Settings and activity
8 results found
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9 votes
Hi team, thanks for sharing how this idea could make your workflow a little simpler when reconciling. While we're continuing to work on efficiencies to reconciling in Xero, I want to be open that adding the reference field to the main screen is not in our short term plans. We're continuing to stay engaged with the interest from our community across ideas in this space and if there is any news we will share with you, here.
An error occurred while saving the comment 
Judith Muenster
supported this idea
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26 votes
An error occurred while saving the comment Judith Muenster
commented
There are 3 suggestions for this same issue. Is there a way to combine the 3 together and form 1 larger one? Increase the ability to be seen and implemented?
Judith Muenster
supported this idea
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An error occurred while saving the comment Judith Muenster
commented
This is very important. Hubdoc should have the same number of decimal places as xero. I shouldn't have to enter in hubdoc and then edit in xero to be correct.
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7 votes
An error occurred while saving the comment Judith Muenster
commented
There are 3 suggestions for this same issue. Is there a way to combine the 3 together and form 1 larger one? Increase the ability to be seen and implemented?
Judith Muenster
supported this idea
·
An error occurred while saving the comment Judith Muenster
commented
This is very important. Hubdoc should have the same number of decimal places as xero. I shouldn't have to enter in hubdoc and then edit in xero to be correct.
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24 votes
An error occurred while saving the comment Judith Muenster
commented
There are 3 suggestions for this same issue. Is there a way to combine the 3 together and form 1 larger one? Increase the ability to be seen and implemented?
Judith Muenster
supported this idea
·
An error occurred while saving the comment Judith Muenster
commented
This is very important. Hubdoc should have the same number of decimal places as xero. I shouldn't have to enter in hubdoc and then edit in xero to be correct.
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153 votes
An error occurred while saving the comment Judith Muenster
commented
Please add more placeholder options. At the very least we should be able to add today's date to the recurring invoice.
This is important for rent or items billed for weekly dates.Judith Muenster
supported this idea
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114 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
An error occurred while saving the comment Judith Muenster
commented
Absolutely should be an option to copy the bill to a credit note. On occasion, a bill can be paid when it should not have been. Or a new bill comes out with differing amounts. We should have an easy option to create a credit from that original bill.
Judith Muenster
supported this idea
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53 votesJudith Muenster
supported this idea
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1,208 votes
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…
Judith Muenster
supported this idea
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This feature should be easily accessible from the landing page of bank feeds. You should not need to click in and edit transaction to do this.
Xero - please make this available in future update.