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18 results found
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921 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Accounts Giles
supported this idea
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45 votesAccounts Giles
shared this idea
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41 votes
Thanks everyone, we appreciate you sharing how the five-reminder limit can be restrictive and result in more manual follows ups from your business.
We’re pleased to update that this idea is moving forward as part of our Get paid without chasing work.
As part of this development, JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
These multi-step plans go well beyond the current 5-reminder limit, with persistent chasing until payment.
We’ll share more as this feature lands so you can begin to make use.
Accounts Giles
supported this idea
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536 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 Accounts Giles
supported this idea
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225 votes
Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.
The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.
I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.
Please keep the ideas and feedback coming to show your support for this idea.
Accounts Giles
supported this idea
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89 votes
Hi community, thanks for continuing to engage, and sharing your needs in adding more layers to your chart of accounts structure.
We know especially for some of our US customers that this can sometimes be a show stopper in using of Xero.
Right now, we do have a product team that have begun exploring the efforts that'd be required to implement a change of this nature - while we can't commit to any development at this point we'll share any progression with you all here. Thanks
Accounts Giles
supported this idea
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14 votes
Hi team, in lieu of a direct field for this atm as noted in my last response you could add a Note to the Contact record either as a History and Notes note or within the additional notes field by editing the Contact.
We're continuing to track this idea here and will share if there are any updates.
Accounts Giles
supported this idea
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36 votesAccounts Giles
supported this idea
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1,169 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
- 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
Accounts Giles
supported this idea
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19 votes
Hey team, thanks for raising and supporting this Idea! we have now moved this to Gaining Support so now you can share with colleagues and friends to vote and comment on it. We appreciate all the support given so far this all helps with future developements.
Accounts Giles
supported this idea
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13 votes
Hi team, we appreciate support for being able to combine or merge multiple existing quotes.
To update here, this isn't something we have any plans around at this time, and not getting a lot of traction overtime we will soon remove this from the forums.
The best option right now would be to open the largest quote and add lines from the others to this and then delete the others. Thanks
Accounts Giles
supported this idea
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254 votes
Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.
We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.
Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.
To be transparent, this work isn’t currently on our roadmap.
For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.
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Accounts Giles
supported this idea
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163 votes
Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.
An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.
We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.
Accounts Giles
supported this idea
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203 votes
💫 Thanks everyone for sharing your feedback here and for continuing to support this idea.
We know the conversation on this has been building over time, and we really appreciate everyone who’s taken the time to add their vote and explain how this would help in day-to-day work.
We’ve reviewed the idea and are updating the status to Gaining support so it can stay open for votes and comments from the community. Please keep sharing and supporting the idea so we can continue to gauge community interest. If you’d like to add more detail on how this would help your workflow, that context can be especially useful for our product teams as they review the ideas customers care most about.
Thanks again for taking the time to share your thoughts and support here.
Accounts Giles
supported this idea
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536 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Accounts Giles
supported this idea
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651 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Accounts Giles
supported this idea
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1,457 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.
Accounts Giles
supported this idea
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1,273 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…
Accounts Giles
supported this idea
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Ability to flag an account to categories such as 'on hold' 'pay on order' 'direct debit' 'credit account' 'do not use' with the possibility for users to add their own.
For us it would be useful to add one to say 'project open' and have personalised ones for specific contracts so that we know what stages of a job clients are on and what suppliers to use when.