Settings and activity
44 results found
-
5 votes
Jo Russell
supported this idea
·
-
209 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
An error occurred while saving the comment -
8 votesJo Russell
supported this idea
·
An error occurred while saving the comment Jo Russell
commented
Each Contact header shows the average number of days that debtor has made payments in the past. This would be useful information to include on the Aged Receivables report when reviewing the likelihood that debtors invoices will be paid on the due date.
E.g. some clients only pay at the end of the month, whether the due date is the 20th or not. Knowing which clients will be paying 10 days after their due dates would help with cashflow forecasting, as would knowing which clients always pay on the due date.
Cashflow forecasting could then be more accurate if the biggest invoice due on the 20th is marked as more likely to be paid on the 31st. -
19 votesJo Russell
supported this idea
·
-
357 votesJo Russell
supported this idea
·
-
14 votesJo Russell
supported this idea
·
-
23 votes
Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
Jo Russell
supported this idea
·
-
13 votesJo Russell
shared this idea
·
-
48 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Jo Russell
supported this idea
·
-
4 votesJo Russell
shared this idea
·
-
684 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
An error occurred while saving the comment Jo Russell
commented
Being able to Schedule custom reports to email out to various team members would save a lot of time, both in the actual sending and in the setting up of reminders in other systems such as Outlook.
It also creates continuity for staff receiving the reports should the usual sender be away for whatever reason.Jo Russell
supported this idea
·
-
5 votes
Thanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look.
Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page.
I'll keep you updated, here 😁
Jo Russell
shared this idea
·
-
173 votesJo Russell
supported this idea
·
-
22 votesJo Russell
supported this idea
·
-
180 votesJo Russell
supported this idea
·
-
271 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
Jo Russell
supported this idea
·
-
1,265 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Jo Russell
supported this idea
·
-
618 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Jo Russell
supported this idea
·
-
45 votesJo Russell
supported this idea
·
An error occurred while saving the comment Jo Russell
commented
This would be great if recurring purchase orders could be set up based on the financial year's budget.
E.g. Annual cleaning costs from Company A for the period Apr-22 to Mar-23 are based on a budgeted figure of $***.xx, with the budget approved by management, therefore a repeating purchase order is set up to match the approved annual budget and only needs to be authorised by a manager once at the beginning of the year. Any bills coming in via the email function (which captures all of the header data automatically) can be matched to that purchase order, within 10% either side of the authorised amount, and therefore all of those bills are pre-approved. -
117 votesJo Russell
supported this idea
·
For Xero Admins, to answer your question why two date fields might be needed: the most common reason for two separate date fields for supplier invoices would be when a supplier invoice is received late, after the month that it relates to has closed. (Perhaps that supplier invoice was expected and an accrual has been raised but potentially not. If an accrual has been raised, it may be for a different amount.)
E.g. The Jan-24 month has been finalised and reports sent out to managers by 10/0224. On 11/02/24, a supplier invoice comes in that is dated 31/01/24.
While that invoice cannot be posted into the closed Jan-24 accounts because it will change the reported numbers, it is still due on the 20th of the month following the invoice date. That is, the 31/01/24 invoice is due on 20/02/24.
Processing the invoice with a Posting Date of Feb-24 will ensure that it is reported in the correct month and won't throw out the Jan-24 accounts. Entering an Invoice Date of 31/01/24 will ensure that the payment date of 20/02/24 appears correctly and would also ensure that the data on the supplier card is correct. Should there be a need to go back to the "Jan-24 invoice" in the future then it can easily be found if the invoice is showing as being dated Jan-24, regardless of when it was posted into the accounts.
I hope this helps.