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10 results found
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5 votes
Mandy M
supported this idea
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Mandy M
shared this idea
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52 votes
Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.
We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.
An error occurred while saving the comment Mandy M
supported this idea
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225 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Mandy M
supported this idea
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25 votes
Hi everyone, appreciate the continued conversation here. Please bear in mind while a solution may not solve what you're in need of, it's generally offered from a good place, where everyone is trying to help one another.
As noted earlier there are a couple of existing options that some may be able to make use of like;
- Using Billable expenses to mark items of your bills as an on charge to your customer which can be easily added when the invoice is created for the customer later on, or
- Perhaps entering the invoice first, and then copying the invoice to a bill
We totally get some users find this second option useful and it's not quite available within the new invoicing experience just yet. There is a specific idea for this that I'd encourage you to join and follow for any updates as we're continuing to develop the new experience.
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An error occurred while saving the comment Mandy M
commented
Our business will receive the bill first and then we will invoice a customer for part of or all of the bill and this may not happen at the same time as receiving the bill. Being able to copy a bill to an invoice would save us a lot of data entry and time. Currently every bill we create as a purchase order and then copy to a bill and / or copy to an invoice. New invoicing has made this process more painful where when copying to an invoice the billers name copies across. This means when a lot of bills are being entered at any given time sometimes the user forgets to delete the biller name and enter the invoice to name.
Mandy M
supported this idea
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112 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Mandy M
supported this idea
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237 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Mandy M
supported this idea
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23 votes
Hi everyone, we're pleased to share that we have some work underway atm that will provide what you'd like to see here. Right now, along with work for managing duplicate bills, and providing a quick view of bills we're developing a bills upload feature where you'll be able to upload or drag & drop a file from your device to create a bill in your Xero organisation. You can read more of the detail on our blog and I'll round back to share once this is released for you all.
An error occurred while saving the comment Mandy M
commented
Would be great to have the automate bill entry feature on invoicing and credit notes.
I love this feature and is fantastic for a paperless office and as a preservation of receipt that can fade over time.
The ability to drag and drop documents into Xero would just top this feature off.Mandy M
supported this idea
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688 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!
Mandy M
supported this idea
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1,223 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.…
Mandy M
supported this idea
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9 votes
An error occurred while saving the comment Mandy M
commented
This is important for us as a wholesale agent we purchase a quantity of an item then that item needs to be split and charged to multiple customers. Without this option we are unable to use billable expenses.
Mandy M
supported this idea
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This is an important for all regions. Credit Card statments are always for differeny periods and they are very hard to reconcile and balance at the moment