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963 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
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Craig C
commented
The 2/8/23 update from Xero clearly demonstrates that Xero do not understand the issue and the target audience.
The App maybe used by micro businesses with a few bank transactions per day paying single invoices. These App users would not see the issue in the first place, so why fix something that the App userbase wouldn't see.
The Xero users (book keepers) reporting this are reconciling many bank transactions, maybe payments for multiple invoices. They will be using Xero in a browser.
Xero have proposed a 'work around' for the wrong type of users that are reporting the issue.
An error occurred while saving the comment Craig C
commented
I thought I would chime in here, as the bank rec screen does need some rework, and as this 'idea' is getting some attention, I will highlight some defects as well answer the specific questions above:
Q) optimal number of statement lines - as many as will fit on the screen without wasting space. Currently there are 4 lines used for each transaction in compact view, with so much wasted space. More of the information on transaction should be displayed, rather than have to click 'more details' ** Dont display a field if its blank, eg why display a blank cheque number if the transaction was not a cheque.
Q) Why more statement lines are useful? - invoices for same amount to same and different customers would be easier to identify if more lines displayed. Customer may or may not have invoice reference in the transaction, is a lot easier to click once than search and click.
** I have an annoying issue with 'more details' - customers put their invoice as a reference, this only displays in 'more details' when you click 'more details' the pop-up overlays the invoices underneath and actually displays LESS DETAILS as the 'more details' screen with so much white space covers the selection boxes for the invoices underneath, so you have to close the 'more details' where you loose the invoice references that the amount is for (multiple invoice payments) and then able to select if you have managed to remember what was displayed in more details. I did raise this as a defect/BUG, but was told by support its working as designed, ie the 'more details' pop-up is designed to show blank fields and cover the invoice selection boxes.
White space issue for transaction line, there are 4 lines, here is an example on my XERO for 1 transaction:
7 Mar 2023
FASTER PAYMENTS RECEIPT REF....
FASTER PAYMENT RECEIPT
More detailsline 1 date
line 2 tells me its a FASTER PAYMENT with a REF of ...
line 3 tells me its a FASTER PAYMENT (I know this, because its displayed in the line above)
line 4 says I have to press 'more details' I click more details, THEN I get a ref, but I get a whole load of other fields, eg:Transaction Date 7 Mar 2023
Payee
Reference FASTER PAYMENT RECEIPT
Description FASTER PAYMENTS RECEIPT REF.1234 FROM CUSTOMER
Transaction Amount 2,588.64
Transaction Type Credit
Cheque No.
Analysis CodeI see the date (I already know that as its in the transaction line
I see Payee (that is blank) why display a blank field?
I see Reference and description - these are useful sometimes.
Transaction amount - that was displayed on the transaction line, why display again?
Then Cheque number and Analysis code are blank, wasting space.I'm happy to discuss and demonstrate to a Xero UI designer so they can see it for themselves.
Craig C
supported this idea
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963 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Craig C
supported this idea
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298 votes
An error occurred while saving the comment Craig C
commented
We like to send quotes from 'sales' and invoices and statements from 'accounts'. Since we started using Xero our work around is to send the quote emails from Xero email to our 'sales' mailbox and then forward from there, so its a bit of a fudge, too many clicks, different systems etc.
It would be good to have the ability to select the sender address directly in Xero, rather than use our 'fudge' workaround.
Craig C
supported this idea
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596 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!
Craig C
supported this idea
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24 votes
Hi everyone, appreciate this idea has been in a state of Under review fro some time. While it was something our teams we're looking into, this work has had to be put down with other priorities that have transcended.
For now, we'll shift back to 'submitted' where we can continue to track appetite. We'll be sure to let you know if there's any change in this space. Thanks
Craig C
supported this idea
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4 votes
Appreciate your screenshot and can see what you're meaning here, Craig.
While this is not a bug we appreciate this is not ideal and understand why you'd like to be able to view these to items at once. Currently these are two separate features in the Reconcile screen which is why they work in isolation and the More details view can be open and closed while working with Find & Match.
We don't have immediate plans for changing this behaviour, however I've shared with our team and we will let you know if there's any change planned.
An error occurred while saving the comment Craig C
commented
Hello Kelly, can you confirm you have read the BUG in Case CX0013467462, have seen the screenshot attached to that CASE, and you now understand the issue?
Craig C
shared this idea
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An error occurred while saving the comment Craig C
commented
I checked the demo, it doesn't have reference in the 'more details', I have masked out private data. Its bad design/bug the 'statement details' blocks out the invoices, so unable to select them whilst reviewing the payment ref for that bank transaction.
An error occurred while saving the comment Craig C
commented
Hello, yes I sent screenshot, see the case CX0013467462.
If Xero are working on the more statement lines issue(s), can they possibly look at generable usability of the reconcile screen.
This other ongoing issue causes issues when trying to reconcile/view details on statements, seems a bad UI design/BUG:
https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46385428-bank-reconciliation-bank-statement-details-scr