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41 results found
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1 vote
Grace Occleshaw
shared this idea
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503 votes
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.
Grace Occleshaw
supported this idea
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6 votes
Thanks for your feedback here. Currently when you create a credit note/overpayment the balance is reflected in the contacts record. This shows as a negative value in the list of the customer's invoices.
With new invoicing, if you create an invoice for a contact that has outstanding credit, you'll be asked if you'd like to allocate this credit once the invoice has been approved. You'll also see the available credit and option to apply each time you view an approved invoice.
While it's not possible to allocate credit from one contact to another you could edit an existing credit note to change the contact without having to recreate it from scratch.
Grace Occleshaw
supported this idea
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7 votesGrace Occleshaw
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2 votes
Great to hear how you're currently using Xero with Credit Notes to manage this process for yourself, Joseph. I've slightly amended your idea for being able to set an expiry for a credit note as it's quite unlikely that we'll look to create a completely new feature for managing retainers.
Having a quick look at some of the other ideas raised in community, it looks like some people maybe using SimPro as a means to manage these, alternatively you could explore apps in the ecosystem that may meet your needs. 🙂
Grace Occleshaw
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13 votesGrace Occleshaw
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2 votesGrace Occleshaw
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3 votesGrace Occleshaw
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12 votesGrace Occleshaw
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2 votesGrace Occleshaw
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5 votesGrace Occleshaw
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4 votesGrace Occleshaw
supported this idea
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425 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…
An error occurred while saving the comment Grace Occleshaw
supported this idea
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33 votesGrace Occleshaw
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139 votesGrace Occleshaw
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8 votes
An error occurred while saving the comment Grace Occleshaw
commented
This is crucial for businesses who supply to big corporates such as Coles & Woolies who often require multiple references on an invoice (e.g. PO & Site number)
Grace Occleshaw
supported this idea
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417 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.
Grace Occleshaw
supported this idea
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350 votesGrace Occleshaw
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412 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.
Grace Occleshaw
supported this idea
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456 votes
Hey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.
For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.
Grace Occleshaw
supported this idea
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Thank you for looking into this idea Kelly & the team.
As others have mentioned, this is saving only a couple of clicks in the workaround we are currently doing. It would be worth pursuing if history & notes could be copied over so we can keep the information.
A lot of businesses use Xero Add-Ons, which have links from Xero bills to that add-on. In the suggested solution above, would these links still be active on the new bills?
I would suggest investing the time in a solution that will add significant value, instead of automating a workaround. Myself and other partners are usually happy to wait for a great feature if we know it is on the roadmap and being invested in fully.
Thank you again for reviewing this highly anticipated product idea.