Settings and activity
37 results found
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9 votes
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Debbie Bradley
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15 votesDebbie Bradley
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814 votes
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…
Debbie Bradley
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125 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Debbie Bradley
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36 votesDebbie Bradley
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161 votesDebbie Bradley
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55 votesDebbie Bradley
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94 votesDebbie Bradley
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10 votesDebbie Bradley
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47 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
An error occurred while saving the comment Debbie Bradley
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I also agree with Tina, currently there is no tab, would be useful, I also, as said Tina, have to sort by planned date to see those unscheduled the resort to see in alphabetical list.
Debbie Bradley
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12 votes
Thanks for your idea here, Kerry. Can I ask if there's a speciufic report you'd like to be able to run by Contact group?
An error occurred while saving the comment Debbie Bradley
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Would like to track receipts (and payments) a "group" make - paid/ received via bank only - ie not invoiced.
This is a customer led deposit at will - and while I can do this for each individual client - running by "Group" of contact ensures no-one is missed in large numbers of monthly receipts.Debbie Bradley
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350 votes
Hi everyone, we thoroughly appreciate your input and letting us know your appetite for being able to set the Reply to address for your Xero organisation, here in the idea. As many will have seen with new invoicing, our team have begun testing and making small change to the send experience. While we've been able to make these changes when developing other areas of Xero, we want to be upfront that we don't have a timeframe of when we'll upgrade the email settings page just yet, but this is something we will get to in time - when we do our team will also review the Reply to address options as part of this. So, though there is no movement to share on this just yet please know we will let you know here as soon as there is.
Debbie Bradley
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1,154 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment Debbie Bradley
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7 months on since admin post! - Have you a clearer picture yet? - What is taking so long! Why do this in sales and not in bills? - it really doesn't make sense.
An error occurred while saving the comment Debbie Bradley
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This is CRUCIAL! both for bills and invoices.
Thank you for starting a new thread - again.....
This wipes out all 000's of comments on all previous threads, and starting again is ignoring all our previous requests - Why is such a thing not even in development ideas for bills? i have been following this request since early 2019!
Debbie Bradley
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56 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
Debbie Bradley
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34 votes
Interesting idea - we'll continue tracking interest here. 🙂 In the meantime I did want to highlight how you can send multiple statements at once and may help some here.
While it's not possible to set a default for each contact, you can currently send statements to multiple users at once -
From your Contact lists either select all, or just the contacts you'd like, select the 3 menu dots in the top right of the page where you'll see an option to 'Send statements'.
- When clicked this will take you to the statements screen where you can further refine the lists of contacts you'd like to send a statement too
Debbie Bradley
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160 votesDebbie Bradley
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231 votesDebbie Bradley
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158 votesDebbie Bradley
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173 votesDebbie Bradley
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297 votesDebbie Bradley
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In the Bills awaiting payment I want to remove the "Action" column, showing the
"Make Payment" button but this has been greyed out in the column choices, meaning I can't!
This is something that as a third party add on, is being controversially pushed to purchase with in the invoices systems, and now in the bills sections.
If as an organisation do not we wish to use this, who are Xero to force it to be seen our our accounting records?
It gets in the way of an already busy screen, takes up unnecessary space, and wo betide if you click it accidentally!
Allow me - who pays your fees to option to remove anything/everything that is not relevant to our business. This is nothing more than forced advertising, any other website I could report as being spam!