Settings and activity
15 results found
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2 votes
Lee Jaques
supported this idea
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An error occurred while saving the comment -
14 votes
An error occurred while saving the comment Lee Jaques
commented
Absolutely agree, the new report creates an extra step having to change the filters every time. I run this report multiple times a day and it's creating extra work which is very irritating.
I logged a support ticket with Xero as I'd assumed there was a way to change the default date range, but the response was "At the moment the new reports default in that manner and it not possible to edit them. However as these are new reports we are taking all new feedback on the reports."
It seems to be a theme with Xero that they make changes nobody seemed to ask for, then respond to any resulting feedback with 'we've no plans to change this'
Lee Jaques
supported this idea
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180 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Lee Jaques
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396 votesLee Jaques
supported this idea
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335 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Lee Jaques
supported this idea
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13 votes
Hey team, appreciate the support in this idea. We understand that you'd like to have a current column to to be able to view customers with a nil balance.
Being transparent, this isn't in our plans for the immediate future, but we'll continue to keep our eyes on the support for this idea here. Thanks
An error occurred while saving the comment Lee Jaques
commented
Likewise I have no idea why this is considered an 'improvement' and has proved deeply frustrating, adding extra work to my reporting process.
I also export this report for multiple entities and drop it into a common spreasheet and I now have to check each one individually and make manual adjustments when the Current column doesn't appear.
I would have thought that having a consistent and fixed report format is a relatively basic function, Xero have clearly given no thought to how this report is being used.
Sadly I am not holding my breath as Xero appear to take very little notice of the feedback they are consistently given on this forum.
Lee Jaques
supported this idea
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278 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
An error occurred while saving the comment Lee Jaques
commented
I looked at Xero Expenses recently to replace our current process and this is one of the main reasons I decided against it - seems a basic requirement
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179 votesLee Jaques
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184 votesLee Jaques
supported this idea
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493 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Lee Jaques
supported this idea
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1,177 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
An error occurred while saving the comment Lee Jaques
commented
This is a pretty basic requirement of an accounting system, as well as being able to add a clearly visible note to log the dispute. It would also be useful to be able to run reports on bills in dispute.
Lee Jaques
supported this idea
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487 votes
An error occurred while saving the comment Lee Jaques
commented
This is a pretty basic requirement of an accounting system, as well as being able to add a clearly visible note to log the dispute. It would also be useful to be able to run reports on invoices in dispute.
Lee Jaques
supported this idea
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106 votesLee Jaques
supported this idea
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271 votes
Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
Lee Jaques
supported this idea
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1,289 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…
Lee Jaques
supported this idea
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Noticed this now shows on the new style Contact layout, however when you view the CIS table on the Financial Details tab, the deduction rate isn't displayed and you have to click Edit to view the contact record.
Seems a bit counter intuitive and would be very useful to have the deduction rate displayed along with the other info.