Settings and activity
15 results found
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966 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
An error occurred while saving the comment 
Gill March
supported this idea
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246 votes
An error occurred while saving the comment Gill March
commented
This feature is so important. I do not want to chase for future bills, only what is due.
An error occurred while saving the comment Gill March
commented
Please add the option to send a customer statement with overdue invoices only. I do not want to chase them for future invoices. This is a fundamental accounting option. I cannot believe it is not part of Xero already.
Gill March
supported this idea
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917 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
An error occurred while saving the comment Gill March
commented
Marking a bill disputed is vital to stop it being paid by mistake. Also it would help if you could mark bills/suppliers that are being paid by Direct Debit, Credit Card etc. Please add these features as standard asap.
An error occurred while saving the comment Gill March
commented
Please add this as a matter of urgency. So important.
An error occurred while saving the comment Gill March
commented
This is so important. Please include it asap on the bills to pay section. It should have been in their from the start.
An error occurred while saving the comment Gill March
commented
This is a vital part of accounts. Please add this feature asap.
Gill March
supported this idea
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101 votes
An error occurred while saving the comment Gill March
commented
would be great if you could split/filter the bills report by this type too as well as currency.
An error occurred while saving the comment Gill March
commented
This is an essential feature to be able to see the payment method. Please add as soon as possible.
Gill March
supported this idea
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An error occurred while saving the comment Gill March
commented
Please add this as an important feature. It would be very helpful to be able to split the different ways bills are paid eg by credit card, Direct Debit or by online banking. It would save loads of time when running reports/analysis or just working on one area of payment at a time.
Please add urgently
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572 votes
Hi everyone
To follow on from Kelly’s last update, the Product team have made a lot of headway in the 'building on beautiful' work which has prepared the platform to more easily build features solving customer problems, like the ones identified in this thread.
I’m pleased to share that we’re in the early stages of developing a solution that combines increasing the number of statement lines being returned to the page and a search and filter across all of your statement lines.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please register your interest here. Given the popularity of this idea we expect spaces to fill up fast. Update: we have since closed the form as we have enough interest. We also want to make sure we test…
Gill March
supported this idea
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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.
Gill March
supported this idea
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225 votesGill March
supported this idea
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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…
Gill March
supported this idea
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68 votes
Hi community, thanks for all your input into this idea. Right now, our product team are looking into this space and we'd like to invite any US based users in this idea to participate in some early concept testing.
✍️If you'd like to be a part of this please fill in this short questionnaire.
Spots are limited, and please note that we may not be able to contact or schedule everyone who registers their interest.
We'll round back to share any progress with you all on the idea here.Gill March
supported this idea
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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!Gill March
supported this idea
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401 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Gill March
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245 votesGill March
supported this idea
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543 votes
An error occurred while saving the comment Gill March
commented
This is a very important part of the process. Please include it.
Gill March
supported this idea
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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!
Gill March
supported this idea
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5 votes
Thanks for your feedback and sharing your idea in the forums here, Jo - As part of our work for 'building on beautiful' a contact record is the next page in this space that'll be getting a new look.
Though a little too soon to confirm what it will look like, I can say that the page will be cleaner, with filters to help with viewing what is shown on the page.
I'll keep you updated, here 😁
Gill March
supported this idea
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An error occurred while saving the comment Gill March
commented
I agree - it is very cluttered with Notes all the way through an active customer account. Please allow to filter or just put an activity only tab as well. Reports also need more filters eg to be able to split GBP and separate foreign currency for bill to pay etc. Can we filter bank payments from Credit card payments and Direct Debits, so we can run proper reports for each type of payment please?
This is a vital feature. Please add it urgently. I have several large companies with multiple addresses. A nightmare.