Settings and activity
10 results found
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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
Lesley Christian
supported this idea
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256 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Lesley Christian
supported this idea
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217 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
An error occurred while saving the comment Lesley Christian
supported this idea
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An error occurred while saving the comment Lesley Christian
commented
It is imperative that Users entering payments for customer and suppliers have access to the very least an ageing analysis report to be able to chase any that are falling due soon or overdue.
I don't see why giving access to this report for those on the invoice only role is a problem. They are only viewing the information that they have entered and processed in Xero anyway. There is no need for bank account access for this one.
An error occurred while saving the comment Lesley Christian
commented
Definitely need more customisation with the User permissions and accessing reports.
Sensitive financial data needs to be secure with restricted access. Other data such as daily sales and purchasing data should be available to access for certain roles as a customisable option/tick box.
Access to reports should necessarily mean access to the bank and associated aspects of the business.
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139 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
An error occurred while saving the comment Lesley Christian
commented
This is a standard accounting report that is required.
I'm astounded that we have to use a workaround because the accounting software doesn't provide this. We have to export data to Excel and add a formula to calculate this average days to pay figure for us.
The Business Snapshop gives a snippet of average days to pay but it is not based on each customer invoice, it is across everything that you have outstanding in accounts receivable:
'How we calculate the average days
(Average accounts receivable / Sales) x Days in period'
This is a very generic piece of information and doesn't empower you to target any customers for persistently paying 'x' number of days past the invoice due date
Lesley Christian
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 Lesley Christian
commented
What is stopping Xero from being able to do this?
In real world scenarios, sometimes supplier bills cannot be approved because they are incorrect. Sometimes suppliers make genuine mistakes and charge the incorrect price. We then have to dispute this with them and somehow have to track it to ensure that the wrong amount isn't paid.
Why shouldn't we expect that our accounting software can do this? That's where the bills awaiting payment are generated from.
It just makes a lot of common sense that this should have been a feature a long time ago.
Lesley Christian
supported this idea
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450 votes
An error occurred while saving the comment Lesley Christian
commented
Yes, that's similar to what we do for a visual aid since Xero don't have a status and associated tab for disputed.
Also, like Debbie said if you don't approve the invoice then they don't appear in any ledgers. Doing it this way at least gives you correct ledger figures including the disputed amounts too.
Odd that this hasn't been thought about, although maybe Xero only work on textbook situations where an invoice never needs to be disputed!
Lesley Christian
supported this idea
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84 votesLesley Christian
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224 votesLesley Christian
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458 votesLesley Christian
supported this idea
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142 votes
An error occurred while saving the comment Lesley Christian
commented
We use Invoice only permissions for sales and purchasing for the staff entering the transactions.
Unsure why related reports aren't available already since other accounts systems offer limited reporting functionality.
For example access to a proper age analysis report for debtors and creditors rather than an awkward workaround using a contact smartlist.
Standard permissions provides far too much access to confidential data, and yet restricted access is far to restrictive.
The permissions need to be more customisable for each role rather than one types fits everyone.
Lesley Christian
supported this idea
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We changed over to Xero in April 2022 and discovered that this was also a major problem for us too.
Over the past year we have discovered there are so many 'missing' aspects from Xero that are fundamental to accounting roles and functions.
It is so time consuming having to generate reports for the staff that are processing the sales and purchase invoices because we can't give them their own access - unless we want them to have access the bank accounts (which is ridiculous).
I don't understand why Xero haven't realised this already. It's such an obvious and basic need for staff to be able to carry out their role fully.
If only Xero had done some research to find out if this is a requirement for the majority of businesses.
At 109 votes it seems pretty important, but how many votes are needed before it is seriously considered by Xero?
The fundamentals desperately need improving in Xero and seem to keep getting ignored whereas the cosmetic improvements that are not needed are being deployed freely - confusing?!