Settings and activity
56 results found
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197 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kristen Saunders
supported this idea
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12 votes
Hi Ian, thanks for your feedback. We don't have plans to enable the ability to add quick access options directly to the homepage but we'll see the support your idea gets here in community.
For the time being, you may find the keyboard shortcuts that are available handy in quickly navigating where you need. 🙂
An error occurred while saving the comment Kristen Saunders
supported this idea
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259 votes
Thanks to everyone who's shared how a second reference field on bills would support supplier invoice numbers, purchase orders and job references. We appreciate the strong appetite for this improvement and the practical examples provided.
Some groundwork has already been completed, and while this isn’t in our immediate pipeline, it's high on the teams radar and something we would like to pick up.
Though we can't commit to development just yet, we’ll keep you updated here of any progression.
An error occurred while saving the comment Kristen Saunders
commented
14 YEARS to get on the radar.
Done a bit of groundwork.
Can't commit to development.
A single little field/text box that every. other. accounting system. has.
A standard, essential functionality. not bells and whistles no one asked for (and probably no one uses). We are talking about basics here.
Honestly, I am gobsmacked by Xeros response to this. Lost for words.
An error occurred while saving the comment Kristen Saunders
commented
Xero have blatantly ignore this basic functionality for years. they must be the only accounting software in existence that doesn't have a second reference field in bills. Having to add a PO number to the end of an invoice number negates the detect duplicates feature. someone might write PO 123, or PO123, or PO#123 or PO #123. Plus it looks messy and forces me to use functions in excel to sort everything out (text after, text before, left, right etc) when i export data.
It is essential to be able to search bills by the PO number because sometimes a PO is split accross several bills
The people designing xero aren't day to day users and are too busy faffing about with ai nobody wants or asked for. We would rather have a second reference field in bills. how hard can it be?
An error occurred while saving the comment Kristen Saunders
commented
Xero, Please address this!! even just add an extra box in the bills window for PO number. This must be the only accounting system that doesn't have a field for PO number. I don't care about JAX or fancy dashboards. I care about basic functionality.
Kristen Saunders
supported this idea
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681 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
An error occurred while saving the comment Kristen Saunders
commented
Rachel - that is Xero in a nutshell. Big on useless bells and whistles and low on common functionality.
I don't know who's running the company (certainly not anyone who's every used accounting software as a bookkeeper) or why this is their ethos.
Maybe they can use their JAX to scan these pages and find out what their users really want and need.
An error occurred while saving the comment Kristen Saunders
commented
Xero isn't here to fix things for users they are here to make money. obviously their marketing is attracting alot of new subscriptions so their focus is on increasing market share and becoming the dominant player.
The product ideas forum merely exists to appease existing users, but anyone who's been here a while comes to realise popular ideas sit ignored for a decade.
They know its a big expensive tiresome job to change accounting software, so most of us are locked in.
We changed from myob 3 years ago not realizing the purchase order system is virtually non existent (we just assumed it existed like it does in every other accounting software! never thought to question it!) its costs thousands to move accross to Xero and to be honest the Myob cloud package was slow and sub-par.
But i remain hugely disappointed in Xero as a company. I don't want a new home page, or AI integration, I want basic functionality to work like it should. Whoever is running Xero has Zero focus on that.
Kristen Saunders
supported this idea
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275 votes
Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.
I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.
We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.
An error occurred while saving the comment Kristen Saunders
commented
We have just started using Dext for entering some bills and it can recognize prepayments and create the journals
however it doesn't work on foreign currency transactions so I will still have to do those manually in a spreadsheet.
Kristen Saunders
supported this idea
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1,296 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
An error occurred while saving the comment Kristen Saunders
commented
I agree with Chris below. I feel like Xero wasn't designed or developed by bookkeepers, just someone who's never worked as such saying 'wouldn't it be great if it could do this'
theres a huge focus on bells and whistles over basic functionality. (the Purchase orders being a case in point - it must be the only accounting software that doesn't provide this essential basic feature) I couldn't even get a payroll report filtering payroll types and had to spend over a few hours filtering a spreadsheet. Basic things overlooked.
I used Myob for over 20 years and it was highly functional and user friendly, unfortunately they fell behind when cloud accouting entered the picture.
For me the worst part about Xero is how they provide this suggestion platform then completely ignore it for years.
Kristen Saunders
supported this idea
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231 votesKristen Saunders
supported this idea
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52 votes
An error occurred while saving the comment Kristen Saunders
commented
I agree also. credit notes are complicated in Xero
perhaps you could enter the credit note through the main bills window and just have a button within the bill window that changes it from bill to credit note.
