Settings and activity
12 results found
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29 votes
Roger Withinshaw
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68 votesRoger Withinshaw
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606 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Roger Withinshaw
supported this idea
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739 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…
Roger Withinshaw
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21 votesRoger Withinshaw
supported this idea
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659 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Roger Withinshaw
supported this idea
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1,077 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…
Roger Withinshaw
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An error occurred while saving the comment -
451 votes
An error occurred while saving the comment Roger Withinshaw
commented
After 25 years of using Sage I recently switched to Xero, sadly not everything in Xero is an improvement, Not being able to mark purchase or sales invoices as disputed is one glaringly obvious disadvantage over Sage. Whilst a workaround is currently possible it's not ideal nor pretty. Xero don't seem to understand how important it is to ensure bills aren't mistakenly paid or customers mistakenly chased when a bill or invoice is disputed/queried. Xero - please reconsider this request, it really shouldn't be too difficult or onerous to add a check box or flag!
Roger Withinshaw
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38 votesRoger Withinshaw
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87 votesRoger Withinshaw
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2 votesRoger Withinshaw
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57 votes
An error occurred while saving the comment Roger Withinshaw
commented
The limitation of 50 invoices for a single batch deposit only limitation is derisory! Xero - why make it more cumbersome for businesses with large numbers of invoices per customer to process and reconcile tranactions, you really should be making it simpler... Oh and add a shortcut so that when one batch deposit is finished it doesn't take 3 more clicks to start the next one please?
Roger Withinshaw
supported this idea
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After 25 years of using Sage I recently switched to Xero, sadly not everything in Xero is an improvement, Not being able to mark purchase invoices as disputed is one glaringly obvious disadvantage over Sage. Whilst a workaround is currently possible it's not ideal nor pretty. Xero don't seem to understand how important it is to ensure bills aren't mistakenly paid when a bill or invoice is disputed/queried. Xero - please reconsider this request, it really shouldn't be too difficult or onerous to add a check box or flag!