Settings and activity

6 results found

1. User Role - Invoice Only + View Reports

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   submitted  ·  64 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Sue Parry supported this idea  ·  01 June, 2023

2. Contacts - Sort by Contact account number

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   submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Sue Parry commented  ·  01 June, 2023  ·  Edit…  ·  delete…

   Search by contact account reference, PLEASE.

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   Sue Parry supported this idea  ·  01 June, 2023

3. Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)

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   submitted  ·  6 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Sue Parry supported this idea  ·  01 June, 2023

4. Bills - Pay Bill electronically from within Xero

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   48 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

   Sue Parry supported this idea  ·  01 June, 2023

5. Batch payments - Ability to include credit notes

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   94 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently may improve the process for some customers. 

   We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

   Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product. 

   We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage. 

   As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently… more

   Sue Parry supported this idea  ·  01 June, 2023

6. Bills - Flag a Bill as 'in dispute / query'

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   223 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product teams regularly come to better understand and see where they can develop solutions for our customers alongside other priorities they're balancing. You'll see in many places we're beginning to see how we can get our community members more involved in research and testing for ideas early on in the development process.

   As soon as there is more news around the teams work in this space we will be back to share this with you all, here.

   We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.

   I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product… more

   Sue Parry supported this idea  ·  01 June, 2023