Settings and activity

6 results found

1. Contacts - Sort by Contact account number

   22 votes

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   submitted  ·  7 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Gillian McConnell supported this idea  ·  01 April, 2023

2. Sales Invoice - Option to 'Approve and add a payment'

   13 votes

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Gillian McConnell supported this idea  ·  01 April, 2023

3. Bills - Edit Date of paid bill

   11 votes

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Gillian McConnell supported this idea  ·  01 April, 2023

4. Bills - Flag a Bill as 'in dispute / query'

   1,168 votes

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   280 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 being resolved.
   • Update the reference to add a notation such as [reference number] - Do not pay
   • Adjust the planned date to be very far out in the future

   We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

   We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

   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… more
   Gillian McConnell supported this idea  ·  01 April, 2023

5. Bills - Apply discounts on accounts payable invoices

   91 votes

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   28 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!

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   Gillian McConnell commented  ·  01 April, 2023  ·  Edit…  ·  delete…

   Is it possible to be able to apply even a penny discount when paying a supplier invoice. ATM i have to go back into invoice to reduce the original amount of invoice by the discount which is time consuming

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   Gillian McConnell supported this idea  ·  01 April, 2023

6. Sales Invoice - View contact vat number

   3 votes

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   0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Gillian, understand it doesn't accomplish all of your idea here. However you can view a contacts address from the invoice. If you click on the 'To' field once you've added the contact you'll be able to view their email, postal and delivery addresses and telephone. 

   Gillian McConnell shared this idea  ·  01 April, 2023