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6 results found
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425 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Aleshia Rex
supported this idea
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577 votes
Hi community, We're excited that enhancements to your bank reconciliation experience in Xero are in the process of being rolled out! Some may notice you can now effortlessly search and filter statement lines based on your preferred criteria, giving you ultimate control and efficiency. Plus you’ll be able to view more statement lines on your screen - up to 50 unreconciled statement lines on one page. 🚀
Worth noting here with the interest in getting a narrower view of statement lines that need reconciling on a given or between certain dates - you’ll find with the more option to the right of Search you’ll be able to set a date range and filter down your view 😁If you don't quite have the new features yet, I can assure you they are coming soon, as we ramp up the release of this to everyone over the next few weeks. I'll…
Aleshia Rex
supported this idea
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506 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Aleshia Rex
supported this idea
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27 votesAleshia Rex
supported this idea
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An error occurred while saving the comment -
17 votes
An error occurred while saving the comment Aleshia Rex
commented
Having the option to apply a bank rule to any transaction as a one off even when it doesn't automatically meet the requirements for the rule.
It would mean that the random one off payments don't need adding to the rule but you can just apply the coding to it.
E.G having a "software" rule in place for ongoing subscriptions but then the client buys something as a one off - Simply apply "Software" rule to this transaction.
Or a transaction that already has a rule comes through with slightly different details meaning it wont automatically apply the rule - Go to a drop down menu and apply said rule to the transaction.
Aleshia Rex
supported this idea
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9 votes
An error occurred while saving the comment Aleshia Rex
commented
The Ability to push compatible docs from Xero Files to Hubdoc.
Currently you can only download Xero files one by one and you cannot sync this with HubDoc. I am currently in the predicament when a client has accidently uploaded hundreds of receipts to Files not Hubdoc and I have to tediously download each one!
Hubdoc has a "Push to Files" option, why not have it work both ways
Aleshia Rex
supported this idea
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Agreed, Pro Forma should be an option. I feel it should be under the save option - "Save as Pro Forma"
Its not good enough to come up with a "work around" to use a standard business function - if a business already uses Quotes as part of their invoicing process you can't even use the below work around and have to use the Draft invoice status to make a pro forma.
Seems like such a small middle step between quote and invoice.