Settings and activity
6 results found
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827 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…
An error occurred while saving the comment An error occurred while saving the comment 
Bronda Smith
commented
I have sent this to the Country Manager of USA. Hopefully this might get some traction
An error occurred while saving the comment Bronda Smith
commented
It is often that a credit note will apply to an invoice from a previous month and has already been paid. So the credit is then applied to an unrelated invoice to make the payment work.
This really stuffs up any remittance sent to the supplier.
Bronda Smith
supported this idea
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155 votes
Hi everyone, we appreciate the importance of being able to view and understand where billable expenses have and haven't been assigned. While we have keen eyes on the idea here, with other big pieces of work on the go we want to be open that this is not in the roadmap atm.
We want you to know we're taking on board all your feedback here, and will continue to stay across this, and keep you updated of any news or progress that'll improve visibility for your needs here.An error occurred while saving the comment Bronda Smith
commented
If you use Projects then this is an available report already
An error occurred while saving the comment Bronda Smith
commented
This has been added for those that use Projects. If you go to Bills page, click on the 3 dots beside New Bill, there is a new option to View bills not assigned to projects. You add the dates and all bills come up that are not assigned
An error occurred while saving the comment Bronda Smith
commented
This has now been added. Fabulous
Bronda Smith
supported this idea
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303 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Bronda Smith
supported this idea
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1,167 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…
Bronda Smith
supported this idea
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26 votes
An error occurred while saving the comment Bronda Smith
commented
I feel the same. We are lucky that we are small enough but it makes is unusable if we were any bigger
An error occurred while saving the comment Bronda Smith
commented
Still waiting for this. The busier we get the more we are having to think about finding another product.
An error occurred while saving the comment Bronda Smith
commented
I agree. Time consuming and frustrating
An error occurred while saving the comment Bronda Smith
commented
When you set up a project it would be good to have the ability to set an automatic mark up for linked expenses. At the moment, I will assign an expense to a project and then I have to manually go into each assigned linked expense and manually add the mark up %.
It would be good to be able to set this for each project so that when you assign an expense the markup is automatically added.
Bronda Smith
supported this idea
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285 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
An error occurred while saving the comment Bronda Smith
commented
Tried using the Hubdocs and it was way to clunky with having to set up suppliers again.
An error occurred while saving the comment Bronda Smith
commented
Would make it so much easier.
Bronda Smith
supported this idea
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Kelly - this is the 3rd highest voted request from users. Bills has so many issues such as this that it needs a overall with how it works - eg change negative bills to credit notes from an email. I am looking at other options which I thought I would never say. I was there at the beginning with Rod Drury and working at Rightway so seeing this development not happening is so disappointing