Settings and activity
1169 results found
-
16 votes
An error occurred while saving the comment 
Freya Pieroz
supported this idea
·
-
41 votes
Hi team, we appreciate that with different places in which notes can be added within Xero right now, you'd like one place you can go to view all history related to a contact. Though we don't have plans of surfacing the individual transaction history & notes on a Contacts record, you may find the History & notes report useful for getting a wider lens.
You'll find with the report you can filter, search and view history and notes across all areas of Xero.
We are continuing to watch the engagement and support for this idea, and will share if there are any updates.
Freya Pieroz
supported this idea
·
-
347 votes
Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.
We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.
For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;
Similarly, we are working on a solution for our AU customers and will be sure to share more as…
Freya Pieroz
supported this idea
·
-
515 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
Freya Pieroz
supported this idea
·
-
417 votes
Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.
We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.
Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;
- Edit the invoice to apply a discount directly
- Edit the invoice to add a negative line that directly draws down the total amount of the invoice
- Apply a credit to the invoice for the portion of the discount
We'd recommend connecting with your Xero advisor…
Freya Pieroz
supported this idea
·
-
703 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Freya Pieroz
supported this idea
·
-
38 votes
Hi everyone, thanks for your feedback on having Xero generate a Superannuation guarantee charge statement. We appreciate you sharing how this could streamline late SGC reporting.
We’ve shared this idea with our Product Team who see value in developing this.
While this is not currently on our roadmap, we'll keep you posted if anything progresses.
In the meantime we’ll continue to gauge your support and feedback on this thread.
Freya Pieroz
supported this idea
·
-
39 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. Looks like this idea has been gaining support from our product idea community! Whilst there's no committed road map for this idea, our product team are focused on payrol. They're keeping an eye on this idea and we will continue to share updates as things evolve.
Freya Pieroz
supported this idea
·
-
265 votes
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…
Freya Pieroz
supported this idea
·
-
12 votesFreya Pieroz
shared this idea
·
-
10 votes
An error occurred while saving the comment Freya Pieroz
commented
Yet another example of e-invoicing failing and having to send via email. I have confirmation that e-invoicing failed - the client alerted me that the invoice I'd sent through hadn't arrived, and IMO they shouldn't have to, but that's a different product idea - so I'd like to send via e-invoicing but Xero won't let me try.
Freya Pieroz
shared this idea
·
-
50 votes
An error occurred while saving the comment Freya Pieroz
commented
One of my clients also uses projects to keep track of multiple projects that use multiple contractors (both company-to-company and direct via payroll (which allows us to pay their super for them as the ATO requires)). None of these contractors use Xero timesheets, they use timesheeting that meets Defence contract requirements. And company-to-company contractors wouldn't use timesheeting in our company file anyway, they'd use it in their own company file!
The only workaround we've found is to create each contractor as an estimated expense for each project that they're working on. We then assign each bill for each contractor's work to the estimated expense with their name on it. It's cumbersome and clunky but it lets me see useful information.
An error occurred while saving the comment Freya Pieroz
commented
My clients do use payroll to process direct contractors, because Australia and superannuation, but there is absolutely no reason for those contractors to have access to the finances of a project. They don't need to see the internal profit and loss; they don't work for the company.
These contractors also don't use Xero timesheets, because they use and submit timesheets as per my clients' customer's requirements (gotta have approved timesheets attached when I invoice the customer) and getting them to do their timesheet twice is stupid time-wasting. So if I want to have their timesheets in Xero timesheets, in order to assign that timesheet to a Project, I have to manually enter each timesheet and assign it to the contractor as a Projects user, and that's a waste of MY time.
I currently do a workaround by creating a bill for each individual being paid through payroll, and assigning _that_ to the project, but I have to track the hours they've worked in a spreadsheet because the tax withheld means that I can't put 40 hours @ $30/hr = $1200 on the bill for that payroll since they actually get paid $1200 less tax plus super accrued (to be paid in a month).
Freya Pieroz
supported this idea
·
-
13 votesFreya Pieroz
supported this idea
·
-
7 votesFreya Pieroz
supported this idea
·
-
932 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Freya Pieroz
supported this idea
·
-
33 votes
Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
Freya Pieroz
supported this idea
·
-
15 votesFreya Pieroz
supported this idea
·
-
133 votesFreya Pieroz
supported this idea
·
-
9 votes
Hi community, thanks for sharing your feedback in the idea here. Since first raised, we have made some improvement to the Bills to pay page including the ability to quick view and edit bills on the fly from the list, a duplicates review feature and the ability to directly upload to create draft bills in your organisation.
Taking some of the more recent development into play it'd be good to hear if there are still particular aspects of this page that you feel could be improved.
Freya Pieroz
supported this idea
·
-
26 votes
Hi team, being upfront user controlled column widths isn't something we have planned in the near term, however since this idea was initially raised there have been a few improvements that we thought worth highlighting here that may help.
Bills list experience has been upgraded and is now much more responsive to screen and devices sizes.
Along with this, you have more control over what columns are shown on the page, and the order these appear. If you click the 'Columns option on the left above the list you can select what data you'd like to show, and use the 6 dots on the left of each data point to drag and drop where you'd like these to appear on the table.
For now, we'll continue monitoring the interest this idea builds and share if there's news.
Freya Pieroz
supported this idea
·
It is... suboptimal... that I have to add up the total of the prepayments manually, or find a report that will show me the total only after several clicks.
As you can see from the screenshots I've attached, I can't even get the total my client has prepaid from the new bills page - I went looking when I realised I couldn't use the contact page to reconcile with the contact's statement! I need to reconcile this with the total that the entity they've prepaid (in this case, the tax office) says they've received and it's far, far too subject to typos and clerical errors!