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  1. 47 votes

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    Katie Gaughan supported this idea  · 
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    Katie Gaughan commented  · 

    It would be beneficial to search for a customer by their assigned account number when reconciling the bank payments.
    Some customers use their account number as a payment reference, rather than their name, which means I have to go through the process of coming out of the banking dashboard and searching through the contacts, to then go back into the bank reconciliation page. This becomes very time consuming when reconciling many payments.

  2. 1,173 votes

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    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…
    Katie Gaughan supported this idea  · 
  3. 406 votes

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    Hi everyone! It's been great to see the appetite from many of our community here, eager to get your hands on Pay now for statements. 😊

    We wanted to pop back in to confirm that this form is now closed. If you were eligible for the early release, you'll be notified in Xero from 19 August when roll out commences.

    Don't worry if you didn't quite make it into this first pool, we'll be widening the drop of this great new feature over the next few weeks.

    I'll keep you looped in on further updates here.

    Katie Gaughan supported this idea  ·