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11 results found
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739 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…
An error occurred while saving the comment An error occurred while saving the comment 
Mel Fenemore
commented
I am beyond frustrated that no one from XERO has commented on this or any of the other suggestions that relate to the products poor handling of credit notes.
I am beginning to think that these pages are nothing more than a smoke screen to make it appear that XERO is listening to those paying the somewhat high fee's for the product!Mel Fenemore
supported this idea
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341 votes
An error occurred while saving the comment Mel Fenemore
commented
@Lexi Chassiotis I am currently looking into Sage. They have come a long way from being a very substandard cloud based product. Where Sage are improving XERO is staying stagnant at best but appears to be going backwards!
Thankfully things like move by books etc makes it a lot easier to jump ship and switch. It's what happens when a company stops listening to the customers that pay the ever increasing price for a poor performance product and customer service!An error occurred while saving the comment Mel Fenemore
commented
There is a similar idea put forward:
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46674505-batch-payments-ability-to-include-credit-notesAn error occurred while saving the comment Mel Fenemore
commented
@Fiona - I can not even begin to imagine the time that is going to take you.
I find it all so messy when you are allocating credit notes to invoices that have no relevance. The whole handling of credit notes needs a little more looking into. The fact there is no shortcut to post one, you can't select them when allocating a payment through bank reconciliation or select them as part of a batch payment. All seems very simple with little to no response from XERO! But it's ok because they are making it all look pretty!Mel Fenemore
supported this idea
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1,077 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 Mel Fenemore
commented
@janice Mcgrother - 4 months is nothing in XERO world. There are suggestions for missing basic functions that have not been addressed for years if at all!
This suggestions and ideas options feel like another pointless exercise to make it appear our thoughts and opinions as paying users count!Mel Fenemore
supported this idea
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606 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 Mel Fenemore
commented
So if there is no plan to add this to the find and match screen is the idea of being able to select and include credit notes in the batch receipts / payments function part of your plan / focus?
Is there any focus on the whole handling of credit notes because this is an area that XERO has really messed up on! How does an accounts package not have the basic functions of handling a credit note in sales or purchases - it's beyond me!
An error occurred while saving the comment Mel Fenemore
commented
I don't understand how this wasn't even a thing from the beginning! It is so time consuming and non logical to have to allocate a credit note to an invoice before it can be included in a payment. This is equally frustrating when trying to make a batch payment. It basically makes the remittance option non usable.
I am fed up with finding work arounds which are long winded for functions that should be a basic part of an accounts package!Mel Fenemore
supported this idea
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5 votesMel Fenemore
supported this idea
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An error occurred while saving the comment Mel Fenemore
commented
It makes it so long winded! Especially when XERO is on a bit of a go slow!
I think they need to look at the whole handling of credits. From having to keep going into bills to be able to select you would like to post one to having to allocate it to an invoice even if it's not relevant to the invoice just so you can include it on a payment run! Would be nice if all these issues were to be looked into! -
14 votesMel Fenemore
shared this idea
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674 votes
Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂
As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.
Mel Fenemore
supported this idea
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535 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Mel Fenemore
supported this idea
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287 votesMel Fenemore
supported this idea
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1,109 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Mel Fenemore
supported this idea
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157 votes
An error occurred while saving the comment Mel Fenemore
commented
@Marcus O'Brien - I have had to do the same! Yet still no response from XERO!
Really frustrating that as users of the product every day they have this function to share ideas for improvements (and clearly this is one very much needed) but you get no feedback from XERO!
A second reference is an option on the invoices side of things so it can't be that difficult to implement it into the Bills side of the programme!
An error occurred while saving the comment Mel Fenemore
commented
How many votes does this need before it is considered?
An error occurred while saving the comment Mel Fenemore
commented
Do we have any update on this? It seems a fairly simple fix compared to some of the more recent updates thrown at us from XERO
The fact that this point was raised in 2012 and still hasn't been actioned is really surprising.An error occurred while saving the comment Mel Fenemore
commented
I don't understand how this has not even been considered yet? Surely it is a fairly simple fix bearing in mind a sales invoices has the option for a 2nd reference!
I have found fixes and options to make XERO work the way I need it to in other areas but no 2nd option here to link purchase invoices to sales invoices is starting to prove a real problem.An error occurred while saving the comment Mel Fenemore
commented
Until this is an option I am unable to move a client from desktop Sage to XERO. They need the ability to cross reference the purchases to the sales invoice easily. We have been finding ways round other functions that don't match but not this one.
Mel Fenemore
supported this idea
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Well this was an expected response!!
Maybe if a little less money was invested into making already functional areas of the programme substandard (lets not get onto a rant about the new invoicing!) then this wouldn't actually be a drama to arrange.
Remittances are all but useless! I guess with the credit notes being part of the reconcilliation process you could wait until the next day when transaction has been pulled through from the bank, reconcile with the incorrect date, then raise a remittance from there? Far from perfect and I am so fed up of trying to find work arounds for a so called accounts package that can't provide the simplest of functions!
Thankfully unlike Kelly has suggested in other responses I have no issue with changes and the only improvement change I can see right now is considering another package - Sage are proving to be incredibly helpful and whilst they were always behind on cloud accounting they appear to have really upped their game!
Inflated costs for a worse product - no thank you!