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  1. 197 votes

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    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

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    Heather Barclay commented  · 

    Rather than faff about with that, Kelly, it would be a lot easier if the software was able to just do the bulk update without users having to update templates whenever they need changes like this.

    If there's "no way at the moment", when will there be? "We hear you and we ignore you" is not responsive customer service.

  2. 3 votes

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    Heather Barclay supported this idea  · 
  3. 2 votes

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    Heather Barclay supported this idea  · 
  4. 3 votes

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    Heather Barclay supported this idea  · 
  5. 13 votes

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    Heather Barclay commented  · 

    It took me a long time and much frustrating searching before I discovered that the well understood term "payment on Account" was named "Overpayment" in Xero. While I understand that "overpayment" is the term used in New Zealand and Australia, isn't is possible to support international variations on the term? I log into Xero UK. Why can't the version of the software I use (which copes with specific UK functions such as our VAT setup) also cope with the concept of "Payment on Account"?

  6. 607 votes

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    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!

    Heather Barclay supported this idea  · 
  7. 287 votes

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    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
    Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!

    Heather Barclay supported this idea  · 
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    Heather Barclay commented  · 

    This would be a real time saver

  8. 45 votes

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    Heather Barclay supported this idea  · 
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    Heather Barclay commented  · 

    In the bank reconciliation window, it would be really helpful if the "find and match" feature allowed searching by date range as well as name, reference and amount. This is particularly important where there are a high volume of individual payments of the same amount over a long period of time. This would speed up clean-up work significantly.

  9. 257 votes

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    Heather Barclay commented  · 

    This would save me hours every month!

    Heather Barclay supported this idea  · 
  10. 16 votes

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    Heather Barclay supported this idea  · 
  11. 3 votes

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    Hi Heather, while maybe slightly brash do appreciate the feedback. 

    With your added detail we're happy to have the idea in the forums here that we can get a feel for the appetite on - You're always welcome to reply to an update I've shared on an idea too and we can review this. 


    Please understand it's not my intention to inhibit customer feedback, but will do our best to highlight and share places where features and capability in the product do exist but may just be unknown by users. 

    Heather Barclay shared this idea  · 
  12. 949 votes

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    Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏

    We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.

    Right now there are no specific time frames available as to when this might be worked on, but…

    Heather Barclay supported this idea  · 
  13. 53 votes

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    Heather Barclay commented  · 

    At present, only 5 bills can be posted each month using Xero starter. This is unrealistically low. If business can post 20 sales invoices, why can't the number of bills be increased to match? The jump in price between Starter and Xero is quite steep for new small businesses, and they are more likely to go to a rival software that offers more features and functionality for a very small price increase than to upgrade to standard.

    Heather Barclay supported this idea  · 
  14. 183 votes

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    Heather Barclay supported this idea  · 
  15. 53 votes

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    Heather Barclay supported this idea  · 
  16. 15 votes

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    Hi team, reviewing this idea our team are exploring the possibility of adding the ability to add a number of Freeform Notes in some of the Financial statements for FRS102 1a as part of our plans to improve the Notes & Disclosures and offer greater flexibility. We'll round back to share once we have confirmation for you all. 🙂

    Heather Barclay supported this idea  · 
  17. 58 votes

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    Heather Barclay supported this idea  · 
  18. 523 votes

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    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.

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    Heather Barclay commented  · 

    At present, the only way to allocate a credit note or overpayment is by opening the CN/OP, then selecting an invoice from the list that appears. When there are a lot of credit notes or overpayments from a particular supplier, mostly for small amounts, this is very cumbersome and time consuming. It would be helpful to add an additional method of allocation by opening an invoice, selecting a newly addded option to "use CN/OP" then allocate all credits or overpayments on the list that apply to that invoice. I have a client with a supplier who demands he pay upfront for his orders, then periodically allocates the credits and overpayments against an order which can be hundreds of pounds. This can mean opening up to thirty or forty overpayments and credits to clear the invoice. Being able to work directly from the invoice would save a lot of time.

    Heather Barclay supported this idea  · 
  19. 562 votes

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    Hi community, to continue sharing on our development of einvoicing in the UK - we've now released our first part of this experience. So, if you have registered for einvoicing, you'll be able to edit your billing contact to select to 'Receive Xero subscription bills as einvoices where you'll just need to enter your businesses VAT. As mentioned in my last update - we're still developing this experience, and coming up will be the ability to choose this option from the online invoice itself. I'll loop back when this is released.

    Heather Barclay supported this idea  · 
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    Heather Barclay commented  · 

    Natasha Hamlet - this is what we all have to do every month. You can't even just forward the e-mail to Hubdoc, which would be straightforward. What is being suggested is that rather than using this longer process, Xero instead give the option of something similar to the network key that allows us to send clients' invoices direct into Xero. It would be much quicker than opening the e-mail, logging into Xero (you have to log in again, even if you have Xero open in another window), enter username, password, then three-step authentication before you can download the invoice. The process takes twice as long if you have clients on Accountant Only packages, too, as they come in a separate invoice.

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    Heather Barclay commented  · 

    This is a no-brainer. I can use the Xero network key to send my invoices directly to my clients' Xero accounts, so why do I have to open an e-mail then follow a link to download my invoice from Xero? Even sending the invoice direct to my Hubdoc e-mail would be better.

  20. 302 votes

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