Settings and activity

164 results found

1. Bank Rules - Copy Bank Rules

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   40 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.

   It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.

   It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.

   Geoff Schmidt supported this idea  ·  23 September, 2022

2. Bill - Copy a paid bill to a Credit Note

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   25 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone’s feedback and detail on how important this feature is for your businesses.

   To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.

   We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.

   To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea for this on the Sales Invoice side that I’d encourage anyone interested in this to vote for.

   This is something we’ll continue to consider for Bills longer term but isn’t in the agenda atm. If there’s any updates we’ll share here, and respectively on this idea for Sales invoices. 🙏

   Thanks for everyone’s feedback and detail on how important this feature is for your businesses.

   To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.

   We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.

   To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea… more

   Geoff Schmidt supported this idea  ·  23 September, 2022

3. Credit Note - Add a Credit Note from the "+" menu banner shortcut

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   submitted  ·  18 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Geoff Schmidt supported this idea  ·  23 September, 2022

4. Email to Credit Note

   309 votes

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   69 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   Geoff Schmidt supported this idea  ·  23 September, 2022