Settings and activity
12 results found
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27 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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1,466 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…
Rachel Rook
supported this idea
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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?
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844 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
Rachel Rook
supported this idea
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297 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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775 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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13 votes
Hi team, thanks for sharing with us on this idea. I'm pleased to share that this is something our product teams have plans to work on developing into the quick view of an invoice (from the list) soon. I'll keep you updated of further progress, here.
Rachel Rook
supported this idea
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25 votesRachel Rook
supported this idea
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296 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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21 votesRachel Rook
supported this idea
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47 votesRachel Rook
supported this idea
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50 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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186 votesRachel Rook
supported this idea
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and this is a downgrade from the original