Settings and activity
68 results found
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87 votes
Chris Curlett
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52 votesChris Curlett
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32 votesChris Curlett
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24 votes
Thanks for your idea, Sarah - We'll get a sense of the interest here.
Perhaps in the meantime you could look to use the Archive and restore options for an account in your chart of accounts as a way of managing this?
Chris Curlett
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10 votesChris Curlett
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9 votesChris Curlett
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350 votesChris Curlett
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20 votesChris Curlett
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47 votes
Hi team, to share your feedback with the right teams and individuals can you please explain the screens/pages in Xero you'd find this particularly useful?
Chris Curlett
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9 votesChris Curlett
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37 votesChris Curlett
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32 votes
Appreciate how this would be beneficial for your business having assurity in an awaiting approvals likelihood.
With businesses having varying levels of assurity around this I want to be open that we don't have any direct intention fo changing reports like the P&L to automatically include this, however we'll begin to track the level of interest around this, here. Thanks
Chris Curlett
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92 votes
An error occurred while saving the comment -
602 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!
Chris Curlett
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284 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Chris Curlett
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolling out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.
This…
Chris Curlett
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161 votes
Hi everyone, we thoroughly appreciate hearing where our users would like to see change across Xero. We also hear feedback through many other sources, and realistically while we’d love to, we simply cannot work on all things at once. Our product teams must make hard choices on where, and what to develop everyday, to continue delivering consistently high value to our customers.
That being said, there are no plans to make Xero a fully functioning email system for communicating with your contact base, like what’s being asked here. Focus for the team at present is needed on more critical projects, such as building on beautiful. There are many integrations available through our ecosystem, if you don’t find one specifically for sending out bulk emails to contacts, you could approach a custom-cloud integrator to build one for you at a fee.
I know this isn’t the news you’re hoping…
An error occurred while saving the comment Chris Curlett
commented
This would be such a huge help and make things so mutch more efficient. Also being able to do it customers OR Suppliers OR Both!
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173 votes
An error occurred while saving the comment Chris Curlett
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I agree with this and would add it should also apply to Statements. I have a number of Branches within an entity who each require to be sent the invoice for approval. When they approve it they send it to H/O where it is consolidated. When the EOM statements are run all these entities are combined into one statement which goes to H.O. for payment.
A number of Accounts Packages cater for this as "H/O Accounting".It would be grand if this was available in Xero.
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22 votes
An error occurred while saving the comment Chris Curlett
commented
Last Payment Date on the Accounts Receivable Report. Have the "Turn on/off" this so the user can see when a Customer last paid. It would be very helpful to see this, especially with recalcitrant Customers.
Chris Curlett
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28 votes
Hi Melissa, this is essentially what 'Lock dates' enable at an organisational level - Or is there a reason this wouldn't suit for your business here?
Chris Curlett
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This is fundamental to the Audit process in the approval of Bills and would strengthen the fraud prevention process. Really support the development of this.