Settings and activity
12 results found
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281 votes
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Nikki Velinsky
supported this idea
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525 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
An error occurred while saving the comment Nikki Velinsky
commented
The system already sends invoice reminders so why not statements?
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324 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
An error occurred while saving the comment Nikki Velinsky
commented
Hi Kelly, any further updates on this? It was suggested 12 years ago and your update in February said it was being looked into, would be good to have the option a little bit quicker than the 12 years it took to be considered?
An error occurred while saving the comment Nikki Velinsky
commented
Hello all,
I raised this with Xero in April 2023 when the prices were increased. After much emailing back & forth & some conversations with the customer support team I received an email from Richie in the Leadeship team who stated it wasn't part of their near term plans. As it was first raised in 2012, this does seem very poor.
I have recently posted on LinkedIn about this idea as well as the requirment to be able to have different user access levels (other than the all or nothing currently avaliable) If you want to also add your voice to this, hopefully they may be more inclined to listen on that platform? https://www.linkedin.com/feed/update/urn:li:activity:7159090871684988928/An error occurred while saving the comment Nikki Velinsky
commented
Hello all,
I raised this with Xero in April 2023 when the prices were increased. After much emailing back & forth & some conversations with the customer support team I received an email from Richie in the Leadeship team who stated it wasn't part of their near term plans. As it was first raised in 2012, this does seem very poor.
I have recently posted on LinkedIn about this idea as well as the requirment to be able to have different user access levels (other than the all or nothing currently avaliable) If you want to also add your voice to this, hopefully they may be more inclined to listen on that platform? https://www.linkedin.com/feed/update/urn:li:activity:7159090871684988928/An error occurred while saving the comment Nikki Velinsky
commented
That is really disappointing Kelly & I think very poor client service from Xero. This is a very basic function and an obvious benefit to all. I can't see why this shouldn't be a simple fix nor why Xero, who are providing an accounting software, think that giving the ability to send out statements with multilple invoices & a final balance is sufficient & would not need a facility to pay the balance??? It makes no logical sense. It would be better to remove the option to send a statement, as what is the point if the end client can't then pay it? Makes chasing outstanding balances really hard work.
An error occurred while saving the comment Nikki Velinsky
commented
This seems really obvious. We send out statements to clients with three or 4 invoices on and they have to then find the invoice to pay them individually. Please add a pay link to the statement for bulk payments.
An error occurred while saving the comment Nikki Velinsky
commented
It does seem crazy that the system automatically sends out statements but then clients don't have the option to pay the full balance and have to pay the invoices individually. For an accounting system this must be one of the most basic functions that should be available?
An error occurred while saving the comment Nikki Velinsky
commented
We have clients who may have multiple jobs with us, all on different dates so it would be good if they could pay their different invoices in one go, rather than individually.
Nikki Velinsky
supported this idea
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360 votes
Hi everyone, we appreciate all your feedback on how we could evolve roles for customers using Xero. As you can see through the ideas on the platform, there are a wide range of combinations of permissions our customers want to see us build. As user roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs.
We’re beginning to conduct research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. Front footing this, the discovery of this work will be long winded and there will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews…An error occurred while saving the comment Nikki Velinsky
commented
Hello all,
I raised this with Xero in April 2023 when the prices were increased. After much emailing back & forth & some conversations with the customer support team I received an email from Richie in the Leadeship team who stated it wasn't part of their near term plans. As it was first raised in 2012, this does seem very poor.
I have recently posted on LinkedIn about this idea as well as the requirment to be able to have different user access levels (other than the all or nothing currently avaliable) If you want to also add your voice to this, hopefully they may be more inclined to listen on that platform? https://www.linkedin.com/feed/update/urn:li:activity:7159090871684988928/An error occurred while saving the comment Nikki Velinsky
commented
Would be really helpful to be able to allocate access to different users, as within the company different employees have different roles and therefore require access levels, to different parts of the accountng system.
Nikki Velinsky
supported this idea
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11 votes
An error occurred while saving the comment Nikki Velinsky
commented
It would be really useful to filter the awaiting payment invoices too, by contact group, for when bulk payments come in.
Nikki Velinsky
supported this idea
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31 votesNikki Velinsky
supported this idea
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464 votes
An error occurred while saving the comment Nikki Velinsky
commented
How many votes does this idea need before Xero will take notice? Since May 22 there have 134.....Please take notice Xero this is critical and would save so much time.
An error occurred while saving the comment Nikki Velinsky
commented
When you search for this option there are about 34 comments by people needing this function, so the voting needs to reflect this.
Nikki Velinsky
supported this idea
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215 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
An error occurred while saving the comment Nikki Velinsky
commented
You can reconcile multiple lines in the Bank transactions tab but you need to enable the function. This article tells you how to do this - https://central.xero.com/s/article/Reconcile-an-account-transaction-without-an-imported-bank-statement#Enableordisablemarkasreconciled
An error occurred while saving the comment Nikki Velinsky
commented
It would really save time, especially for those accounts which don't have a bank feed, to be able to multi select several transactions in the account transaction tab and reconcile. We can already multi select to remove and redo, surely we could have a reconcile option too?
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353 votes
An error occurred while saving the comment Nikki Velinsky
commented
When chasing payments from clients a log of all the communication made including emails is really important.
Nikki Velinsky
supported this idea
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40 votes
An error occurred while saving the comment Nikki Velinsky
commented
Post a payment against multiple bills. At the moment if a receipt comes in from a client I can select multiple invoices and apply a deposit. However if I pay a batch of invoices for a supplier I can't do the same, as if I select multiple bills I can only make a payment, but we don't have the bank linked to pay out of, I just want to record the payment against the invoices.
Nikki Velinsky
supported this idea
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90 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment Nikki Velinsky
commented
In the contacts details there is currently Phone/Fax/Mobile and Direct dial. It would be nice to have one telephone field initially and then be able to select what type of number it is. Then be able to add further numbers if needed, as you can with the Add another person. It would also be good to have Other and be able to type a specific detail. Fax numbers are pretty much obsolete and it would be good to have an accounts contact as well as Head office etc.
Nikki Velinsky
supported this idea
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1,142 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment Nikki Velinsky
commented
As a compnay we supply services to property managers but they need the invoice to go directly to their landlords, to have to create multiple contacts for all the individual properties for the same client would be really complicated and would mean we don't have a proper history for the client as all invoices would be spread across multiple contacts.
Nikki Velinsky
supported this idea
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This is an obvious option. Not sure who needs a statement with overdue invoices and those that are going to be sent out in the future, it make no sense. If you're sending a statement to a client it's to advise what invoices they need to pay, or the balance they owe?