Settings and activity
33 results found
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113 votes
Luke Abbott
supported this idea
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605 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.
An error occurred while saving the comment An error occurred while saving the comment Luke Abbott
commented
Susan Barbarino, you are spot on there. We are always having suppliers confused by the remittances as to why we would allocate credits against invoices where they clearly don't belong. Takes some explaining sometimes as to why this is the case as it just doesn't follow any other accounting software out there!
Luke Abbott
supported this idea
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535 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Luke Abbott
supported this idea
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2 votesLuke Abbott
shared this idea
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59 votes
Appreciate the detail, and thanks for raising this here in the forums.
While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change.
Luke Abbott
supported this idea
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480 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Luke Abbott
supported this idea
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An error occurred while saving the comment Luke Abbott
commented
With the strides forward that are being made in open banking, this kind of function should be more than possible now, though understandably it does require the co-operation of the banking tech teams to allow this to happen fully.
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674 votes
Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂
As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.
Luke Abbott
supported this idea
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659 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!
Luke Abbott
supported this idea
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1,076 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment Luke Abbott
commented
Unfortunately Yazz, there clearly is no threshold. It is becoming abundantly clear to all users of this forum that Xero have no intention of listening to what their customers want. They develop the "beautiful" things they fancy developing. Why else are there a number of items marked as "working on it" or "under review" that simply only have 4 or 5 votes to them, whilst this one (and countless others) have 100s!
The best part about this whole forum is the daily emails I get from it on all the topics I've voted on, reminding me that so many others are in the same boat, and that if I finally give up waiting for Xero to respond there are hundreds of others who might like to join me in obtaining a group discount from Sage or Quickbooks 😂
An error occurred while saving the comment Luke Abbott
commented
Arnis - You're not the only one in the partner programme considering the move. I know a particular platinum partner who have been challenged recently as to why they stick with Xero based on recent lack of tangible, useful, customer based progress. Maybe when those in the 1,000s of clients start migrating they'll wake up...
An error occurred while saving the comment Luke Abbott
commented
The latest update was very aptly described by a colleague : "This new 'accessibility' update has now made it possible for even more Xero customers to see which functions are lacking!"
@Xero, when will you realise people are screaming out for a "Focus on functional" rather than "Building on beautiful"!!
Luke Abbott
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21 votesLuke Abbott
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10 votesLuke Abbott
supported this idea
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8 votes
An error occurred while saving the comment Luke Abbott
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Would like to see this for adding direct from files to a purchase credit note.
Currently all P/L files get uploaded and then any credits have to be re-downloaded, deleted and added manually via the Bills tab.
Luke Abbott
supported this idea
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14 votes
An error occurred while saving the comment Luke Abbott
commented
The obvious workflow I'm sure for many businesses is to upload multiple files and then batch process. We have a purchase ledger clerk who does this task once a week and having covered her while on leave, I had forgotten how annoying, and how much extra load time it adds because of not being directed back to files automatically. It feels like those who designed it this way have never used Xero in the real world!
Luke Abbott
supported this idea
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27 votesLuke Abbott
supported this idea
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161 votesLuke Abbott
supported this idea
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353 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…Luke Abbott
supported this idea
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430 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
Luke Abbott
supported this idea
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28 votes
Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
Luke Abbott
supported this idea
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An error occurred while saving the comment Luke Abbott
commented
Would value this change in relation to manual journals as well as I always believe it is good practice to have well organised and structured journals.
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135 votesLuke Abbott
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19 votesLuke Abbott
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Agree with Claire.
Suppliers often ask us why we have randomly allocated a CN against an unrelated invoice on the remittance rather than just taking it as a credit against the whole payment. Only Xero users appear to have encountered the forced invoice allocation of credits.