Settings and activity

7 results found

1. Lock Dates - Allocate Credit Notes to Invoices before a Lock Date

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   submitted  ·  13 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Janine Hutchinson supported this idea  ·  19 September, 2023

2. Batch payments - Ability to include credit notes

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   submitted  ·  54 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Janine Hutchinson supported this idea  ·  17 July, 2023

3. Bills - Flag a Bill as 'in dispute / query'

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   190 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   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 thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊

   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… more

   Janine Hutchinson supported this idea  ·  17 July, 2023

4. Xero Tax (UK) - Make available to businesses, not only to Partners

   109 votes

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   60 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi everyone, though appreciative of the idea. This is a function available through the Xero Tax Product with a Xero advisor, and we don’t have plans for developing this capability from within a Xero organisation.

   You can find an advisor to suit your full business needs through Advisor Connect.

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   Janine Hutchinson commented  ·  14 January, 2023  ·  Edit…  ·  delete…

   I agree I am a qualified chartered accountant who works for a small company but we have to pay a large fee to an accountant to take our figures and put them into a statutory format

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5. Remittance Advice - Show all credit notes and invoices

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   submitted  ·  62 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Janine Hutchinson commented  ·  29 November, 2022  ·  Edit…  ·  delete…

   Definitely needed. It is confusing to send a remittance advice to a supplier with the credit note already allocated against one of the invoices.

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   Janine Hutchinson supported this idea  ·  29 November, 2022

6. User Role - Access to Products & Services (Inventory) and Purchases/Sales only

   209 votes

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   submitted  ·  117 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Janine Hutchinson commented  ·  18 October, 2022  ·  Edit…  ·  delete…

   We have an employee in the business who chases debts. But she cannot run a debtors list so I have to print one out every time she wants an update. It would be great if there was a tick box like in Dear inventory to add many different levels of access

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   Janine Hutchinson supported this idea  ·  18 October, 2022

7. Sales invoices - Flag an invoice as 'in dispute / query'

   398 votes

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   119 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 the interest for each of these areas moving forward and communicate any change for these ideas on each respectively. Thanks

   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… more

   Janine Hutchinson supported this idea  ·  26 July, 2022