Settings and activity
104 results found
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248 votes
Anura Ranasinghe
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94 votes
Hi Wojciech, if an invoice or bill has already been paid there is no amount left outstanding for the invoice. It sounds like you'd like the ability to easily copy the detail of an invoice to a credit note? I've slightly updated the title of your idea here, for this.
If this doesn't quite reflect it'd be great to get more detail of scenarios you'd in which your business receives a credit note for a completely paid invoice or bill.
Anura Ranasinghe
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264 votesAnura Ranasinghe
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198 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
Anura Ranasinghe
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226 votesAnura Ranasinghe
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66 votes
Hi community, we're aware of the importance of being able to preview page breaks in Xero Reporting is to you, and would like to test a design concept which we've come up with that may not be as interruptive to other workflows as initially thought.
If you'd like to help us to validate this, please Reply to this update, and our team will reach out shortly to connect and find a time that suits to have a conversation. This will involve;
- About a 30 minute video call, during which we'd like to share your screen to demonstrate your workflow and interact with our prototype designs.
- We may ask to record this (which you have the right to decline).
- These sessions will be booked between 8 - 17 May
If we receive an overwhelming response, we may not be able to contact everyone, however I will round back to the idea…
Anura Ranasinghe
supported this idea
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83 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Anura Ranasinghe
supported this idea
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350 votesAnura Ranasinghe
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416 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
Anura Ranasinghe
supported this idea
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286 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Anura Ranasinghe
supported this idea
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22 votes
Hi everyone, we appreciate the interest for being able to add QR codes to invoices.
While this is something we started looking into this is not something we're developing.
To set the right expectation I'll shift this status to submitted and we can continue to track the interest here.
An error occurred while saving the comment An error occurred while saving the comment Anura Ranasinghe
commented
can I include a QR code in the invoices with payment details such as Invoice No Date and Amount where I send to my customers? for them to scan and pay with Bank payment apps
Please note ZOHO accounting app facilitate itAn error occurred while saving the comment Anura Ranasinghe
commented
can I include a QR code in the invoices I send to my customers?
Anura Ranasinghe
supported this idea
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An error occurred while saving the comment Anura Ranasinghe
commented
All the banks are now providing payment apps for "Scan and pay" if we can dynamic QR generated from Xero with following details
1.Cutomer Name
2.Referece/Invoice No
3.Amount
We can ask customers to can and pay as all the necessary details it will automatically populate the "Bank app"
This will ease the customer payment process
I am here with attaching one of customers "Static QR Code" Provided by the bank. -
32 votesAnura Ranasinghe
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141 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
Anura Ranasinghe
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183 votesAnura Ranasinghe
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91 votesAnura Ranasinghe
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149 votesAnura Ranasinghe
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249 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Anura Ranasinghe
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302 votesAnura Ranasinghe
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606 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!
Anura Ranasinghe
supported this idea
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463 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Anura Ranasinghe
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Any update on this