Settings and activity
8 results found
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347 votes
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Catherine Guiver
supported this idea
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272 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
An error occurred while saving the comment Catherine Guiver
commented
This seems pretty basic to me
Catherine Guiver
supported this idea
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412 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Catherine Guiver
commented
In support of the comment by Michelle D, I feel that there are many user suggestions on here, and Xero never seem to do anything about any of them. We thought this system would be a cloud based improvement on Sage, but it really isn't, and many of the features that we bought into turn out to be so low level as to be worthless. We're very disappointed.
Catherine Guiver
supported this idea
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111 votes
Hi all, while it's really great to see how many of our users are making use of automating reconciliation by setting up Bank Rules, priorities lye in other areas of Bank Reconciliation for the team at present.
We know where our customers would like to see our attention when we have resource to broaden horizons in the space of Bank Rules and Overpayments will be high on this list when the time comes.
To confirm there is no work planned atm, but we'll share if and when this changes.
Catherine Guiver
supported this idea
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704 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Catherine Guiver
supported this idea
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35 votes
Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
An error occurred while saving the comment Catherine Guiver
commented
I want to generate a report that shows what we have been paid in the past month (as opposed to what we have invoiced). The information is in Xero already, all paid invoices are marked as such when we do the bank reconciliation, but it doesn't seem possible to run a simple report showing all payments in across a specified time period. This was a simple report in Sage.
Catherine Guiver
supported this idea
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204 votes
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234 votes
An error occurred while saving the comment Catherine Guiver
commented
Better reporting is one reason why we wanted to move from Sage to Xero, I'm very disappointed that this is not available to us, it doesn't seem hard to add in.
again, this doesn't seem that hard to fix and would make things much easier for the user.