Settings and activity
3 results found
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240 votes
Hi community, thanks for sharing the challenges you face around deleting invoices.
Right now in Xero, invoices with a Draft status can be deleted in bulk from the list view - simply select the invoices and you’ll see an option to Delete at the top of the list.
We understand that for many in the thread here you’re referring to the ability to bulk remove invoices that have an approved status(bulk void) and I have just updated the title of this idea to better reflect this.
This isn’t a feature we have planned at this stage, but maybe something we explore longer term as a possible enhancement to the list view. For the time being, while not within the product for those with more technical resources there’s capability via our API that you may like to consider.
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Roshan Richards
supported this idea
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2 votes
Hi there,
Thank you for this suggestion!
I’ve assessed your idea and moved it to Gaining Support. Being able to create custom adjustment shortcuts would be a massive win for efficiency, especially for practices or businesses dealing with high volumes of bank transactions.
I've also updated the title to Bank Reconciliation - Custom templates/defaults for reconciliation adjustments to help others with the same pain point find and support this.
A quick tip for now: If your bank fees always come from the same bank account or have a consistent description on your bank statement, you might be able to automate this entirely using Bank Rules.
By setting up a "Spend Money" bank rule, Xero can automatically suggest the account, description, and tax rate the moment the bank statement line hits your screen, meaning you wouldn't even need to click the Adjustment button!
We’ll keep you posted on any…
Roshan Richards
shared this idea
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806 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.
An error occurred while saving the comment Roshan Richards
commented
Thank you!!
An error occurred while saving the comment Roshan Richards
commented
Currently the Match Reconciliation Adjustments functionality is limited to Bank Fee and Minor Adjustments. This creates a time-sucking nightmare if there is a refund issued to a customer.
I would love it if you would allow us to enter a refund in this area (because it shows in the total but nothing to reconcile against) instead of making us go back out and figure out how to account for it. We can already assign an account so why not?? Also, we need the ability to have more than one adjustment. I could do this now, but then I can't enter in the Bank Fee, too. This should be a simple fix. PLEASE!!!
Roshan Richards
supported this idea
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Not sure why you aren't considering this. It seems to be a basic function that we all could use. I switched my integration app from Shopify to Xero and now I have over 500 invoices sitting in approved that I am now going to have to individually void. It is nonsense. Please make this more user-friendly.