Settings and activity

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1. Bank Reconcile- Allow editing of one line item of a batch deposit

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   submitted  ·  5 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Isabel Cullens commented  ·  15 December, 2023  ·  Edit…  ·  delete…

   Allow a batch payment to be edited once created to allow for bank details to be edited or lines removed before the payment has been reconciled to the statement. Currently have to redo the whole batch to make a single change.

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   Isabel Cullens supported this idea  ·  15 December, 2023

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

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   347 comments  ·  Purchase orders, bills & inventory » Bills  ·  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
   Isabel Cullens supported this idea  ·  15 December, 2023

3. Batch payments - Ability to include credit notes

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   182 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.

   This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.

   We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.

   At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions, and work specifically on credit note application within batch payments hasn’t been roadmapped.

   We’ll keep reviewing this opportunity through our regular product planning process, and we’ll share any updates here as soon as there’s more to report.

   Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.

   This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.

   We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.

   At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,… more

   Isabel Cullens supported this idea  ·  15 December, 2023