Settings and activity

6 results found

1. Inventory - Include supplier’s name and link back to supplier contact list

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

   Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.

   You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.

   Sally Hickson supported this idea  ·  12 February, 2024

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

   1,187 votes

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

   Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

   We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

   In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

   • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
   • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
   • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is being resolved.
   • Update the reference to add a notation such as [reference number] - Do not pay
   • Adjust the planned date to be very far out in the future

   We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

   We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

   Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

   We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

   In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

   • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
   • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
   • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is… more
   Sally Hickson supported this idea  ·  13 November, 2023

3. Batch payments - Ability to include credit notes

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   136 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.

   We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.

   Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.

   We want to be transparent that we don't have any plans to change the credit application process right now.

   We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this thread if our focus changes in the future.

   Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.

   We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.

   Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.

   We want to be transparent that we don't have any plans to change the credit application process right now.

   We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this… more

   Sally Hickson supported this idea  ·  13 November, 2023

4. Bills - Ability to Reject bills, with a Note for the reason

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   submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sally Hickson shared this idea  ·  13 November, 2023

5. Project detail report - Include Supplier invoices name and invoice reference

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sally Hickson supported this idea  ·  13 November, 2023

6. Payroll | Employees - Upload/attach files in notes section

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   946 votes

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   247 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.

   We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.

   I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.

   We understand your frustration with the timeline and the limited updates, and we're committed to improving our communication on these important ideas. We’ll be sure to provide further updates work progresses.

   Thanks again for your valuable contributions to the Xero community.

   Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.

   We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.

   I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.

   We understand your frustration with the timeline and the limited updates, and we're… more

   Sally Hickson supported this idea  ·  13 November, 2023