction, one batch, is, in all other accounting platforms, basic functionality. It is unbelievable that you, the one's that created and support (and I use that term loosely) this software don't recognize the importance of this functionality and don't make it a top priority.
To the growing number of users that recognize that the brain trust running Xero couldn't give a **** about what we, the users, need, I encourage you to give these idiots a quick lesson in business - that being - the customer (that's us) should come first. The lesson should be the recognition that Xero isn't the only platform out there and that without us, they don't have a business. I will soon be transitioning to Sage 50 cloud, a far superior product, and I encourage each and every one of you out there that is offended by Xero's continued disregard of this and other issues that directly affect users ability to work efficiently to jump ship as soon as possible. A lack of customer base and, hopefully bankruptcy for these idiots, will teach them a lesson that they should have known when they started their business. The customer, your users, the one's that provide you with revenue, comes first. -
Shelley Sames commented
It should be a focus - it is important!
If you are not focusing on this hopefully you are focusing on another other issue for accounts payable i.e. being able to view a report showing payments made to suppliers (not just being able to see individual invoices and the dates they were paid) but being able to access statements which show the total amount paid to a particular supplier at any time and over any period of time. -
Kate Feldman commented
That's very disappointing! Particularly considering that not only you're not addressing this issue, but there's also now another glitch on bills pages, i.e. when attempting to filter by date (or by name), you get a result with random transactions, completely unrelated to dates or names selected, and then it would continue to display random transactions. When you finally get the list you intended to select, the minute you try to export (or make payment, or "add planned date") the list suddenly changes again; the selected transactions would unselect; the exported list would produce wrong results.
It's madness. Please fix it!
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Margaret Nicholas commented
This is a basic functional requirement - it should be a focus for Xero. Very sad that you can't be bothered addressing this issue.
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Josephine Rose commented
I understand this is not a focus for you, however please know this is one of the reasons I have moved on to MYOB.
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Margaret Nicholas commented
Yes agreed Lori about sorting of transactions, it's a bug in Xero. It was fixed in a previous version and then re-introduced a while back when they made another change. We sort by supplier and by reference and then when processing the batch it re-sorts it randomly into any old order, so another step for us to edit and re-sort again.
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Lori Notman commented
Extremely important feature - with more than 200 entries over multiple pages only being able to select 1 page at a time to be batch is so time consuming for both business owners and bookkeepers. Why doesn't the batch report have the transactions per supplier with a total - if prints in random order see attached as example.
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Roz Clark commented
We have some very large clients who receive multiple invoices for payment each month and this will make our lives much easier plus will eradicate multiple payment files