Settings and activity
21 results found
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8 votes
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5 votes
Andy Aplin
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35 votesAndy Aplin
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288 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.
Andy Aplin
supported this idea
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493 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Andy Aplin
supported this idea
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88 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Andy Aplin
supported this idea
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626 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Andy Aplin
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18 votesAndy Aplin
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180 votesAndy Aplin
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64 votesAndy Aplin
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24 votesAndy Aplin
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87 votesAndy Aplin
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832 votes
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…
Andy Aplin
supported this idea
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1,177 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…
An error occurred while saving the comment Andy Aplin
commented
At the moment, the only way to track all bills and recognise ALL liabilities is to add the bills/credit notes in draft and send them for approval, and then post a journal at the time of preparation of accounts, i.e. monthend or yearend..
("Send for Approval". That's a joke as nothing is sent, not even an email to the approver to advise them that a bill is awaiting approval.)
The bill then sits in Awaiting Approval, but no posting is made to the P&L, Balance Sheet or VAT Return. It is fundamental to ALL good accounting practice to recognise liabilities as they arise, not as they are approved.
I wonder how Xero account for disputed bills in their accounts. Maybe they use another accounting package!!!
Andy Aplin
supported this idea
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4 votesAndy Aplin
shared this idea
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497 votes
Hi community, some time passed since our last update in the thread here we do want to return and share - while our product teams explored possibilities for how we might represent Purchase Orders in Projects research has confirmed that there is underlying work needed to the platform Purchase Orders are built on before we can achieve any good outcomes of your needs here.
We have enthusiasm and a close eye remaining on the support for this, but want to be honest that this is not something that we’ll be able to focus our attentions on in the near future.
Once we have completed work first needed in the Purchase Orders space we can reassess how to integrate purchase Orders into Projects and will update you all of steps forward, here.An error occurred while saving the comment Andy Aplin
commented
Needed to show cost commitments for projects, and since bills are allocated to projects, and bills flow through from purchase orders, then purchase orders should be allocated to projects.
Andy Aplin
supported this idea
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342 votes
An error occurred while saving the comment Andy Aplin
commented
Having recently identified that bills are not shown in the P&L or reports of supplier transactions until they are approved, this is an important feature in those businesses where bills may be approved by departmental heads that do not otherwise access Xero on a regular basis. Sending them a notification of bills awaiting approval would speed up the approval process and make them visible throughout the accounts, sooner.
Andy Aplin
supported this idea
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45 votes
Hi everyone, we appreciate why some customers would like to have bills that are still in a draft or awaiting approval status included in reporting results.
These transaction types do not impact the general ledger until they are approved within your organisation, which is why they cannot be included in the Profit & Loss report.
Understand that is not within the report that you're asking here, however the Payable Invoice reports (Summary and Detail) can be run to include these transaction types, so you could get a view of the amounts related to these type of transactions.
We want to be upfront that this isn't something we have intentions of developing financial reports to accommodate for in Xero.
An error occurred while saving the comment Andy Aplin
commented
It is disappointing to hear that response Xero as 'prudence' is one of the fundamental principles in accounting to recognise costs when they are identified.
In addition to the Xero method not recognising costs as they arise, it is also not possible to reconcile supplier statements as the report of outstanding transactions for a supplier has no facility to include those awaiting approval.
To achieve this in Xero will require some clunky work around to either accrue for outstanding invoices awaiting approval, or to mark them as approved, but to flag them in some other way so they don't get included in payment runs.We are only just switching to Xero from an alternative desktop based package which treats invoices on hold in the correct manner, and we will need to start looking elsewhere if this situation is not going to be resolved by Xero.
The importance of this needs escalating in some way to address this failing.
Andy Aplin
supported this idea
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216 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
An error occurred while saving the comment Andy Aplin
commented
As mentioned below, it would significantly speed up the conversion process for new customers to be able to import projects as part of the conversion of opening balances process. Doing this manually is very time consuming.
Andy Aplin
supported this idea
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104 votesAndy Aplin
supported this idea
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An error occurred while saving the comment Andy Aplin
commented
I agree with Terry and Barrie,
It is much more usual for a customer to request a price/quote, and for this to become a projects/job if the quote is accepted.
Please introduce the ability for quotes to be converted into Projects.
Multiple or single invoices can then be raised against the quote/project as the project progresses, with the project closed when the final invoice is raised.
We are looking to report on the value of upcoming work scheduled, which we could achieve by running the Project Summary Report to include Deadline, Project Estimate and Invoiced Amount. This would show the value of work still to be invoiced for confirmed projects.
Unfortunately, at the moment, this report does not include projects which have not yet incurred any activity.
Please provide the option to include projects without any current activity.