Settings and activity
13 results found
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25 votes
Michelle Morgan
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21 votesMichelle Morgan
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602 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!
Michelle Morgan
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…Michelle Morgan
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65 votesMichelle Morgan
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67 votesMichelle Morgan
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61 votesMichelle Morgan
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427 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…
Michelle Morgan
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3 votesMichelle Morgan
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45 votesMichelle Morgan
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94 votesMichelle Morgan
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149 votesMichelle Morgan
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258 votes
Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here.
An error occurred while saving the comment Michelle Morgan
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I totally agree with this, we have the same problem. We have copied and pasted details from the old system in the notes to the new system as we need these details and they are not give in the new system. Also when you email the invoice in the new system it just says sent. The old system says who its been sent to. I think the new system is more time consuming and has lost a lot of it's really useful features.
Michelle Morgan
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We have been using Xero for about 5 years or more, and we are able to change the due date on our invoices even though our accounts are locked at year-end. We are not able to change anything else on the invoice once the accounts have been locked.
It would be interesting to know if anyone else can change their due dates.
I have noticed that the new system does not allow this to happen, which is very frustrating when we have always been able to do this.