Settings and activity
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42 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
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Grace Occleshaw
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195 votesGrace Occleshaw
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292 votesGrace Occleshaw
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4 votesGrace Occleshaw
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605 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
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8 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
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8 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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14 votesGrace Occleshaw
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3 votesGrace Occleshaw
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5 votes
Appreciate no direct feature for this at present, Grace and we'll begin to get a sense of the interest in this here. In the meantime, perhaps including the request in the invoice Terms and Conditions could be a good indicator that this is something you request of your customers when sending the invoice or reminders?
Grace Occleshaw
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45 votesGrace Occleshaw
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2 votesGrace Occleshaw
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5 votesGrace Occleshaw
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9 votesGrace Occleshaw
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535 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
An error occurred while saving the comment Grace Occleshaw
commented
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.
Grace Occleshaw
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57 votesGrace Occleshaw
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155 votesGrace Occleshaw
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12 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
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513 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
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This is so critical for planning; it would also be great to see this as an item under the "Planned schedule" so we can see the amount that we haven't planned.