Settings and activity
15 results found
-
459 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
An error occurred while saving the comment An error occurred while saving the comment 
Kellie Galati
commented
This would be awesome and also for payroll rather than going between payroll and bank
Kellie Galati
supported this idea
·
-
69 votes
Moving along with the project, our team are now in the process of developing a new send modal that'll enable you to cc and Bcc when using the new invoicing experience. 😊
We're not too far off with this work and I'll continue to keep you updated on news for this, here!
An error occurred while saving the comment Kellie Galati
commented
I'm not sure I am on the right path. I recently added more people to the contact and that way when sending purchase orders etc their names are all there. If there are some I don't need I just delete from the line before I hit send. Or even add another person.
-
45 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Kellie Galati
supported this idea
·
-
76 votesKellie Galati
supported this idea
·
-
140 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
An error occurred while saving the comment Kellie Galati
commented
Yes this is critical. I can buy things one week and a few weeks later and continually changing price. If I have 10's of items on the bill and have to update after that is extremely tedious. If we could have the ability to update on the purchase order and our the bill/ invoice and this is updated in products and services. That would save so much time
Kellie Galati
supported this idea
·
An error occurred while saving the comment Kellie Galati
commented
I totally agree, I have to highlight my invoices to keep aside for when I have finished, then go into products and services and update each line individually. Would be so much easier if when changing price on purchase order or bill/invoice for a line item, it updates for those products in inventory.
-
398 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
Kellie Galati
supported this idea
·
-
94 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
Kellie Galati
supported this idea
·
-
401 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Kellie Galati
supported this idea
·
-
917 votes
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…
Kellie Galati
supported this idea
·
-
4 votesKellie Galati
shared this idea
·
-
66 votesKellie Galati
supported this idea
·
-
107 votes
Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.
As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.
Kellie Galati
supported this idea
·
-
38 votes
An error occurred while saving the comment Kellie Galati
commented
We don't have many employees at the moment, but would love for xero to automate an employee number
Kellie Galati
supported this idea
·
An error occurred while saving the comment Kellie Galati
commented
Is this something that is going to happen?
-
19 votes
An error occurred while saving the comment Kellie Galati
commented
Very important to streamline business
An error occurred while saving the comment Kellie Galati
commented
Please can you make the standard Invoice templates more user friendly to be able to update the actual templates (currently cannot access those) have to make custom ones to enable change of all things like headings, wording, Contact details etc.
Kellie Galati
supported this idea
·
-
9 votes
An error occurred while saving the comment Kellie Galati
commented
To make this a legal Estimate rather than a Quote, all fields need to say Estimate, not quote.
Kellie Galati
shared this idea
·
.png){kind=link}
I am finding so many useful features change to useless ways of doing things... bit over it to be honest.