Settings and activity
3 results found
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58 votes
Hi everyone, thanks again for all the feedback we’ve received about this flow here. Our team has taken this on board.
It’s worth highlighting that the pop up window that shows for every payment is part of the payment flow to determine how you’d like to process the payment - You can choose to pay by online bill payments or manual payment. We want to be upfront that we don’t have any plans to permanently remove this flow.
However, based on feedback the team has added a selection to the modal in the screenshot here ”‘Don’t show again” to return to the original experience when it's possible to continue with manual batch domestic payments.
If you check this option you’ll be taken back through the older payments flow the next time you go to make a payment of this kind.
Please note, if you simply click the ‘X’ button in…
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Adrian Soden
supported this idea
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917 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,…
An error occurred while saving the comment Adrian Soden
commented
Kelly, that's a rubbish response. I suggest Xero start listening and acting on customer requests, otherwise you might find them moving to alternative providers of which there are many. Just a thought!
An error occurred while saving the comment Adrian Soden
commented
It seems to a complete waste of time logging these ideas, for example, the idea for the ability to include supplier credit notes within a supplier payment (a basic requirement) has been on this board since 2020 and has 680 votes, yet not one response from Xero.
Xero, can you comment on why this is being ignored, or will you just ignore this? If you keep ignoring your customers you are going to lose them. I suggest you spend less on TV adverts and more on software development.
An error occurred while saving the comment Adrian Soden
commented
Does anyone from Xero even read these messages? I suspect not. We have literally been waiting years for this to be fixed without a single comment from Xero - appalling service.
As an aside,, some of you may want to take a look in the the plugin allocat.io (I am in no way affiliated) - this allows you to automatically apply credits with one click, being in an industry with high volumes of supplier credits this has saved me hours. It works the same as Xero, ie clears down the credits and invoices they have been applied to so not perfect, but just speeds up the manual process in Xero. Ideally Xero would allow you to pay invoices and credits in one batch but this is the best workaround I can find for now, hope this helps some of you.An error occurred while saving the comment Adrian Soden
commented
Xero developers, can you please advise if you are going to implement this in the near future, if not I will have to consider moving to Sage, as I'm sure a lot of other users will.
Adrian Soden
supported this idea
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485 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
An error occurred while saving the comment Adrian Soden
commented
There is a paid app in the app store that should help with this problem, Allocat. It appears to automatically clear down credits against invoices so you are only left with invoices to pay - going to try it this month end, hopefully will cut down on a lot of wasted time allocating credits
Xero, why don't you listen to your customers, keep annoying them like you do and you will lose them?