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

    965 votes

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    193 comments  ·  For small businesses » Business features  ·  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…

    Jennifer Davies supported this idea  · 

  2. Account transactions - Option to Remove and Copy a transaction

    2 votes

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

    Interesting idea, Gary - will be good to get a sense of the interest in this. Can you share more detail of scenarios you're finding you encounter where you need to   copy a transaction to a new one when removing it? 

    Is there a reason editing is not an option?- Or would this commonly be with a payment transaction against an invoice/bill?  

    Jennifer Davies supported this idea  · 

  3. Banking | Account Transactions - Show # of unreconciled transactions

    14 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Jennifer Davies supported this idea  · 

  4. Top Customers Report - Ability to show chart in Net figures

    11 votes

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Aaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here. 

    In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂

    Jennifer Davies supported this idea  · 
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    Jennifer Davies commented  · 

    Please can you look at why the report is including receipts posted as Overpayments eg if a customer has paid before the sales invoice was raised? This also makes the Net report NOT agree to turnover.
    Thanks.