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41 results found
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426 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.
Tim Stone
supported this idea
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410 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
Tim Stone
supported this idea
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944 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Tim Stone
supported this idea
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416 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
Tim Stone
supported this idea
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598 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Tim Stone
supported this idea
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606 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!
Tim Stone
supported this idea
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686 votes
Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.
As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.
With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.
Tim Stone
supported this idea
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38 votesTim Stone
supported this idea
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14 votes
An error occurred while saving the comment Tim Stone
supported this idea
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22 votesTim Stone
supported this idea
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435 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Tim Stone
supported this idea
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An error occurred while saving the comment Tim Stone
commented
Absolutely agree!
I'm in disbelief at the low level of support for this idea. I can't tell you how many times, I've accidentally clicked as approve then have to void and re-enter to get it as "Waiting Approval".
This would be **EXTREMELY** useful.
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43 votes
Appreciate wanting this within the individual bill and through creation, Ruth. We'll track interest of this here,
As a solve for right now, you can jump across to the Awaiting Payment tab and select the Bills you'd like to assign a planned date too you'll see the Action for 'Add planned date' turn blue and you can use this to bulk assign a plan to date to multiple bills at once 🙂
If you're not sure which bills you've assigned a planned date too, you can click the plan Planned date header to sort all bills without a date assigned.
An error occurred while saving the comment Tim Stone
commented
The "work-around" offered is a real "work-around" and doesn't really address the inconvenience.
The ability to add the planned date while entering the Bill is what is required. Perhaps as a layout option so those that don't use it, don't have the extra date field to pass through when entering.
I would personally like to see it implemented as another date field immediately after Due Date - this would provide the convenience to make the planned date feature usable.
Having to enter the Bill/s, then go to another view, find and allocate planned date is not an effective solution. The ability to bulk add planned dates is great, but not everyone is on the same terms. Far more appropriate to be entered as part of the Bill creation/entry process.
Tim Stone
supported this idea
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1 voteTim Stone
shared this idea
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140 votesTim Stone
supported this idea
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38 votes
An error occurred while saving the comment Tim Stone
commented
This refers to the same idea as referenced in https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46028776-search-by-contact-account-number
And as I commented on that link - It makes sense that ANYWHERE I can search or filter by contact name, I should also be able to search or filter by contact account number.
What is the point of it if you can only make use of it here and there?
Tim Stone
supported this idea
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An error occurred while saving the comment Tim Stone
commented
This also applies to searching/filtering bills/invoices awaiting payment, currently you have to use the contact name.
Realistically, you are either using contact names or accounts numbers for entry or lookup. It makes sense that ANYWHERE I can search or filter by contact name, I should also be able to search or filter by contact account number.
Really is a half finished "feature" if it's not always available. Don't think I'll hold my breath though.
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149 votesTim Stone
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6 votesTim Stone
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3 votesTim Stone
shared this idea
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36 votes
An error occurred while saving the comment Tim Stone
commented
Not much point to having contact groups if they can't be used to filter invoices/bills etc.
Enabling this would allow clients or suppliers of a specific payment type to be filtered and displayed for batch payments etc.
This should be a priority upgrade.
Tim Stone
supported this idea
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5 votesTim Stone
shared this idea
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I would go further and suggest that instead of a big green "Well Done! You've Reconciled Everything" when all bank feed statement lines are matched, that confirmation should display a list of any/all unreconciled transactions.
The real-world workflow/intention does have people completing the feed reconciliation and then navigating off to somewhere completely different to run a reconciliation report. For the vast majority, allocating the bank feed and getting the big green confirmation is the end of the process.
Being aware of un-presented items being an important part of that process, they should be represented somewhere obvious in that workflow. Having to run a separate report is NOT an appropriate solution.