Settings and activity
23 results found
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4 votes
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3 votes
Andy Aplin
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20 votesAndy Aplin
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245 votes
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. 🙂
Andy Aplin
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457 votesAndy Aplin
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86 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
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596 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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14 votesAndy Aplin
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135 votesAndy Aplin
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50 votesAndy Aplin
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18 votesAndy Aplin
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70 votesAndy Aplin
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737 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
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1,075 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
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
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1 voteAndy Aplin
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426 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
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1 voteAndy Aplin
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283 votes
An error occurred while saving the comment Andy Aplin
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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
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36 votes
Appreciate how this would be beneficial for your business having assurity in an awaiting approvals likelihood.
With businesses having varying levels of assurity around this I want to be open that we don't have any direct intention fo changing reports like the P&L to automatically include this, however we'll begin to track the level of interest around this, here. Thanks
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
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182 votes
An error occurred while saving the comment Andy Aplin
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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
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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.