Settings and activity
42 results found
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192 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Helen MacGregor
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917 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
An error occurred while saving the comment Helen MacGregor
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137 votesHelen MacGregor
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143 votesHelen MacGregor
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136 votesHelen MacGregor
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242 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Helen MacGregor
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54 votes
An error occurred while saving the comment Helen MacGregor
commented
Isn't the point of a lock period to prevent change from happening? Not sure my accountant would be impressed if I changed the numbers in a prior year.
Helen MacGregor
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598 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Helen MacGregor
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499 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Helen MacGregor
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10 votesHelen MacGregor
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94 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
Helen MacGregor
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5 votes
Thanks for raising the idea, team.
Right now, we don't have plans for developing the ability to edit Credit Notes within the mobile Accounting app which is where functions like adding files would come in, too.
It's good to begin tracking the interest of this here, but want to be upfront with this atm.
Helen MacGregor
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31 votesHelen MacGregor
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115 votesHelen MacGregor
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Helen MacGregor
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89 votesHelen MacGregor
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57 votes
An error occurred while saving the comment Helen MacGregor
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The current setup isn't fit for purpose. Some of our customers and suppliers cannot get the link to work. How about the ability to attached a pdf of the receipt/remittance the same as invoices.
Helen MacGregor
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49 votesHelen MacGregor
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181 votesHelen MacGregor
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58 votesHelen MacGregor
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100 votes
An error occurred while saving the comment Helen MacGregor
commented
The ability to allocate all lines on the invoice to a project rather than have to select each individual line.
Helen MacGregor
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Don't know why you wouldn't want to do this. We have so many invoices that we dispute with suppliers its sometimes hard to keep a track of what not to pay. Currently we are physically writing HOLD against the invoice number, but this doesn't help with duplicating invoice entry as no error is flagged because the invoice references are different.