Settings and activity
8 results found
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66 votes
Kelly Nicholson
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460 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Kelly Nicholson
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61 votesKelly Nicholson
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28 votesKelly Nicholson
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333 votes
Thanks for sharing and showing interest in how we can develop user roles to suit your needs when using Xero.
With many varying ideas for roles and permissions in different areas of our products, user roles impact all areas of the product. There are many factors we must consider when addressing how to solve for majority of our customers needs.
We’re in the process of conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. This being one of our highest voted ideas surrounding roles is a specific focus for the team. too.
Discovery of this work is its first stages and will be long running. There will be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We value our customers input and would like to…
Kelly Nicholson
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64 votes
An error occurred while saving the comment Kelly Nicholson
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424 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Kelly Nicholson
supported this idea
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926 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Kelly Nicholson
supported this idea
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Just reiterating and sharing my own frustrations. This is the worst update Xero has made so far and is costing our business a lot of time and money by slowing down our accounts team.
The new Bills screen is extremely slow and difficult to use. It regularly pauses, unticks items and takes a very long time to display items once date filtered. The page regularly 'crashes' by telling me that I can't make payments once selected. To fix it, I need to click into another area of Xero and then go back in again.
The 'From' & 'Reference' columns wrapping causes the line spacing to be uneven, where it used to be one line and much easier to look at.
The 'Date' & 'Amount' columns have a large amount of wasted whitespace that could be much better utilised to assist with the text wrapping issue.
The planned payment date is now difficult to read.
Overall, the formatting changes to this screen have made it extremely difficult to look at and slow to use. Xero has managed to frustrate many loyal customers by making this change and doesn't seem to be interested in fixing it. If it's costing our business, it will be costing everyone's.