Settings and activity
11 results found
-
185 votes
An error occurred while saving the comment An error occurred while saving the comment 
Robert White
commented
I suffix the supplier name with -BACS or -DD to help manage this, but it would be so much better to get this functionality built in.
An error occurred while saving the comment Robert White
commented
This would be a HUGE benefit - please add this function ASAP
We collect Sales via Direct Debit, but can pay the same company for Bills using BACS. Ideally there should be a Payment Method for Sales and separate one for Purchase. Could the options be included in the Sales defaults and Purchase defaults section?
Robert White
supported this idea
·
-
628 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
An error occurred while saving the comment Robert White
commented
Hi Marc,
Its amazing how deaf Xero are to this and many other simple, but essential improvements that we are all asking for.
Amazing that you've created this program. I would be interested in trying it out. Can we discuss on email? robert.white@armstrongbell.co.uk
Kind regards,
RobRobert White
supported this idea
·
-
20 votes
An error occurred while saving the comment Robert White
commented
I agree too! My mortgage is a Bank Account and is reporting as a Current Asset! Obviously a long term liability.
This means my ODBC link with Odata cannot arrange/sum the information correctly.
Robert White
supported this idea
·
-
3 votes
An error occurred while saving the comment Robert White
commented
This would save a huge amount of time when planning payments.
Simply being able to search for Bills WITHOUT a paid date is so simple, and helpful, I'm amazed you can't do it!Please add ASAP
Robert White
supported this idea
·
-
4 votesRobert White
shared this idea
·
-
531 votes
Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.
Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.
I want to assure you we'll keep reviewing this idea, and will share as soon as there's…
Robert White
supported this idea
·
-
26 votes
An error occurred while saving the comment Robert White
commented
This would be a HUGE benefit.
Knowing which customer are DD and those which pay via BACS would also make Credit Control a lot more clear.
It would also help tie in to Bills to Pay (and knowing which suppliers collect via DD and when to pay via BACS).
Robert White
supported this idea
·
-
512 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
Robert White
supported this idea
·
-
723 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!
Robert White
supported this idea
·
-
630 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Robert White
supported this idea
·
-
1,187 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Robert White
supported this idea
·
I append the supplier name with “-BACS” or “-DD” so I can manage payment files in Bills to Pay.
It’s frankly ridiculous that Xero still doesn’t provide a proper field to handle this.