Settings and activity

5 results found

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

   486 votes

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   270 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   In development  ·  AdminMukti Prabhakar (Admin, Xero) responded

   Hi Community! 👋

   Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.

   I look forward to updating you as we make progress 🙂 🙏

   Kate Hughes supported this idea  ·  18 July, 2023

2. Bank Reconciliation: Cash Coding - Bank Transfers

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   160 votes

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   submitted  ·  43 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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3. Batch Payments: Show customer names in Bank Reconciliation instead of 'multiple items'

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   93 votes

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   submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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4. Sales Invoices - Ability to print invoices in Xero in one click

   91 votes

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   submitted  ·  25 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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5. Bills - Flag a Bill as 'in dispute / query'

   1,470 votes

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

   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 being resolved.
   • Update the reference to add a notation such as [reference number] - Do not pay
   • Adjust the planned date to be very far out in the future

   We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

   We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

   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… more
   An error occurred while saving the comment
   Kate Hughes commented  ·  01 July, 2022  ·  Edit…  ·  delete…

   Would love to see this added!

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