Settings and activity

8 results found

1. Batch payments - Ability to include credit notes

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   120 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently may improve the process for some customers. 

   We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently… more

   Tracy Vegh supported this idea  ·  29 February, 2024

2. Reporting: Budget - Add Budgets for Balance Sheet accounts

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   submitted  ·  74 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tracy Vegh commented  ·  29 February, 2024  ·  Edit…  ·  delete…

   Ten years on from the first request and we still haven't seen and progress on this.

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3. Reports | Statement of Cashflows - add budget column

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   submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tracy Vegh supported this idea  ·  29 February, 2024

4. Dashboard | Account Watchlist - View annual budget figures

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   submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tracy Vegh supported this idea  ·  16 August, 2023

5. Reporting: Account Transactions Report - Add annual budget field

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tracy Vegh supported this idea  ·  16 August, 2023

6. Reporting | Budget Manager - Customise report layout

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   submitted  ·  110 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tracy Vegh supported this idea  ·  16 August, 2023

7. Reporting - Accept 2 decimal places in Budget Manager

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   1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your interest and input on this idea, everyone. Being upfront this isn't something we have planned at this time but we'll continue to monitor the votes and feedback coming through and will be sure to let you know if there's any change to this, here. 

   Tracy Vegh supported this idea  ·  16 August, 2023

8. Budget Manager: Support for 13 period accounting

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tracy Vegh supported this idea  ·  16 August, 2023