Settings and activity
11 results found
-
68 votes
Roger Withinshaw
supported this idea
·
-
891 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Roger Withinshaw
supported this idea
·
-
26 votes
Hi team, we appreciate feedback on having more control of the width of columns in the bills lists.
Atm, we don't have plans for developing the ability for customers to control the column width, but will continue to monitor this idea closely.
I've split this idea off from the ability to sort columns in the bills list being two separate feature so we can update you on progress for each.
Roger Withinshaw
supported this idea
·
-
739 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Roger Withinshaw
supported this idea
·
-
1,233 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Roger Withinshaw
supported this idea
·
An error occurred while saving the comment -
511 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
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
supported this idea
·
-
450 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Roger Withinshaw
supported this idea
·
-
52 votesRoger Withinshaw
supported this idea
·
-
99 votesRoger Withinshaw
supported this idea
·
-
107 votes
Hi community,
I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.
However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.
This idea is on our radar though, and as we work through the priority list, it…
Roger Withinshaw
supported this idea
·
-
83 votes
Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.
While this is something we'll continue to review we want to be open that this is not planned in the short term.
In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.
If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.
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
·
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!