Settings and activity

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

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   18 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

   Kathleen Sampson supported this idea  ·  30 June, 2023

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

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

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins will be able to set rules based on factors of bills such as; amount, supplier, account code or who submitted the bill. You’ll then be able to automatically route bills through selected approvers in sequential or parallel steps. While we know this isn’t a direct solution for this idea, this’d provide you with controls to set rules for common flows in which bills need flagging for approval from specific users in your organisation.

   We appreciate the detail and persistence you’ve brought to this conversation. As soon as there's more progress surrounding this I'll make sure to share another update here.

   Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.

   While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.

   Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.

   We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.

   The new bills approval flow which we’re currently developing is an example of this - once available admins… more

   Kathleen Sampson supported this idea  ·  30 June, 2023

3. Invoices - Unapprove option

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   163 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more

   Kathleen Sampson supported this idea  ·  30 June, 2023

4. Bills - Option to unapprove

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

   Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.

   While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.

   So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.

   Kathleen Sampson supported this idea  ·  29 June, 2023