Settings and activity
18 results found
-
15 votes
Joanne Yeow
supported this idea
·
-
66 votesJoanne Yeow
supported this idea
·
-
21 votesJoanne Yeow
supported this idea
·
-
129 votes
Thank you for the engagement on this idea. We’ve listened closely, and know that being able to export full customer credit information including credit limits and associated credit terms would be a highly beneficial feature for you all that've voted.
As mentioned in our previous update the Aged Receivables Summary report does provide some of the information requested, however we understand that this may not fully meet all your needs.
Our Product team has reviewed this idea and we're updating the status to ‘Accepted’. This is an idea we’d like to develop, but isn’t currently on the roadmap. Please continue to add your comments and votes and if anything changes, we’ll make sure to post an update here.
Joanne Yeow
supported this idea
·
-
23 votesJoanne Yeow
supported this idea
·
-
17 votesJoanne Yeow
supported this idea
·
-
215 votes
Thanks for everyone's feedback and the strong support for a report that shows average days to pay by customer. We know this visibility is important for businesses wanting to identify habitual late payers and make better credit and cash flow decisions.
Right now, we've begun work to develop reports that improve visibility of payment performance. Our immediate focus on the supplier side and a new Supplier days to pay detail report that'll show historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for customer payment performance, which will solve the needs in this idea.
I'll be back to update you all here as work for customer reports gets underway. 🙂
An error occurred while saving the comment Joanne Yeow
supported this idea
·
-
409 votes
Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.
We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.
Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.
As soon as there's movement…
Joanne Yeow
supported this idea
·
-
73 votesJoanne Yeow
supported this idea
·
-
572 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
Joanne Yeow
supported this idea
·
-
45 votesJoanne Yeow
supported this idea
·
-
144 votesJoanne Yeow
supported this idea
·
-
139 votesJoanne Yeow
supported this idea
·
-
69 votesJoanne Yeow
supported this idea
·
-
917 votes
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,…
Joanne Yeow
supported this idea
·
-
36 votesJoanne Yeow
supported this idea
·
-
100 votes
Thanks again for everyone's support in this idea.
We'd like to let you know that the ability to drag contents from one field up or down a column within an individual invoice is now live to all users, to help save time repeating details like tracking, account codes and tax rates across multiple line items.
From the blue dot in the bottom-right corner of a cell drag up or down the column. Alternatively, hold Shift, use the up or down arrows to select the cells you want, then press Enter to apply.
Again, we know some members here were also looking for bulk updates across multiple invoices, rather than just across lines within a single invoice. That part of the request isn’t included in this release, so we’ll keep the idea open as Accepted for future consideration. 🙂
An error occurred while saving the comment Joanne Yeow
commented
For invoices details, can we please have the option to download the transaction to excel and update transactions and reupload back to XERO without creating a new invoices. (something like contacts)
We have invoices imported from other management system but we would like to add new tracking or references to the invoices which is not available to import from the other system. however, these could not be done in batches if it already import the invoice entries into XERO.
Joanne Yeow
supported this idea
·
-
34 votesJoanne Yeow
shared this idea
·
Has this been actioned yet? When availble, please also enable the average debtor day be viewed at the Debtor's contact ledger. Thank you.