Settings and activity
36 results found
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1 vote
Ingeborg Keane
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4 votesIngeborg Keane
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25 votesIngeborg Keane
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8 votesIngeborg Keane
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10 votes
Hi Stephen, appreciate your feedback from this other idea on reconciling to a statement. I've turned this into a new idea that we can begin to track in the forums here and get a sense of the community support for.
Our product team are considering additional functionality including the ability to attach a PDF bank statement to a period however we want to be upfront that we don't have any immediate plans for it just yet. I'll keep you looped in if there are any updates.
An error occurred while saving the comment Ingeborg Keane
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5 votes
Hi Rob, if you click the Find & Match text above the right hand side of the match this'll pop open the Find & Match modal where you can quickly open the invoice in another tab to check it's details.
Is this what you were after?
Ingeborg Keane
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25 votesIngeborg Keane
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6 votesIngeborg Keane
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11 votesIngeborg Keane
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31 votesIngeborg Keane
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17 votesIngeborg Keane
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10 votes
Is there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
Ingeborg Keane
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115 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Ingeborg Keane
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58 votesIngeborg Keane
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66 votesIngeborg Keane
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814 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Ingeborg Keane
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72 votes
Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
An error occurred while saving the comment Ingeborg Keane
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i have close to 800 products, each and every one has ONLY 1 supplier (with the exception of perhaps 100 items, just to complicate things) - but there are 400+ suppliers its AWFUL trying to figure out who supplies what!
not to mention it would be really useful top be able to report what items belong to what supplierIngeborg Keane
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14 votesIngeborg Keane
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55 votesIngeborg Keane
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1,155 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…
Ingeborg Keane
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i hate reconciling a batch payment and then having to search for an invoice, scroll down to the bottom, click on the payment, then add a document relating to the payment. just let me add it at the point of reconciliation PLEASE