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14 results found
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1 vote
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Sarah Verge
shared this idea
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24 votes
An error occurred while saving the comment Sarah Verge
supported this idea
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87 votes
An error occurred while saving the comment Sarah Verge
commented
I'd still like this feature, but my workaround is to put a sort code of 999999 and an account number of 99999999 in the financial details of the contact record, which then appear when I set up a batch for payment and have accidentally included invoices due to be paid by Direct Debit, so they can easily be removed.
An error occurred while saving the comment Sarah Verge
commented
It's so easy to accidentally include a bill that's due to be paid by Direct Debit in a BACS run. When I was approving bills myself, I would add the bill payment at the same time for the date the DD was due, but I can't do that now that I submit bills for approval (they go via ApprovalMax). I need to be able to flag that a bill is to be paid by DD at the point of entry. This seems like such a simple feature to add.
Sarah Verge
supported this idea
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737 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
An error occurred while saving the comment Sarah Verge
commented
What is on the roadmap if it's not features that users need? Like many others, I'm paying for a third-party app to cover this gaping hole in Xero's functionality (one of several basic features that are missing). You say you want to hear from people who'd find this useful, but surely it's only one-man bands who wouldn't? My use case is that I need to send weekly reports to multiple budget holders, so that they can see how actuals are tracking against budget. I have several other reports to send to other stakeholders too.
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
supported this idea
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8 votes
An error occurred while saving the comment Sarah Verge
commented
I've set up a new VAT codes to manage this. The relevant transactions then appear together on the VAT return report and I can manually adjust the VAT return.
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28 votesSarah Verge
supported this idea
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265 votes
Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.
We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.
We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.
As many of you have noted, right now you'll need to manually untick the box for each journal entry.
If any change is planned for this we'll be sure to share with you all, here.
Sarah Verge
supported this idea
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1,208 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 Sarah Verge
commented
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.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
supported this idea
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789 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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239 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
supported this idea
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497 votesSarah Verge
supported this idea
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114 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
Sarah Verge
supported this idea
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26 votesSarah Verge
supported this idea
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730 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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I've abandoned Projects in Xero for the same reason.