Settings and activity
5 results found
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194 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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97 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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1,205 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…
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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654 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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784 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.
Mariete Santos
supported this idea
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An error occurred while saving the comment Mariete Santos
commented
Yes please ! We cannot either select CN on a bank reconciliation or on a Batch Payment.
Credit Notes are very difficult to deal on Xero specially when there are lots of them monthly....
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!