Settings and activity

9 results found

1. Profit and Loss - Filter tracking category by actual and budget

   51 votes

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   submitted  ·  13 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Becky Blair supported this idea  ·  03 May, 2023

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

   501 votes

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   submitted  ·  144 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Becky Blair supported this idea  ·  31 January, 2023

3. Navigation - Freeze bar at the top of the page to save scrolling

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   240 votes

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   51 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks

   Becky Blair supported this idea  ·  21 January, 2023

4. Invoicing - Make multiple payments without exiting invoice

   50 votes

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   12 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for your interest and sharing in this idea. We appreciate if you're making manual payments against an invoice and have more than one to apply, why you'd like to remain on that invoice, however we want to be open that this isn't something we have planned right now.

   Becky Blair supported this idea  ·  21 January, 2023

5. Invoices/Bills - Separate field for posting date and invoice date

   241 votes

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   98 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   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 let you know via this idea.

   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… more

   Becky Blair supported this idea  ·  21 January, 2023

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

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   806 votes

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   229 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   In development  ·  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.

   Becky Blair supported this idea  ·  21 January, 2023

7. Inventory - Record stock when Purchase Order entered

   105 votes

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   17 comments  ·  Purchase orders, bills & inventory » Purchase orders  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for the support and voting on this idea, team.

   We're in the midst of developing a refreshed purchase orders experience, that gives us the basis for new features.

   As you may have seen in other recent updates, we have a keen eye on developing backorders, recording part amounts billed and allowing negative stock on hand in Xero.

   We'll be back to share another update as work progresses.

   Becky Blair supported this idea  ·  21 January, 2023

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

   1,213 votes

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   295 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 being resolved.
   • Update the reference to add a notation such as [reference number] - Do not pay
   • Adjust the planned date to be very far out in the future

   We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

   We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

   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… more
   Becky Blair supported this idea  ·  21 January, 2023

9. Dashboard - Ability to add sticky notes/notes

   170 votes

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   submitted  ·  49 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   Becky Blair supported this idea  ·  21 January, 2023