Settings and activity
11 results found
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39 votes
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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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1,295 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Rachel Rook
supported this idea
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940 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Rachel Rook
supported this idea
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540 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
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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306 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
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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32 votes
Hi everyone, we appreciate this idea has been one many here have desired for some time.
Our product team are currently developing the Bills View and Edit pages that will solve for the needs here.
Once released, you'll be able to view the contact bank account details by clicking on the Contact in the bill. This will allow you to then compare details saved for the contact with the detail of your attached bill file that can be viewed in the side pane.
I'll loop back when these new pages are released so you can try them out for yourself 🙂 Thanks !
Rachel Rook
supported this idea
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315 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Rachel Rook
supported this idea
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24 votesRachel Rook
supported this idea
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67 votes
Hi everyone, we appreciate all contributions and votes this idea has received overtime.
There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.
- Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
- Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
- Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
- NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner…
Rachel Rook
supported this idea
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66 votes
Hi everyone, we appreciate the interest this idea has built and understand how filtering for Bills that have no planned date would help in being able to assign planned dates more efficiently and help you manage your bills.
We're in the process of making a lot of valuable updates to Bills with a focus on releasing our new Bills edit and View pages right now, along with this there are updates that we are making to Bills infrastructure that will make adding features like this simpler in the future.
While we can't commit to this idea right now, I'll make sure to share an update with you here if this gets picked up.
For now, as noted in my last update you can currently re-order bills by the Planned date column header which will help group all Bills that don't have a planned date together.
Rachel Rook
supported this idea
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238 votesRachel Rook
supported this idea
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and this is a downgrade from the original