Settings and activity
13 results found
-
778 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.
Matt McPhee
supported this idea
·
-
4 votesMatt McPhee
supported this idea
·
-
5 votesMatt McPhee
supported this idea
·
-
15 votesMatt McPhee
supported this idea
·
-
22 votesMatt McPhee
supported this idea
·
-
24 votesMatt McPhee
supported this idea
·
-
18 votesMatt McPhee
supported this idea
·
-
849 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
Matt McPhee
supported this idea
·
-
35 votes
An error occurred while saving the comment Matt McPhee
supported this idea
·
-
22 votes
An error occurred while saving the comment Matt McPhee
commented
Add this to the list of crazy Xero omissions!
I have only just realised that my suppliers have been struggling to reconcile these lump sum payments made against multiple invoices, even though I spend ages copying invoice numbers into the reference field (another mental commission!)
Matt McPhee
supported this idea
·
-
156 votes
An error occurred while saving the comment Matt McPhee
commented
Projects is unusable until this feature is implemented.
Matt McPhee
supported this idea
·
-
163 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
An error occurred while saving the comment Matt McPhee
commented
For others looking for a solution here, I have managed to find a work around using a Xero workaround called FlexReporting.
This add-on accesses the underlying Xero data and will highlight any transactions that are not matched. It is fairly rough and ready, but it works for me.
An error occurred while saving the comment Matt McPhee
commented
Unfortunately it's not been implemented. Although there may be a way of using Project as a work around:
Thank you for contacting Xero Support!
We had a look from our end and can see that this idea hasn't been implemented yet. The idea this person is mentioning is related to Projects which is another product the Xero offers.
An error occurred while saving the comment Matt McPhee
commented
Has this been added? I can't find mention of it.
Matt McPhee
supported this idea
·
An error occurred while saving the comment Matt McPhee
commented
would save me so much time
-
25 votesMatt McPhee
supported this idea
·
this wastes so much of my time.
The other option would be for a batch file to pay make multiple payments to a supplier, rather than summing payments and paying the supplier a single balance. then at least each invoice reference would be on their statement.