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1. Xero HQ | Reporting - Exchange Rates used over a period that is exportable to Excel

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   26 comments  ·  Users & setup » Export  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly M (Community Manager, Xero) responded

   Hi 👋 - Is there a specific purpose this report would help with? 

   Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice? 

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   Donna Hacker commented  ·  05 December, 2023  ·  Edit…  ·  delete…

   This is needed as it is an audit requirement as well as tracking our global business.

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   Donna Hacker supported this idea  ·  05 December, 2023

2. 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 M (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

   Donna Hacker supported this idea  ·  05 December, 2023