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9 results found
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217 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…
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Rachael Jackson
supported this idea
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285 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Rachael Jackson
supported this idea
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310 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
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390 votesRachael Jackson
supported this idea
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709 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
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1,165 votes
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…
Rachael Jackson
supported this idea
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712 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
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62 votes
Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.
Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.
When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals…
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
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6 votesRachael Jackson
shared this idea
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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.