Settings and activity
6 results found
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54 votes
An error occurred while saving the comment An error occurred while saving the comment 
David Reeves-James
commented
I have been asking for this since 2016 !!!!
Such a terrible service!!!!David Reeves-James
supported this idea
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An error occurred while saving the comment David Reeves-James
commented
I have been asking for a 'stop' facility within Xero for years. Unfortunately, there is no functionality for something that is so important that every other accounting software has. A credit limit to freeze the account in new invoicing is hopeless. i.e. a customer may have a £10,000 credit limit but only has £1,000 overdue on account. I have to say that is really is very bad for our business and makes Xero look awful too.
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8 votes
An error occurred while saving the comment David Reeves-James
commented
ACCOUNT ON STOP!!!!
It is useless to even bother asking Xero for this. I have been asking for 7 years to have 'Account on STOP' as a feature. Their standard answer is: You can set a credit limit that will hold the account if reached. They do not understand that an account may be well under the credit limit but it still an aged debt!!! The automatic receipt function would be great but, don't hold your breath!!! Strange - in the old days, company's looked after their customers and acted on their feedback.
David Reeves-James
shared this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
260 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
An error occurred while saving the comment David Reeves-James
commented
I was working on accounts systems twenty years ago that sent automated receipts. Seemed to work then!
Also, when will we get the stop function in Xero? I've been asking for 6 years.
David Reeves-James
supported this idea
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43 votesDavid Reeves-James
supported this idea
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67 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
David Reeves-James
supported this idea
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212 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…
David Reeves-James
supported this idea
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I have been asking for a 'stop' facility within Xero for years. Unfortunately, there is no functionality for something that is so important that every other accounting software has. A credit limit to freeze the account in new invoicing is hopeless. i.e. a customer may have a £10,000 credit limit but only has £1,000 overdue on account. I have to say that is really is very bad for our business and makes Xero look awful too. NOBODY AT XERO LISTENS!!! THEY CHANGE OUR P&L AND BS REPORTS WITHOUT ASKING - FOR REFERENCE THEY ARE BLOODY AWFUL CHANGES BUT WHEN WE ASK YOU TO CHANGE SOMETHING, YOU DON'T LISTEN!