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42 results found

  1. Bank Reconciliation - Show more information in the Reconcile tab, before clicking 'More details'

    32 votes

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    submitted  ·  14 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  2. Invoicing - Make multiple payments without exiting invoice

    73 votes

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    21 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the interest for this idea is growing. Our product teams have reviewed and understand the rational for this.

    While it's not something we have roadmapped just yet, I'll make sure to let you know of any news here. Thanks

    Cristine ten Hoopen supported this idea  · 

  3. Bills - Option to auto apply credit notes and overpayments

    8 votes

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    submitted  ·  3 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  4. Remittance - Ability to send with Part Payments

    14 votes

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    submitted  ·  1 comment  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  5. Bank Reconciliation - Overpayments should appear in the Find & Match

    30 votes

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    4 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we thoroughly appreciate the interest and sharing how this feature would be beneficial to you here.

    As you may have seen when reconciling or through other updates, we have introduced credit notes into the reconcile experience where you can now find and select credit notes directly from the Find & Match screen.

    We understand there are other transactions types our customer would like this functionality extended to and are continuing to consider how we may expand this overtime.

    We will share further any further updates around this with you here. Thanks

    Cristine ten Hoopen supported this idea  · 

  6. Customer Payments - Payments on Account, instead of Overpayments/Prepayments

    59 votes

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    submitted  ·  11 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  7. Sales Invoice - Auto allocate Overpayments based on Invoice date

    22 votes

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    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  8. Sales Invoices - Issue progress payments on invoices for project/instalment

    236 votes

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    119 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.

    We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.

    Cristine ten Hoopen supported this idea  · 

  9. Statement - Customer statement including quotes

    18 votes

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    submitted  ·  4 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  10. Navigation - Freeze bar at the top of the page to save scrolling

    262 votes

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    67 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks

    Cristine ten Hoopen supported this idea  · 

  11. New Invoicing - Move Save button to bottom of invoice like classic

    246 votes

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    45 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.

    While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.

    Cristine ten Hoopen supported this idea  · 

  12. Aged reports - View Credit note allocations

    10 votes

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    submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  13. Customer statements - Print in Landscape

    14 votes

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    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  14. Statements - Merge bills and invoices on one statement

    11 votes

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    4 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while this is an idea we'd like to track interest in demand for, I want to be upfront that there are no plans for developing a consolidated statement of account that encompasses both bills and invoices at this point.

    Right now, if this is a view you're after an option may be to run the Contact Transactions Summary report that'll provide a summary of your receivable, payable and cash transactions for a contact over a period, that you could then export to provide your contact.

    Cristine ten Hoopen supported this idea  · 

  15. Customer Statements - Use Contact default to apply template

    35 votes

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    submitted  ·  13 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  16. Contacts - Link sent Customer Statements from Activity History

    11 votes

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    3 comments  ·  Contacts & files » Contact  ·  Admin →
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    Gaining Support  ·  AdminBelinda Welsh (Admin, Xero) responded

    Thank you for sharing your suggestion and outlining your desired changes. Your idea has been reviewed. It is now open for community voting and support. We encourage you to share this with colleagues who stand to benefit so they can add their vote. The comment section is also open for members to provide further context on how this would improve Xero.

    Cristine ten Hoopen supported this idea  · 

  17. Customer Statements - Include prepayments

    20 votes

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    7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, wanting to jump in to provide a little clarity as there are 2 different points arising through this idea.

    Currently, customer prepayments will only be shown on a customer's Activity statement, not Outstanding statements.

    The way prepayments work in Xero, these only impact the Accounts receivable once it's applied to an invoice, therefore they don't impact the total of the statement balance.

    If you want to impact the total balance, you may want to consider entering these sort of payments as Overpayments in your account. You can read more on how this works in our Xero central article.

    To be open here, we don't have any short term plans for changing how these transaction types are treated in statements.

    Cristine ten Hoopen supported this idea  · 

  18. Invoices | Statements: Highlight overdue in PDF

    21 votes

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    submitted  ·  3 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  19. Customer Statement - Total payments

    38 votes

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    submitted  ·  13 comments  ·  Invoices & quotes » Payment services  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 

  20. Customer Statement - Filters in statements page and option to exclude customers

    13 votes

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    submitted  ·  7 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Cristine ten Hoopen supported this idea  · 
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