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15 results found
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22 votes
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Barbara Fusco
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36 votesBarbara Fusco
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27 votesBarbara Fusco
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31 votes
Hi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
An error occurred while saving the comment Barbara Fusco
commented
The one I am thinking of is the Account Transactions report. All filters should have an "except" filter within them, it would just make reporting so much quicker than having to tick/untick all of them one by one.
Barbara Fusco
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4 votesBarbara Fusco
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105 votes
Hi community, we appreciate the comments about your needs in this idea.
We get the importance of being able to set a delivery address for an individual invoice and have that address remain tied to that invoice, without overwriting the delivery details on past invoices or changing the default details for the contact.
With a clear understanding of the risks in altering historical invoice delivery details and delving into the wide range of workflows this feature would support, we want you to know this is something we’re looking to solve.
We have a larger project around being able to support multiple addresses per contact in invoicing, and as part of this we’ll be enabling the ability to update delivery address details on an invoice-by-invoice basis.
There are few steps for us to get through before we can deliver and get this in your hands but I’ll be sure to share…
Barbara Fusco
supported this idea
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427 votes
Hey team, thanks for all your input on partial asset disposal.
We understand that manually managing parts of an asset can be time-consuming. While we don't have plans at this time to develop a built-in feature, your feedback's really helpful in showing us where things could improve.
For now, manual methods to calculate depreciation and record journal entries to keep things accurate would be the best option.
However, this is a feature that we'd like to revisit as we plan our future roadmaps, and will be happy to share if there is any traction around this. Please keep sharing this idea with any colleagues you feel could benefit from this too.
Barbara Fusco
supported this idea
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58 votes
An error occurred while saving the comment Barbara Fusco
commented
It is incorrect to post a payment on account calling it "overpayment", as in my opinion they are two different things. Sometimes we need to post the payment on the account unmatched, if for example the payment bounced back. That's not an overpayment. And we should then be able to match the bounced back payment (money received) directly to the payment on account (money spent) in order to leave the bill open. At the moment this is done manually posting to the suspense account, but surely there could be a feature which would automatically do the job letting us matching the payment on account to the bounced back money? But for sure it shouldn't be called overpayment in the first place.
Barbara Fusco
supported this idea
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50 votesBarbara Fusco
supported this idea
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174 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
Barbara Fusco
supported this idea
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584 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Barbara Fusco
supported this idea
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754 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Barbara Fusco
supported this idea
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1,432 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Barbara Fusco
supported this idea
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520 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
An error occurred while saving the comment Barbara Fusco
commented
Hi,
Yes please, this is much needed! And also the possibility to exclude the bill from the aged payables report (so a filter would be needed there too!).
Barbara Fusco
supported this idea
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1,247 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…
An error occurred while saving the comment Barbara Fusco
commented
Hi,
Yes please, this is much needed! And also the possibility to mark it as "on hold for payment", something that would exclude the bill from the aged payables report (so a filter would be needed there too!).
Barbara Fusco
supported this idea
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An error occurred while saving the comment Barbara Fusco
commented
Hi,
Yes please, this is much needed! And also the possibility to mark it as "on hold for payment", something that would exclude the bill from the aged payables report (so a filter would be needed there too!).
Yes, please add a column to the Account Transactions report to see the related product/service code - this is crucial for reporting on direct costs and revenue. And it is important to include both purchase invoices and spend money items, as the Payable Invoice Detail report does not include Spend Money items. So it is essential to be able to see it all in one single report instead of having to run several reports each time - really time consuming!