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25 results found
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831 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
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Eve Radford
commented
Sharon - you can enter the date & bank account at the bottom of the screen then you can see it in the bank rec. be sure to select the correct bank
Eve Radford
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37 votes
An error occurred while saving the comment Eve Radford
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Manual journals will NEVER be a cash item. The default setting in xero is simply wrong.
Eve Radford
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57 votes
An error occurred while saving the comment Eve Radford
commented
Yes it is but it's better than trying to cope with all the journals to get things in the right place
An error occurred while saving the comment Eve Radford
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I have posted here before - there is a work around. You use the set CIS codes to do the CIS entries then on the SAME invoice enter the exact amounts as negative entries to a similar GL code (that is added together for presentation purposes on balance sheet or P&L) so basically you are back to nil payment then add a line where you want it to be. Be careful of VAT.
An error occurred while saving the comment Eve Radford
commented
Hi Anita
In the invoice in xero do this:
711 CIS Labour 100
712 CIS materials 20
710 CIS Lab & mats moved to 465 (or where ever) -120 ** MINUS**
465 Repair of XYZ 144Being 100+20+VAT of 24 = 144. This is my issue that the CIS report picks up total as 144 not 120. I have to manually adjust this but if your VAT is recovered then you won't have this problem.
Try one out in demo company.
We use a unit of CIS repairs (as that's what ours are) for 711/712/170 entries and we check each month that it comes to nil.
An error occurred while saving the comment Eve Radford
commented
I have a solution for this. You put the CIS into the correct codes (lab & mats) and then reverse them out in a different code (I use 711/712 for CIS and then 710 for the reversal). Then input into where you want them. This only works on Xero reports is you are VAT registered. If you are not VAT registered you need to add VAT in the last step and manually adjust your return at the end. At least all the input is correct and your accounts are right. The CIS return is wrong though.
An error occurred while saving the comment Eve Radford
commented
I need (at the very least) a CIS code for balance sheet (freehold property improvements) and one for the P&L (repairs and maintenance). It's not really acceptable that nothing has been done on this for so long. I'm seriously considering moving to another platform.
An error occurred while saving the comment Eve Radford
commented
You can get round this by coding to 711/712 then deducting from 710 (exactly equal to cancel out - excluding VAT). Then code where you want it (including VAT). All within one bill in xero. But you have to change the return figures so you can’t use the auto submission. My company is not VAT registered so this may work fine if you reclaim the VAT. Worth a trial.
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509 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
Eve Radford
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1,173 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Eve Radford
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396 votesEve Radford
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42 votesEve Radford
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97 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
Eve Radford
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185 votes
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.
Eve Radford
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77 votesEve Radford
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88 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Eve Radford
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715 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!
Eve Radford
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84 votesEve Radford
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68 votesEve Radford
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599 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
Eve Radford
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13 votesEve Radford
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5 votesEve Radford
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4 votesEve Radford
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4 votes
Thanks for the idea here, it's good to know how we can help businesses understand how best to navigate Xero when onboarding a business.
For the UK we now have a page on our website that helps you find a plan that's right for their business. Xero will provide a plan recommendation based on responses to a selection of questions.
Though only available in the UK atm, we are looking to extend this to other regions and I'll keep you updated on when this is available elsewhere, here.
Eve Radford
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117 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
Eve Radford
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Katie Jackman - try the CEO. You can find emails for senior Company employees on the web