Settings and activity
37 results found
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193 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.
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Debbie Bradley
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13 votes
Appreciate your feedback on this here, everyone. This has been shared with our product team.
They did thoroughly consider how and where this prompt was shown in the product, and I want to be open that we don't have any plans for enabling the ability to hide the Make Payments option from this screen.
An error occurred while saving the comment Debbie Bradley
commented
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!
Debbie Bradley
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29 votesDebbie Bradley
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842 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
Debbie Bradley
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53 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
Debbie Bradley
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185 votesDebbie Bradley
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99 votesDebbie Bradley
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10 votesDebbie Bradley
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50 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
commented
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
commented
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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359 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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1,188 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
An error occurred while saving the comment Debbie Bradley
commented
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
commented
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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62 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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36 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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166 votesDebbie Bradley
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237 votesDebbie Bradley
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158 votesDebbie Bradley
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181 votesDebbie Bradley
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313 votesDebbie Bradley
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266 votesDebbie Bradley
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Please update your priorities! - this has been requested since 2012! that's 13 years of being ignored. And especially as over those years the digital uptake in business documents is HUGE! - This is vital! Please provide an update from Xero!