Settings and activity
4 results found
-
943 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Brandon Scivolette
supported this idea
·
-
148 votesBrandon Scivolette
supported this idea
·
-
5 votes
Hi community, as noted in my earlier update atm you could export your list of suppliers from contacts which will include email and bank details.
Being open, we don't have current plans for expanding on the details represented in this report. We'll continue to gauge the interest of this and share if there's any change.
Brandon Scivolette
supported this idea
·
-
7 votes
Hi Sharon, recently we released a new feature in Contacts that will enable you to add a note for a contact that can be visible from a contacts record - Right hand panel meaning you could add any detail about contacts that you receive payment from at the time goods & services are supplied in this field.
Is this enough to solve your needs here? 🙂
An error occurred while saving the comment Brandon Scivolette
supported this idea
·
On a similar note, I have a lot of vendors (Xero contacts). Some prefer to be paid by direct deposit (ACH), others want to be paid by credit card. Adding a note just won't cut it because we can't view the contact notes when viewing or paying a bill. A simple dropdown or checkbox group allowing us to specify if a vendor/contact has a preferred method of payment would go a long way.