Settings and activity
11 results found
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68 votes
Roger Withinshaw
supported this idea
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716 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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829 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
supported this idea
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23 votesRoger Withinshaw
supported this idea
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713 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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1,168 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
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An error occurred while saving the comment -
485 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
supported this idea
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43 votesRoger Withinshaw
supported this idea
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92 votesRoger Withinshaw
supported this idea
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101 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
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68 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
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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!