Settings and activity
23 results found
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6 votes
Tanya Meldrum
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12 votes
An error occurred while saving the comment Tanya Meldrum
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513 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.
Tanya Meldrum
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3 votes
An error occurred while saving the comment Tanya Meldrum
commented
Add a column in the cash coding screen so that spend and receive money transactions can be allocated a product or service code, which would then auto fill the default description, account and tax rate that applies to that product/service. But, WITHOUT changing the transaction amount, where that product/service has a $0 amount set up.
Or
At least add the item field to the create tab on the reconcile screen, so that the requirement to go to the "add details" screen is eliminated.
Huge time saver!
Tanya Meldrum
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31 votesTanya Meldrum
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2 votesTanya Meldrum
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71 votesTanya Meldrum
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43 votesTanya Meldrum
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3 votesTanya Meldrum
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18 votesTanya Meldrum
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9 votes
Hey Jacqui! Thanks for sharing your ideas 😊
We try to keep it to one suggestion per Product Idea, so I've updated your title to reflect the first suggestion in your post.
With your second suggestion, I've found this similar idea that you might like to vote on. If not, feel free to create a seperate post for your spend money idea!
Tanya Meldrum
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97 votes
Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
Tanya Meldrum
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167 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Tanya Meldrum
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462 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Tanya Meldrum
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320 votesTanya Meldrum
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434 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Tanya Meldrum
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686 votes
Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.
As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.
With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.
Tanya Meldrum
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567 votesTanya Meldrum
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944 votes
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…
Tanya Meldrum
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293 votesTanya Meldrum
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I agree. Creating a non-reportable allowance through a reimbursement item is just not correct. And of course, it shows up in the reimbursements section of the payslip. No, just no.