Settings and activity
41 results found
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89 votes
Tim Stone
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87 votesTim Stone
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115 votesTim Stone
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105 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Tim Stone
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139 votes
An error occurred while saving the comment Tim Stone
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168 votes
Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.
While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.
If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.
However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open…
Tim Stone
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127 votesTim Stone
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250 votesTim Stone
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142 votesTim Stone
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503 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Tim Stone
commented
and this -> https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44961307-invoice-bulk-allocation-of-credit-notes should also be merged as they essentially represents this exact same issue regarding how credits are handled in Xero.
Tim Stone
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An error occurred while saving the comment Tim Stone
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Suggest this -> https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46426279-bills-toggle-whether-to-allocate-credit-notes be merged into this idea
And adding my 2 cents worth...
This is how Credit Notes are and always have been handled in the real world. Like a negative bill/invoice.
Instead of adding a whole seperate process of allocation, CR Notes are simply selected as one of the invoices/bills being paid, just with a negative balance.
Oh how I wish this was an option for handling CR Notes in Xero. You could ditch the whole CR Note API and just allow negative balances on invoices/bills. The only validation issue becomes preventing a numpty user from trying to generate a negative batch payment or receipt, which can use the same logic already used to prevent negative invoice/bills right now.
It is a far simpler and more practical methodology that aligns precisely with the real world process.
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144 votes
An error occurred while saving the comment Tim Stone
commented
Yes please!
Just to add to this a tiny bit. Also add Export & Print buttons for reports to the header instead of scrolling through the entire report (which can be far longer than a 200 item list) to reach the ability to export (or print if you're so inclined) a report.
Tim Stone
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214 votes
Appreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know.An error occurred while saving the comment Tim Stone
commented
A great feature idea that is on the roadmap for development in our businesses' back office systems. It would be a huge advantage if it were offered as a feature of Xero instead of needing to develop it specifically for our own use.
a lot of comments RE MYOB offering this feature. Maybe after around 10 years of Xero use it is time to return to or at least review what the competition has on offer?
Tim Stone
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192 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
Tim Stone
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132 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
Tim Stone
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214 votesTim Stone
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232 votesTim Stone
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187 votes
An error occurred while saving the comment Tim Stone
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It's really a severely lacking option in terms of maintaining a professional presentation/image, when you cannot adapt a remittance advice to be consistent with other documents produced by your business.
I'm not sure whose address / email address / contact info actually fits in the pathetically skinny column available for this information on a remittance advice without being split over multiple lines and looking completely disgusting.
The only saving grace is that everyone knows what accounting app you're using when they get one these horrible things and generally knows there is nothing you can do about it.
Tim Stone
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265 votesTim Stone
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303 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Tim Stone
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318 votesTim Stone
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An error occurred while saving the comment Tim Stone
commented
Suggest this -> https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45224872-bills-ability-to-return-an-unpublished-bill-to-d be merged into this idea.
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I'm relieved to have stumbled over this idea, as the similar one I originally had found (above) had what I thought to be an amazingly underwhelming level of support for what I think is a fundamentally essential feature.
This would be **EXTREMELY** useful.
Absolutely! The ability to record an un-mutated supplier invoice/reference number (to ensure no duplicate entries) with a seperate field for internal reference be it a PO#, Status, Invoice Type, Department, Job # etc or whatever the individual business needs is a MUCH needed, LONG overdue feature.
And just to be clear in case it ever is implemented ... it's pointless to include it if it is not searchable!