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  1. 207 votes

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    Cherron Christie commented  · 

    Essential. It's like Xero expects only x1 user to be sending every single document from Xero and to know which email each document should go to....Surely a PO shouldn't be going to someones email that doesn't handle PO's from our company. Most companies have many different users doing many different documents and sending just as many emails. Makes no sense.

    Cherron Christie supported this idea  · 
  2. 287 votes

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    Cherron Christie supported this idea  · 
  3. 330 votes

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    Cherron Christie supported this idea  · 
  4. 262 votes

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    Cherron Christie supported this idea  · 
  5. 476 votes

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    Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.

    In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.

    Cherron Christie supported this idea  · 
  6. 630 votes

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    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!

    Cherron Christie supported this idea  · 
  7. 234 votes

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    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…

    Cherron Christie supported this idea  · 
  8. 368 votes

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    Thank you everyone for continuing to connect with us on this, here. We know this is an important feature for many of our customers, and I can confirm that work is under way to develop the ability to copy the contact across to a new draft invoice when using the Copy to feature in new invoicing. 

    We'll shift the idea across to working on it and I'll be back to share when it's live for you to all start using. 😊

    Cherron Christie supported this idea  · 
  9. 134 votes

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    Cherron Christie supported this idea  · 
  10. 121 votes

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    Cherron Christie supported this idea  · 
  11. 7 votes

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    Cherron Christie supported this idea  · 
  12. 52 votes

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    Cherron Christie supported this idea  · 
  13. 13 votes

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    Cherron Christie supported this idea  · 
  14. 485 votes

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    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…

    Cherron Christie supported this idea  · 
  15. 43 votes

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    Cherron Christie supported this idea  · 
  16. 66 votes

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    Cherron Christie supported this idea  · 
  17. 3 votes

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    Cherron Christie shared this idea  · 
  18. 301 votes

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    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!

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    Cherron Christie commented  · 

    @Joanne Henderson
    You can override the value in the payments column just before you continue to close out the batch. I use this function almost weekly as we often have to pay deposits only on full invoice values. I have attached a screenshot for reference :)
    step 1. Select the bill/s you want to pay - Click make payment
    step 2. Choose bank account to pay from
    step 3. It is here in the review payments area on that line for that bill that you can click into it and override the value to pay and that will transpose to the batch. Here I have used your $25 example to show you the bill value is $778.53 but I am only going to pay $25, reducing the entire batch.

  19. 5 votes

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    Cherron Christie shared this idea  ·