Settings and activity
90 results found
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571 votes
Samantha Davies
supported this idea
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638 votes
Hi everyone, we appreciate how automatically sending statements could improve cash flows, and save the manual efforts involved in this periodic task.
We recognise the importance of this functionality, and with a clear focus on decreasing the time it takes for our customers to receive payments, I’m pleased to share that this idea is now In discovery. 😊
While we can’t give any commitments to development yet, this is a good step in the right direction and we’ll be sure to update you on progress from the exploration here. Thanks!
Samantha Davies
supported this idea
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119 votes
Hi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…
Samantha Davies
supported this idea
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143 votes
Appreciate wanting an update from us here, everyone. We know that having more visibility of when a supplier’s bank account details change is important to you and understand that there are some security concerns around this. This is something our product teams are aware of the appetite for, however we want to be upfront that this feature is not planned in the near future.
While not a direct solution to what you’re asking here, it’s worth noting that the ability to change supplier’s bank account details is limited by the bank account admin permission. Advisors will have access to the Assurance dashboard where you’ll be able to get an easy view of any Contacts whose bank account details have been edited, and you can also view this information running the History and Notes report.
Samantha Davies
supported this idea
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11 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
Samantha Davies
supported this idea
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6 votes
Hi Justin, thanks for sharing your idea again, I understand the challenge of creating a statement for a contact who only have receive money transactions. We've reviewed your idea agree its something others have asked for, so now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Samantha Davies
supported this idea
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72 votesSamantha Davies
supported this idea
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8 votes
An error occurred while saving the comment Samantha Davies
supported this idea
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1,203 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…
An error occurred while saving the comment Samantha Davies
commented
I'd like to provide feedback on the recent update and the proposed solutions regarding disputed bills, specifically in response to Kelly's suggestions. I believe the current options provided by Kelly act more as workarounds rather than providing a true fix for this issue.
From my perspective, a more effective solution would be to introduce a new section in the bills screen, perhaps named "Disputes." This section could function similarly to how drafts currently work, but with clear distinctions. In my previous company, we utilised a "hold file" where we could raise the invoice and add purchase orders at a later date when the dispute was resolved by searching, which is already a function within Xero.
If Xero were to implement a "Disputed Items" header in this section, it would not impact the accounts, as we would still be accruing the purchase order value, especially since it hasn't been billed yet. While this might not be a direct requirement for everyone, it would provide a dedicated place to store PDF invoices and any related emails.
Please feel free to correct my ideas above.
Samantha Davies
supported this idea
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22 votes
An error occurred while saving the comment Samantha Davies
commented
Currently, when we run the reconciliation report for this year, it displays an opening balance for both sales and purchases but not for the VAT account transactions. This means the report doesn't reflect the real-time status of the VAT account.
For instance, previously filed VAT returns are incorrectly showing as unfiled, and any payments or collections from prior periods are not included. Consequently, we see a significant outstanding balance that doesn't accurately represent our current position, as these transactions were processed in the previous accounting period.
Ideally, the reconciliation report should display the actual unfiled VAT on both sales and purchases, alongside the current balance of the nominal ledger, rather than just postings from the current period.
Samantha Davies
supported this idea
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9 votesSamantha Davies
supported this idea
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29 votes
An error occurred while saving the comment Samantha Davies
commented
To have the ability to Archive currencies, we deal with many customers all varying in currencies. We no longer deal with some of the currencies due to project activity which means when we enter the currency value for month end according to our group financial rules it means we have to enter the rates for all just in case there are some entries associated with them.
This would be useful to be able to toggle the currencies on/off so that we don't need to keep updating them at the month end.
Samantha Davies
supported this idea
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4 votesSamantha Davies
supported this idea
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779 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Samantha Davies
supported this idea
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389 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Samantha Davies
supported this idea
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183 votes
Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's…
Samantha Davies
supported this idea
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108 votes
Thanks team, we really appreciate the feedback we have received and how having more visibility of quotes within the new Homepage would be useful to customers.
With a close eye on all ideas in relation to our reimagined homepage experience we have a close eye on this idea and will share if there are any updates around this here.
Samantha Davies
supported this idea
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633 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Samantha Davies
supported this idea
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447 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Samantha Davies
supported this idea
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454 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Samantha Davies
supported this idea
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I have a suggestion to enhance the P&L reporting functionality that I believe could significantly improve our efficiency and data accuracy.
Currently, when we generate P&L reports, we manually export and cross-reference P&L items with project allocations. This is a time-consuming workaround, particularly since project allocation data is already available in sales invoices and bills. This manual process is also necessary for our month-end close to reconcile values and projects.
I've also observed a related issue: discrepancies in foreign currency transactions, where there are sometimes differences in GBP figures between the P&L and project files.
I propose adding an option to our P&L reporting to include "Project" directly in the column header. This would allow us to view, line by line, which items are allocated to each project, streamlining our process and enhancing data accuracy.