Settings and activity
72 results found
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107 votes
An error occurred while saving the comment -
664 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
supported this idea
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314 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
supported this idea
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204 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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213 votes
An error occurred while saving the comment Chris Curlett
commented
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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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
supported this idea
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74 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Chris Curlett
supported this idea
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2 votesChris Curlett
shared this idea
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3 votesChris Curlett
supported this idea
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2 votesChris Curlett
supported this idea
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3 votes
Hi Renu, you could run the History & Notes to see the last date of reconciliation in an org. If you search for 'reconciled ' this'll help you zone into the action if there's a lot of activity - See my image below.
Alternatively, you may find the Assurance dashboard useful where you can get a view of user activity and Bank Account activity.
Chris Curlett
supported this idea
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4 votesChris Curlett
supported this idea
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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.