Settings and activity
9 results found
-
166 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
An error occurred while saving the comment 
Rachael Jackson
supported this idea
·
-
215 votes
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. 🙂
Rachael Jackson
supported this idea
·
-
242 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…
Rachael Jackson
supported this idea
·
-
347 votesRachael Jackson
supported this idea
·
-
598 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!
Rachael Jackson
supported this idea
·
-
917 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Rachael Jackson
supported this idea
·
-
499 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.
Rachael Jackson
supported this idea
·
-
54 votes
An error occurred while saving the comment Rachael Jackson
commented
The issue here is that the credit allocation event does not have a separate date to the credit note. If credit note allocation was given a separate data field and it was recorded as a new year event this would have no impact on the records in the locked period. Allocating a credit note is not a new entry of data, it is just tidying the ledgers and so should not be blocked by the lock date. If there was a date field on the allocation event it could be reported on and reviewed by managers in the current period
Rachael Jackson
supported this idea
·
-
6 votesRachael Jackson
shared this idea
·
This response from Xero is a total waste of time - the ideas 'being worked on' have absolutely no bearing on this issue and show a total misunderstanding of what is being asked for here. The issue is always that the product and tech team have no accounting understanding and those using the system and giving feedback which truly matters on a day to day basis to them are being ignored for aesthetic and ux changes which we don't actually need.
For the sake of giving the product team more info it is a very simple concept - there should be the option to add two date fields on any invoice in the system, the change would be a relatively simple one. There is of course a document date on all bills and sales invoices, which is the date which xero currently uses. This is the invoice date, the VAT date and is the first and standard date to be recorded, so far so good...
What the community are then asking for is a way for xero to record a second date which allows them to change the effective period for reporting on the document. For example, you may receive an invoice in January with a Jan date on it for VAT and document purposes. But the content on the invoice may very clearly relate to either February (billed in advance) or December (billed in arrears). Currently as there is no functionality to add an effective period so that we can report that cost into a different period. Instead senior users have to accrue and defer costs using journals every month so that when they run their management accounts the costs appear in the right places and not simply controlled by the date the paperwork was generated by the third party.
My suggestion would be to implement a simple 'effective date' to all documents, which defaults to the document date automatically as standard. But if that could be editable by users for new documents, this field could be applied on reports to move costs to the right period. For example almost all users would have their P&L and Balance sheets generate using the 'effective date' as a tick box option and so they would save significant time and effort every month when generating their accounts.
If effective dates could be applied at line level within a bill or invoice that would likely be amazing too (allowing users to record quarterly invoices for example split out to be effective over the 3 months). But I am realistic that this would likely be a request too far.
The product team should take a basic tour of other accounting software functionality to review 'effective periods' as this is a standard function in all accounting software and xero is an outlier for not having something which allows us to adapt the reporting period for costs at the document level.