Settings and activity
1226 results found
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4 votes
Freya Pieroz
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18 votesFreya Pieroz
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7 votesFreya Pieroz
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156 votesFreya Pieroz
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3 votesFreya Pieroz
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5 votes
Hi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.
Freya Pieroz
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2 votesFreya Pieroz
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4 votesFreya Pieroz
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2 votesFreya Pieroz
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6 votes
Hi Emily, it sounds like you could use batch deposit here. This is available from the Awaiting payments list like you noted and will allow you to to record multiple invoices as paid in a single transaction.
It can be useful if you’re banking one deposit for multiple invoices, or when a customer makes a single payment for multiple invoices. 😊
Does this solve what you're after?
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16 votes
Hi team, we appreciate hearing how viewing noes from the bills list view would be helpful. While this isn't something we have planned at this stage we'll continue to keep a pulse on the interest in this here.
If there are any changes to share I will provide an update to you all. Thanks
An error occurred while saving the comment Freya Pieroz
commented
This would speed up communication when you have multiple people in the accounts, especially those working asynchronously. I've developed a habit of leaving bills in draft when they're not to be paid until delivery has been confirmed, because there are people I work with who will Pay All The Bills, without checking first.
Freya Pieroz
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3 votes
Hi Shane, we're grateful for your engagement and for sharing this idea to improve the login experience.
We've reviewed your suggestion to move the 'Trust this device' option, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this change could improve their daily workflow in Xero.
Freya Pieroz
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19 votesFreya Pieroz
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3 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Freya Pieroz
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This is for the UK, yes?
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32 votesFreya Pieroz
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3 votesFreya Pieroz
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3 votes
Have you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.
Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.
An error occurred while saving the comment Freya Pieroz
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Or my favourite: the client bought a bulk lot of materials to be used on several different jobs. I can't allocate portions of the bulk lot to separate jobs, they HAVE to be separate line items.
An error occurred while saving the comment Freya Pieroz
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I often run into this issue when a client enters a bill as one line and pays it, but it's much better done as multiple lines with multiple account codes.
For example, a supermarket receipt with both cleaning-related items and restocking the office lolly jar. If the client attributes it all to 'office expenses', I can find and recode the whole thing to other accounts, but I cannot recode part of it to 'cleaning' and part of it to 'staff amenities' without undoing the payment first.
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4 votesFreya Pieroz
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3 votesFreya Pieroz
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11 votesFreya Pieroz
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@Emily Aspden I put the name of the customer if it's all one customer, because that shows up when I'm reconciling the bank account, which helps when there's lots of them to pick between, especially if there's more than one for the same total amount.