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5 results found

  1. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    637 votes

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    180 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Paul Kelly supported this idea  · 

  2. Customer Statements - Add a Pay Now link

    338 votes

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    129 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, appreciate wanting to hear news from us here and apologies we've not checked back in sooner. Our product team have done initial work to understand the work involved in enabling your customers to pay you through Customer Statements. This is a priority for them and we have plans to develop this capability, however they need to balance this work with other key priorities. While we'll leave the idea Under review for the time being, as soon as there's an update we'll share this all with you, here.

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    Paul Kelly commented  · 

    Payment link on statements would be a very good feature. Crazy that when you send an invoice they have a payment link but not when you send a statement

  3. Reporting - Filter the Profit and Loss by Contact

    42 votes

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Kelly supported this idea  · 

  4. Email to Credit Note

    265 votes

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    62 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 🙂

    Paul Kelly supported this idea  · 

  5. Invoices/Bills - Feature to 'write off' as bad debt

    675 votes

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    13 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.

    Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.

    We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!

    Paul Kelly supported this idea  ·