Settings and activity
5 results found
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641 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Aleshia Rex
supported this idea
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820 votes
Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.
We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.
We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.
You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.
When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),…
Aleshia Rex
supported this idea
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131 votesAleshia Rex
supported this idea
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An error occurred while saving the comment -
27 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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12 votes
Hi team, though we appreciate the use you'd find in being able to connect or send Xero Files to your cloud storage we want to be open that this isn't in our short terms plans.
We're keen to keep getting an understanding of interest in the capability, and will share if there are any updates or progress of this, here.
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.