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254 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
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Rachael Jackson
supported this idea
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304 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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332 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Rachael Jackson
supported this idea
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581 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Rachael Jackson
supported this idea
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737 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Rachael Jackson
supported this idea
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1,229 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…
Rachael Jackson
supported this idea
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72 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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7 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.