Settings and activity
18 results found
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23 votes
Christine Ashton
supported this idea
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45 votes
An error occurred while saving the comment Christine Ashton
supported this idea
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47 votesChristine Ashton
supported this idea
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38 votes
An error occurred while saving the comment Christine Ashton
commented
How can you have replaced the classic Expense Claims system with Expenses and not written a report for keeping track of those expenses? Not all approvers of Expenses need Xero access. How are you supposed to review old expenses paid to ensure nothing has been missed? Very disappointing that such a report was not considered critical when introducing the new design, thoroughly annoying when nothing has been done about it once it has been brought to your attention. Please don't assume the fact that people aren't voting for it reflects a lack of importance - this is another example of a basic accounting/bookkeeping/business management tool that is missing in action from Xero.
Christine Ashton
supported this idea
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917 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
An error occurred while saving the comment Christine Ashton
commented
Records become so inaccurate when you have to allocate credit notes to invoices/bills to which they do not relate. Not to mention the time wasted having to do this step before you can create the batch payment or reconcile a payment from the bank account.
Christine Ashton
supported this idea
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169 votes
Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.
For moving between pages of a list, there are a couple of other features that may be useful, such as;
- Increasing the # of items that are shown per page (available from the bottom of the page)
- On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
- Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll…
Christine Ashton
supported this idea
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69 votes
Hi everyone, thanks for sharing how important it is for your business to have monthly salaried employees complete timesheets for tracking and reporting purposes, without impacting pay run calculations.
Some of you have found workarounds like approving timesheets after processing pay runs, although this may create challenges down the line.
Our product team is currently undertaking a wider review of timesheets, and this idea will be included in that process. Therefore we're updating this idea to Accepted. We'll keep you updated if there are any developments on this.
An error occurred while saving the comment Christine Ashton
commented
Really need this to ensure compliance with annual review of hours worked versus compensation for employees on a salary.
Christine Ashton
supported this idea
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9 votesChristine Ashton
shared this idea
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183 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
An error occurred while saving the comment Christine Ashton
commented
The number of times the user pushing receipts across from Hubdoc to Xero gets the credit card wrong has to be seen to be believed. Would love to be able to correct this as an edit!!!!
Christine Ashton
supported this idea
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355 votes
Hi everyone, we appreciate the continued trend in support through this idea, and feedback to my last update. We recognise how valuable it is to have clear visibility of your customer payment performance, so you can quickly review payment dates and days late across customers without needing to check each contact individually.
We want to share that we’re currently working on reports to give businesses better visibility of payment performance, with our initial focus on the supplier side through a new 'Supplier days to pay detail' report showing historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for the Sales side with customer payment performance.
I’ll return to share as work on customer reporting is picked up and progresses. Thanks
Christine Ashton
supported this idea
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215 votes
Thanks for everyone's feedback and the strong support for a report that shows average days to pay by customer. We know this visibility is important for businesses wanting to identify habitual late payers and make better credit and cash flow decisions.
Right now, we've begun work to develop reports that improve visibility of payment performance. Our immediate focus on the supplier side and a new Supplier days to pay detail report that'll show historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for customer payment performance, which will solve the needs in this idea.
I'll be back to update you all here as work for customer reports gets underway. 🙂
An error occurred while saving the comment Christine Ashton
commented
Want to be able to forecast cash flow based on customers' historical payment patterns rather than due date of invoices.
Christine Ashton
supported this idea
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9 votesChristine Ashton
supported this idea
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266 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
Christine Ashton
supported this idea
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55 votes
An error occurred while saving the comment Christine Ashton
commented
We send all of our customer invoices as Repeating Invoices to access the Auto Pay feature so saving as a draft first, to then go into each invoice individually for a second time to attach the supporting documentation, is not an option. It is so unprofessional, not to mention time consuming and inefficient, to have to send another copy of the invoice (after it has been paid) to say “oh, by the way, here is the evidence for the charges we collected earlier today”.
Christine Ashton
supported this idea
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27 votes
An error occurred while saving the comment Christine Ashton
commented
Absolutely agree with this. I need to be able to see the entire Reference for each invoice to be able to differentiate between them.
Christine Ashton
supported this idea
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72 votes
An error occurred while saving the comment Christine Ashton
commented
Constantly having to hold over Repeating Invoices as Drafts instead of sending immediately for Stripe Payment as have to apply any applicable credits before sending - lose at least one day before getting paid.
Christine Ashton
supported this idea
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95 votes
Hi everyone, thanks for your feedback on having approved timesheets not override the pay template.
We appreciate you sharing how important this is for your payroll processes, to avoid manual payslip corrections.
Some members have shared alternative processes, such as keeping the timesheets in 'Draft' until after the pay run is posted.
We are moving this idea to Accepted to include it in a wider review of timesheets currently being scoped by our product team. Please note, this status does not confirm a timeline for development. We will update you here on any developments.
Christine Ashton
shared this idea
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6 votesChristine Ashton
shared this idea
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Why are Expense Claims in a different currency from the base currency not recorded with both currencies in the created Bill to be paid. The exercise of going into each expense so that I can reimburse the purchaser in their home currency is so time consuming. All of the information is within Xero. Please include it in the Payable Reports.