Settings and activity
11 results found
-
350 votes
Mandy Ross
supported this idea
·
-
506 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 Mandy Ross
supported this idea
·
-
255 votes
An error occurred while saving the comment Mandy Ross
commented
No, to be able to create a bank upload file for international bank details eg iban and swift, that can then be uploaded to the bank for payments from bills to pay
An error occurred while saving the comment Mandy Ross
commented
It would be great to have the ability to have bank upload files with international bank details for international clients and those making payments abroad.
Mandy Ross
supported this idea
·
-
12 votesMandy Ross
supported this idea
·
-
425 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Mandy Ross
supported this idea
·
-
23 votesMandy Ross
supported this idea
·
-
13 votes
Hi all, appreciate there's some interest in the idea here and the needs somewhat relate to those represented in the idea across here.
To note, where needing to change the account of lines of a bill at a later date, one option would be to post a manual journal if for an individual bill. Alternatively, you could look at using Find & recode to update the account of bills that have been paid if needing to do this on more of a bulk basis - we'd recommend connecting with your advisor and testing in the demo company before actioning this.
Mandy Ross
supported this idea
·
-
37 votesMandy Ross
supported this idea
·
-
400 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
An error occurred while saving the comment Mandy Ross
commented
It would be great to have the ability to flag invoices or mark bills/invoices that are on hold and are under query.
Mandy Ross
supported this idea
·
-
24 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
Mandy Ross
supported this idea
·
-
84 votesMandy Ross
supported this idea
·
Dissapointing response from Xero - surely this should be an easy addition to make. :(