Settings and activity
13 results found
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852 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
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Elizna Bouwer
supported this idea
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781 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.
Elizna Bouwer
supported this idea
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454 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Elizna Bouwer
supported this idea
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422 votes
An error occurred while saving the comment Elizna Bouwer
commented
Definitely a good idea to be able to dispose of multiple assets at once. This will assist when a store is sold and all assets are sold to new owner.
Elizna Bouwer
supported this idea
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192 votes
Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
An error occurred while saving the comment Elizna Bouwer
commented
How long does an idea stay "under review" before it is actually done?
The newest product updates shows that we can now upload multiple photos on Hubdoc. But it is still multiple photos individually uploaded to separate invoices.
That feature is not really as helpful as a multiple-pages combined to one upload that we all need.
Many invoices run over more than 1 page. To use another app to first save two pages as one document and then only adding to Hubdoc is a time waster.Elizna Bouwer
supported this idea
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318 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Elizna Bouwer
supported this idea
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447 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Elizna Bouwer
supported this idea
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167 votes
Hi community, our reporting team is actively testing how reports are grouped and accessed, and we'd like your feedback to help us design a better report grouping structure that supports role-based access in reporting.
How you can help: Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉If you're interested, please use this link to get started.
We greatly appreciate your ongoing support & valuable input for the reporting team!
(If you’ve already taken this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Elizna Bouwer
supported this idea
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300 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Elizna Bouwer
supported this idea
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An error occurred while saving the comment Elizna Bouwer
commented
We have a client where they have a user with an "Invoice Only" role. This person is responsible to import the billing invoices from Hubdoc to Xero and approve the invoices. This user does not handle the payments of the billings.
However, after processing the billing invoices, the client wants this user to give them an Age analysis, which she cannot do with the "Invoice Only" option.It would be great if the "invoice only" role had to option to add certain reports that the user may access to give through to management.
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80 votesElizna Bouwer
supported this idea
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23 votes
An error occurred while saving the comment Elizna Bouwer
commented
@Andrew - I think even more people need to vote on this before they will even look at this. Hopefully, at some point, they will find a better solution.
Elizna Bouwer
supported this idea
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6 votes
Hi Elizna, you can run the Receivable or Payable invoice detail reports for multiple contacts at a time. Is there something specific about the Contact Transactions Summary that's missing from these reports that you'd want included ?
Elizna Bouwer
supported this idea
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An error occurred while saving the comment Elizna Bouwer
commented
Hi
I know about that Payable invoice detail report and it works nice. There are many filters and options to choose from. The only issue is that you cannot see the actual amounts paid. When the auditors ask for a ledger, they try to match a payment back to the bank.
The contact transaction detail, which we have to pull one by one, reflects the allocated payments which they need to add up, but then you need to pull the report one by one.
The Payable invoice detail - I can filter for certain suppliers, but it just reflects as Paid and a date.
It would be nice to have something in a ledger style with debits and credits reflecting the amounts paid. Not sure if it is possible after we allocated a payment to different invoices, to just reflect the one amount paid in the ledger, though?
In the meantime we will be working on the Invoice detail report.
Thanks!
Elizna Bouwer
shared this idea
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44 votes
Hi community, we recognise it's been some time since our last update on this idea and apologise for the delay in coming back here.
After our last post, priorities for the team did pivot and work for showing current VAT liability was put on hold.
While not actively underway atm, we have intentions of surfacing an organisation's VAT liability total on the dashboard on our longer terms roadmap. While we'll move this idea to Accepted for now, as soon as there is movement we'll be back to update you again. Thanks
Elizna Bouwer
supported this idea
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Hi all
Just saw now there is another idea that was posted similar to this one -
"Reconciliation - Allow credit notes to show and be selected on the find & match screen"
That one is actually reflecting as "working on it", but also from a while ago. Maybe go and vote on that one as well so that we can get this moved to priority.