Settings and activity
17 results found
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2 votes
Lee Jaques
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13 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
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169 votesLee Jaques
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347 votesLee Jaques
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282 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
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10 votes
Thanks for the feedback and raising as an idea here, Katie. We initially made this change based on customer feedback.
Appreciate how different businesses have differing needs and we'll keep an eye on the interest of this build here, however want to be open that there are no immediate plans for adding a Current column back to these reports at this stage.
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
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176 votes
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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141 votesLee Jaques
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141 votesLee Jaques
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317 votesLee Jaques
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909 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
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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398 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 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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963 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
Lee Jaques
supported this idea
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70 votesLee Jaques
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157 votesLee Jaques
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963 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.…
Lee Jaques
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618 votes
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
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.