An error occurred while saving the comment Kristen Saunders
commented
definitely need to make credit notes from the draft area
i don't understand why this has not been possible from the start
seems like a pretty basic functionKristen Saunders
supported this idea
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11 votes
Hi team, as mentioned in my last update. In the way credit notes work in Xero today, generally this is a time saving mechanism, so you don't have to take extra steps to apply the credit to the invoice.
However we understand from the feedback here why this doesn't match your workflow. We are continuing to track the interest from community through this idea but don't have any plans for this at present.
Currently, from the Awaiting Payments list, if you don't need to open the invoice, you could use the 'New Credit Note' option.
Kristen Saunders
supported this idea
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10 votesKristen Saunders
supported this idea
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540 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Kristen Saunders
supported this idea
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14 votesKristen Saunders
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64 votesKristen Saunders
supported this idea
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6 votes
Hi everyone, we'd like to share there are a few improvements that'll help with the view and entry of bills here.
Right now, if viewing an attachment on an individual bill there is a left side arrow that when clicked will shift placement to the left of the page.
You can also currently use quick view(eye icon) from the bills list where the default behaviour is to show attachments on the left side of the screen.
We're also developing a new experience of the individual bill View and Edit pages that will adopt the same behaviour as quick view. I'll roll back to confirm once this is available to you all. 😊
An error occurred while saving the comment Kristen Saunders
commented
I agree, this is extremely frustrating and makes data entry very fiddly and inefficient as you have to keep moving the pdf window around on top of the data entry area so you can see what you're doing underneath.
A much more effective method would be to have the bill data entry window on one side of the screen and a full size view of the pdf on the other. Refer to Myob Online for an example of how this should be done.
I have become so irritiated with this, that I now go through the process of downloading the invoice i have to enter, then opening it in Adobe Acrobat on a second monitor just so I can see the pdf invoice clearly AND the xero bill data entry window at the same time.
thanks
Kristen Saunders
supported this idea
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7 votes
Thanks for your patience, we're just touching base as it’s been a little while since you raised this idea. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
An error occurred while saving the comment Kristen Saunders
commented
Overtime Report by employee in one easy to read report
Managerment required a report to analyse overtime per employee over the course of a year - in one report. Only option in Xero is to run report employee by employee. (which would be incredibly time consuming)
A simple report would be -
- Rows would be list of employees
- Columns would be all the overtime categories,
- values would be sum of hours worked (or dollar value or both)
- parametres would be between two given dates.I could find no such useful report in Xero - instead I had to download the activity report into XL which was over ten thousand rows, then spend over half an hour deleting non overtime rows and format it in order to run a pivot table to get said report.
It seems to ridiculous that all this info is in Xero and should be reportable within seconds, instead it took me an hour. Furthermore - having to repeat all this every time I want an update.
thanks
KristenKristen Saunders
supported this idea
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98 votes
Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.
If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!
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27 votes
Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
Kristen Saunders
supported this idea
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97 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
Kristen Saunders
supported this idea
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9 votes
An error occurred while saving the comment Kristen Saunders
commented
REPORT PREFERENCES:
Have the option to show nil balance as a number ie - 0.00 instead of just a dash -
Showing an actual zero instead of dash, or at least having the option to would make the report visually easier to read, as the dash gets lost in all the report lines especially when running an account transaction or general ledger report with lots of accounts.
Kristen Saunders
supported this idea
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89 votes
Hi everyone, thanks for all your feedback. We understand how important customisable payroll access is for many of our customers to effectively run their business. As you may have seen in other parts of Xero (like inventory & reporting) we’re beginning to develop more granular controls for permissions in some areas.
While we’ll continue to consider how we develop access to other features across Xero, we want to be upfront here that we don’t have any plans for providing the ability to disable access to timesheets or leave through the Xero Me app.
With this in mind, we’ll move this idea to Not in pipeline. You’ll see there are other ideas surrounding Payroll permissions that may solve for what you’d be after in this idea, and I’d recommend adding your vote to those so we can share if there’s any progress toward that functionality as we keep developing.
An error occurred while saving the comment Kristen Saunders
commented
I would like to give our employees access to Xero Me however I don't wish for them to have access to the timesheet because 1. we are using another system and 2. it seems they would also have access to the list of all the pay items. I would only like them to see pay items relevant to them not all the pay items for all the different states.
Kristen Saunders
supported this idea
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I use the documents alot (Accounting, scroll down for documents) (previously files)
would be good to have a quick access button on the home page to quickly jump in