Settings and activity
11 results found
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598 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Lizzy Coleman
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74 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
Lizzy Coleman
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41 votesLizzy Coleman
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65 votesLizzy Coleman
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98 votesLizzy Coleman
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419 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…
Lizzy Coleman
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283 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Lizzy Coleman
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174 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Lizzy Coleman
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543 votesLizzy Coleman
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18 votes
Thanks for the detail of why the Short term cashflows option is not viable for you here, Karl.
We don't have any immediate plans around this but will keep an eye on the appetite here and let you know if there's any plans made.
An error occurred while saving the comment Lizzy Coleman
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18 votes
An error occurred while saving the comment Lizzy Coleman
commented
We recently moved to Xero with the understanding that the "branding" would help us speed up this exact process for sending statements. We have multiple banks, with multiple offered payment terms - and currently have 10 different branding themes.
We're disappointed, to say the least! If we hadn't got so far into the setup of Xero, we'd go back to Sage. We can't be sending out statements one-by-one, so I need to put considerable amounts of time to sort out a workaround for a temporary solution.
What's the point of branding themes if they don't apply to everything? Frustrating!Lizzy Coleman
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Jumping on this to agree - it would be so useful to have "planned dates" for customers paying invoices in bulk. I can't add a planned date per invoice for customers paying 25+ invoices with one remittance - it would take too much time and add 1 note per invoice to the customer's page, which would just be ridiculous.
This feature would be so simple, yet so helpful.