Settings and activity
34 results found
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1 vote
Ingeborg Keane
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5 votesIngeborg Keane
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25 votesIngeborg Keane
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8 votesIngeborg Keane
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13 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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12 votesIngeborg Keane
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23 votesIngeborg Keane
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11 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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119 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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60 votesIngeborg Keane
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66 votesIngeborg Keane
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828 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
commented
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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20 votesIngeborg Keane
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56 votesIngeborg Keane
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1,168 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…
Ingeborg Keane
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209 votes
Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
Ingeborg Keane
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21 votes
Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
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