Settings and activity
11 results found
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24 votes
Sarah Verge
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24 votesSarah Verge
supported this idea
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1,082 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 An error occurred while saving the comment Sarah Verge
commented
I'd like to be able to mark those bills that are going to be paid by Direct Debit, so that I don't pick them up in a payment run by accident. If I was approving bills straightaway, I'd add the Direct Debit payment when processing the bill, but all bills go for approval via ApprovalMax, so that's not possible.
An error occurred while saving the comment Sarah Verge
commented
Being able to flag purchase invoices (bills) as being in dispute was a feature in the pre-Windows version of Sage in the 1980s - I am that old! - which tells you that it's fundamental to a basic accounting system.
Kelly, you ask why it's so important: well, unless a bill is approved in Xero it doesn't hit the ledgers, so the expense and liability aren't reflected in the accounts and the VAT that could be reclaimed isn't picked up by the VAT return in Xero. However, there's often something wrong with a bill that involves some to-ing and fro-ing with the supplier, which means that it should be excluded from payment runs.
The only way I've found round this is to use the 'planned date' functionality and just not enter a date for something in dispute.
Sarah Verge
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565 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
An error occurred while saving the comment Sarah Verge
commented
I need to send weekly reports to 40 individual budget holders (we're a school, so each subject has a separate budget) to enable them to see how their actual expenditure is tracking against budget. It's not feasible to do this manually, so I am using an add-on, which isn't entirely satisfactory.
It's frustrating when work is done on Xero to 'improve' on existing functionality when there are still basic features - like scheduled reporting - missing.
Sarah Verge
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610 votes
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.
An error occurred while saving the comment Sarah Verge
commented
I agree with Claire and Luke. It's important that, when setting up suppliers' payments, it's possible to select both the outstanding invoices and credit notes. Currently, credit notes have to be allocated against random invoices first, which means that it's not possible to produce a remittance advice showing which credit notes have been used or why there's an underpayment on some invoices. This is basic functionality.
An error occurred while saving the comment Sarah Verge
commented
The biggest problem for us is that you can't produce a remittance advice for a supplier that shows the invoices and the credit notes separately. All they see is that we are part-paying an invoice or that an invoice is missing altogether, so they have to guess that we've allocated a credit note.
Sarah Verge
supported this idea
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186 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
Sarah Verge
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459 votesSarah Verge
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102 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
Sarah Verge
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16 votesSarah Verge
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677 votes
Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊
While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.
I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.
Sarah Verge
supported this idea
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An error occurred while saving the comment Sarah Verge
commented
This is really important to us as we have no way of attaching documentation to fixed assets that existed before we moved to Xero or attaching warranties, photos and instruction manuals.
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664 votes
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!
Sarah Verge
supported this idea
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My business has a turnover of £11m+ and I deal with a considerable volume of bills. There's nothing wrong with the add/edit bill pages in my experience. I assume you are going to make them look like [sales] invoices, the changes to which have made my job more difficult.
What would dramatically improve my working life is the bills list indicating which bills are to be paid by Direct Debit/credit card. This should be a flag on the contact's record, so a default method could be set, but it should be possible to pick the method or overwrite the default for individual bills. It's also important to be able to flag bills that should be excluded from a BACS payment run for any other reason, such as a dispute or because a credit note is awaited.