Settings and activity

5 results found

1. Reconciliation - Allow credit notes to show and be selected on the find & match screen

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   190 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   Steve Fisher supported this idea  ·  29 June, 2023

2. Email to Credit Note

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   68 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the interest here, everyone. Being open this isn't something we have current plans for. 

   
   

   Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂

   Steve Fisher supported this idea  ·  29 June, 2023

3. Bills - Flag a Bill as 'in dispute / query'

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   276 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product teams regularly come to better understand and see where they can develop solutions for our customers alongside other priorities they're balancing. You'll see in many places we're beginning to see how we can get our community members more involved in research and testing for ideas early on in the development process.

   As soon as there is more news around the teams work in this space we will be back to share this with you all, here.

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product… more

   Steve Fisher supported this idea  ·  07 January, 2023

4. Sales Invoices- Flag as 'in dispute / query'

   479 votes

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   submitted  ·  140 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Steve Fisher supported this idea  ·  07 January, 2023

5. Invoices - Unapprove option

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   submitted  ·  161 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Steve Fisher supported this idea  ·  06 January, 2023
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   Steve Fisher commented  ·  06 January, 2023  ·  Edit…  ·  delete…

   I struggle to believe that this feature isn't a 5 minute fix for Xero programmers and recent comments regarding attachments remaining should be a given.

   Shared almost 8 years ago - come on Xero!

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