Settings and activity

6 results found

1. Invoices and Bills - Use cursor keys instead of mouse or tab

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Tui Brewster shared this idea  ·  29 August, 2023

2. Bills: Option to unapprove

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   67 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 needed unapproving you'd need to use the feature on each bill, individually. Also, as a new bill is being created in the process, there would be no history from the original (voided) bill.

   All things above considered, do you feel this solution would be valuable to your business?

   We’ll give you sometime to feedback, and share an update once we’ve got more clarity from the feedback and how we move forward from here.

   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… more

   Tui Brewster supported this idea  ·  29 August, 2023

3. Batch payments - Ability to include credit notes

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   submitted  ·  57 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Tui Brewster supported this idea  ·  29 August, 2023

4. Practice Manager | Clients - Date of death field for client details

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   submitted  ·  21 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Tui Brewster supported this idea  ·  12 April, 2023

5. Reconciliation - Allow credit notes to show and be selected on the find & match screen

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   516 votes

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   154 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   Tui Brewster supported this idea  ·  12 April, 2023

6. Contacts - Allow multiple addresses for a single contact record

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   294 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

   Tui Brewster supported this idea  ·  12 April, 2023