Settings and activity
13 results found
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20 votes
An error occurred while saving the comment An error occurred while saving the comment 
Rachel Rook
commented
This drives me crazy each time I have to run a batch payment. While there is a workaround (edit batch, click on the Supplier heading to sort by supplies, save batch payment) it is ridiculous that we have to do the workaround, when the previous version could already do it. Support's excuse for why it no longer had the capacity to sort in the update was very unhelpful
Rachel Rook
supported this idea
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1,082 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…
Rachel Rook
supported this idea
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750 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…
Rachel Rook
supported this idea
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459 votes
An error occurred while saving the comment Rachel Rook
commented
Basic functionality that should have been included from the beginning, along with the ability to view supplier totals when making batch payments to ensure the correct amount is paid at EOM. HURRY UP and get the basics right!
An error occurred while saving the comment Rachel Rook
commented
Been waiting a while on this one, are there any plans to include it in the new update?
Rachel Rook
supported this idea
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275 votes
An error occurred while saving the comment Rachel Rook
commented
At the very least be able to add Financial Performance Reports to the Management Report.
A lot of owners understand visual reports easier and if we could add these reports to a pack would be so much more efficientRachel Rook
supported this idea
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610 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.
Rachel Rook
supported this idea
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10 votesRachel Rook
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24 votesRachel Rook
supported this idea
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253 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Rachel Rook
supported this idea
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20 votesRachel Rook
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40 votesRachel Rook
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42 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Rachel Rook
supported this idea
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135 votesRachel Rook
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and this is a downgrade from the original