Settings and activity

11 results found

1. Batch payments - Ability to include credit notes

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

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently may improve the process for some customers. 

   We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently… more

   Tasha S. supported this idea  ·  11 May, 2024

2. Hubdoc - Conjunction with Xero Projects

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   submitted  ·  77 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Tasha S. commented  ·  17 April, 2024  ·  Edit…  ·  delete…

   This would be a huge asset to include with hubdoc and level up with competitors

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   Tasha S. supported this idea  ·  15 July, 2022

3. Projects - Ability to bulk assign bills to Project

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   submitted  ·  49 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Tasha S. supported this idea  ·  17 April, 2024

4. Bank Feeds - Customise fields in the Account Transactions tab

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tasha S. supported this idea  ·  06 April, 2024

5. Bank Reconciliation: Add the ability to search by contact account number when matching transactions

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   submitted  ·  19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tasha S. supported this idea  ·  06 April, 2024

6. Find and Recode - Include option to Remove and Redo

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   submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tasha S. supported this idea  ·  06 April, 2024

7. Find and Recode - Edit payment Bank Account

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   submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tasha S. supported this idea  ·  06 April, 2024

8. Find and Recode - Sort on Find and Recode by description

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   submitted  ·  46 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tasha S. supported this idea  ·  06 April, 2024

9. Chart of Accounts - Include tax rate in US chart of accounts

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   submitted  ·  0 comments  ·  For accountants & bookkeepers  ·  delete…  ·  Admin →
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   Tasha S. supported this idea  ·  27 March, 2024

10. Chart of Accounts - Ability to lock individual accounts

    32 votes

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

    Thanks for your idea, Sarah - We'll get a sense of the interest here.

    Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this? 

    Tasha S. supported this idea  ·  27 March, 2024

11. Contacts - Allow multiple addresses for a single contact record

    1,269 votes

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    418 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

    We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

    We appreciate your patience as we work through the complexities of adding this to ensure a robust and user-friendly solution. We'll provide further updates as we move forward with the development.

    Thank you again for your passionate feedback and for helping us prioritise the features that matter most to your businesses.

    Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.

    We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.

    We appreciate your patience as we work through the complexities… more

    Tasha S. supported this idea  ·  15 September, 2023