Settings and activity
6 results found
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24 votes
Hi team, we appreciate hearing how it'd be helpful to see client ownership information at a glance.
We're working on a few additions to the client list including the ability to add Partner and Manager as optional columns. This will also include matching filter options to help practices find and manage client groups more efficiently.
Work is now underway, and we’ll share another update as this rolls out. 😊
Mariete Santos
supported this idea
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110 votes
Hi team, thanks for sharing your feedback on permissions here. We really appreciate the strong interest in this area.
With the new client and staff experience, some of you may have already seen the updated Client permissions, which help address part of this need. We’ve also recently introduced a change that allows staff with view-only access to create and edit notes, which also reflects some of the feedback raised.
To be transparent, we don't have any plans in the near term to enable staff to edit contact groups or relationships without full edit access. As the team continues to develop the practice experience, they’ll keep monitoring feedback in this area, and if anything changes we’ll be sure to share an update here.
Mariete Santos
supported this idea
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231 votes
An error occurred while saving the comment Mariete Santos
supported this idea
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An error occurred while saving the comment Mariete Santos
commented
The ability to select Credit Notes when creating a batch payment is equally necessary here.
I have been creating Remittance Advices on Excel spreadsheet to suppliers that has lots of credit notes. This should be a basic feature on a accounts software.
Yes for a upgrade please!!!An error occurred while saving the comment Mariete Santos
commented
This is a basic function and would help in the accounts payable processes and sending Remittance Advices. I having been sending Remittances Advices on a spreadsheet for suppliers with lots of credit notes...time consuming....
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108 votes
Thank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
Mariete Santos
supported this idea
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1,296 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
An error occurred while saving the comment Mariete Santos
commented
The ability to change a Approved Bill back to Awaiting Approval would help as well please.
An error occurred while saving the comment Mariete Santos
commented
If at lest we could save the Bills back to Awaiting Approval - after Approving. But once Approved it goes to Awaiting Payment tab and we can not change it...Wondering how is every one dealing with this issue???
Mariete Santos
supported this idea
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699 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Mariete Santos
supported this idea
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Annette - the Credit Notes details does show on the REMITTANCE ADVICE sent to suppliers. They are listed below the bills under "Additional invoice activity".
The issue here is that if we use Credit Notes to get a Bill to $0.00 balance then neither the Bill and the Credit Note will show on the REMITTANCE ADVICE. So a way around I have been using is always leave at least $1.00 payable on each bill as at the end I always have a balance payable to my supplier anyway. Hope that helps!