Settings and activity

11 results found

1. Batch payments - Ability to include credit notes

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   128 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

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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

    1,261 votes

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    406 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

    Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

    As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

    We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

    One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

    Tasha S. supported this idea  ·  15 September, 2023