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6 results found

  1. Batch payments - Ability to include credit notes

    286 votes

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    submitted  ·  27 comments  ·  For small businesses » Business features  ·  Admin →
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    ACCOUNT Khine supported this idea  · 

  2. Invoice - Bulk allocation of credit notes

    189 votes

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    submitted  ·  58 comments  ·  For small businesses » Business features  ·  Admin →
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    ACCOUNT Khine commented  · 

    Agree- Batch refund/allocation icon on Awaiting payment section. Monthly I have 1000+ CN and very waste time to allocate so many credit noted on one by one invoice. This point become a reason to leave Xero badly :(

    ACCOUNT Khine supported this idea  · 

  3. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    411 votes

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    130 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all the support for this idea, everyone. We can see the value that making this change would make, and right now, we do have a team focused on this space working to upgrade its technology and UI. 

    However, at this time, there are no plans for adding Credit Notes to find & match. 

    As this work continues the team are considering how we build this with flexibility and capabilities to make changes like what’s being asked here possible in the future.

    We appreciate this is really important to you all, and we'll let you know if there are any changes, here.

    ACCOUNT Khine supported this idea  · 
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    ACCOUNT Khine commented  · 

    Agree- Allow credit notes to show and be selected on the find & match screen or batch refund icon on Awaiting payment section. Monthly I have 1000+ CN and very waste time to allocate so many credit noted on one by one invoice. This point become a reason to leave Xero badly :(

  4. Customer Statement - Automated statements for contacts

    266 votes

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    submitted  ·  66 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    ACCOUNT Khine commented  · 

    Monthly Auto statement sent out should be a standard feature. Manually and sent to one by one consume a lots of times and can't work for customer who have different outlet since also not allow duplicate contact name.

  5. Contacts - Allow duplicate contact names

    110 votes

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    61 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey community, thank you for your continued interest in this idea.

    Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.

    I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete. 

    Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.

    In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.

    ACCOUNT Khine supported this idea  · 

  6. Contacts - Automatic Credit Hold/Stop

    54 votes

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    submitted  ·  25 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    ACCOUNT Khine commented  · 

    Contact Credit on Hold should have as basic requirement. Contact blocking could be done not only in over credit limit but also in any conditions as desire.

    ACCOUNT Khine supported this idea  ·