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940 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
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Corina Hobson
supported this idea
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681 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.
Corina Hobson
supported this idea
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348 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
An error occurred while saving the comment Corina Hobson
commented
Could the batch payment run on the bank feed be split to contact amount on the bank feed. At present I run a batch payment in xero which is quicker and I can send out all the relevant remittance advices to suppliers. However I haven't got a batch facility on my bank so enter these payments manually for each individual supplier.
This means when I come to reconcile the bank I have to delete the xero batch payment run and match up the invoices again via the bank reconciliation. This feels like I am doing the work twice, and notes on suppliers accounts start to look messy with payments being deleted and re added.Corina Hobson
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57 votesCorina Hobson
supported this idea
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1,295 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
An error occurred while saving the comment Corina Hobson
commented
Please can you put an dispute facility on supplier invoices. It is so easy to approve an invoice which has a dispute on it by mistake, and its annoying that they keep coming up when doing the bill approval routine.
I also have some, where some of the invoice has been approved but the other part is under dispute. In order to pay items that are ok I have to approve the invoices, pay part of the invoice, and then have to remember that the balance is under dispute and not pay them. I have marked them as being due well into the future but it would be nice to be able to see easily which invoices/balances are being disputed. Would be good to see these flagged up on the payables credit reports, and able to mark those accounts which are paid by direct debits.Corina Hobson
supported this idea
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288 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
Corina Hobson
supported this idea
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231 votes
An error occurred while saving the comment Corina Hobson
commented
Please do this. Credit notes are not always allocated to specific invoices. It will be better for the supplier to see when they have been taken against payment.
thank you.
Corina Hobson
supported this idea
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agreed