Settings and activity
6 results found
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854 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Jaine Wills
supported this idea
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522 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses 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, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
Jaine Wills
supported this idea
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45 votes
An error occurred while saving the comment Jaine Wills
supported this idea
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69 votes
Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.
Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.
When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals…
An error occurred while saving the comment Jaine Wills
commented
I have an overpayment from FY2022 that I now need to allocate to an invoice in FY2023. I can't do this as the period is locked. I can't unlock the period, as it will then cause an imbalance between Xero and the filed accounts. Equally, I can't just leave it there.
This is needed; please add it to your roadmap.
Jaine Wills
supported this idea
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498 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Jaine Wills
supported this idea
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An error occurred while saving the comment Jaine Wills
commented
Absolutely necessary - please add
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131 votes
An error occurred while saving the comment Jaine Wills
commented
Whilst not strictly speaking a prepayment, I need to record USD payments in advance (deposits to Chinese suppliers) that, ideally I can attach to the invoice which is only raised once the goods are received (many months later).
We have projects that could last a number of years as we decide if they are viable and get them ready for sale. We need to know, at the outset, what spend we are likely to have on specific nominal codes. The spend comes in haphazardly but we still need to manage budget and spend. The option to add a budget figure in and refer back to that one, rather than month by month, is vital to our planning and success.