Settings and activity
10 results found
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50 votes
Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
MARTIN EDGE
supported this idea
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42 votes
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supported this idea
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14 votes
An error occurred while saving the comment MARTIN EDGE
commented
I'd agree with this request. Our customers are split between those we have to send invoices out to and those we need to upload onto a portal or are entirely self billing. We use contact groups so we know which process we need to follow with each invoice. Being able to filter from the invoices awaiting payment screen is important to us.
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92 votesMARTIN EDGE
supported this idea
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216 votes
Thanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.
Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.
MARTIN EDGE
supported this idea
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208 votesMARTIN EDGE
supported this idea
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242 votes
Hi everyone, we know that consolidated reporting for multiple Xero organisations is a feature many of you are invested in, and we appreciate you continuing to share your feedback and insights on this idea.
We hear that you need a more streamlined way to manage group budgeting, produce consolidated Profit and Loss reports, and handle intercompany transactions without the need for manual exports and external spreadsheets.
For those looking for solutions right now - As shared by others there are Xero app partners that possibly serve these and wider needs, and you can explore on our Xero App store.
We want to be transparent about the current state of this idea. While we continuously evaluate all ideas, work on developing consolidated reporting is not currently planned.
We know this isn't the news many of you hoped for, especially given how long this idea has been on the platform. We value…
MARTIN EDGE
supported this idea
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180 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
MARTIN EDGE
supported this idea
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713 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!
MARTIN EDGE
supported this idea
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394 votesMARTIN EDGE
supported this idea
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This is critical at the invoice / credit note / open item level on both AR and AP that "credit control" or "accounts payable" notes can be pulled through onto the various AP and AR reports. I think Xero need to add a "Note Type" when adding notes to an open item on AR and AP and then pull those notes through onto the report.
There is also a case for the ability to add a similar note at the contact level (customer / supplier) as well as at the detailed open item level, and have that note pull through on the reports.