Settings and activity

4 results found

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

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

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product teams regularly come to better understand and see where they can develop solutions for our customers alongside other priorities they're balancing. You'll see in many places we're beginning to see how we can get our community members more involved in research and testing for ideas early on in the development process.

   As soon as there is more news around the teams work in this space we will be back to share this with you all, here.

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product… more

   Jennifer Davies supported this idea  ·  10 February, 2023

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

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   0 comments  ·  For small businesses » Business features  ·  delete…  ·  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  ·  10 February, 2023

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

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Jennifer Davies supported this idea  ·  10 February, 2023

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

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   4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  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  ·  10 February, 2023
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   Jennifer Davies commented  ·  10 February, 2023  ·  Edit…  ·  delete…

   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.

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