Settings and activity

4 results found

1. Batch Payments - Ability to 'split' when reconciling

   342 votes

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   17 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.

   We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.

   For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;

   • About online bill payment - US
   • About online bill payment - UK

   Similarly, we are working on a solution for our AU customers and will be sure to share more as this progresses.

   We’ve updated the idea status to Not in pipeline to reflect where things stand today. We’ll continue to review it alongside other improvements in this space, and share if there are any active developments that will solve the needs expressed here.

   Hi team, we appreciate hearing how splitting batch payments could make reconciliation faster and less manual, especially when only one invoice from a batch is paid and the rest remain outstanding.

   We agree there’s a real opportunity here to simplify the process. While this isn’t something we’re building right now, it’s part of a broader set of ideas we’re considering as we look at how to make reconciliation more flexible and efficient.

   For UK and US customers we have online bill payments that make the batch and reconciliation process much simpler - If you’re not too familiar with online bill payments you can get to know more through Xero Central and learn if this solution is right for you;

   • About online bill payment - US
   • About online bill payment - UK

   Similarly, we are working on a solution for our AU customers and will be sure to share more as… more

   Diana Knaub supported this idea  ·  23 February, 2023

2. Bank Rules - Ability to import and export

   536 votes

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   110 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your responses to our update and the continued interest this idea receives. We're keeping a watchful eye on the support this idea gathers.

   As mentioned in my last update our immediate focus for now is delivering more automation and intelligent tools to help you reconcile faster.

   However, we understand and appreciate the pain points shared through this idea and will move the status of this to Accepted as our product team look into more details around this and how we might plan this into the roadmap.

   I'll keep you updated of any developments in this space.

   Diana Knaub supported this idea  ·  23 February, 2023

3. Invoices - Feature to 'write off' as bad debt

   738 votes

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

   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 we’re going to separate the idea for each feature. I’ve created one for managing bad debts in bills across here and highly encourage anyone from this thread to vote for if you’d like to see this developed to handle supplier engagements.

   We will gladly share if there is any development for bad debts in either of these features.

   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… more

   Diana Knaub supported this idea  ·  23 February, 2023

4. Reporting - Ability to input 13 four week periods / 13 month accounting

   45 votes

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   submitted  ·  16 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Diana Knaub commented  ·  23 February, 2023  ·  Edit…  ·  delete…

   We have many clients that have 13 periods, this would be extremely helpful.

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   Diana Knaub supported this idea  ·  23 February, 2023