Settings and activity
4 results found
-
828 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Anette Abrahamsen
supported this idea
·
-
1,168 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…
Anette Abrahamsen
supported this idea
·
-
15 votes
An error occurred while saving the comment Anette Abrahamsen
supported this idea
·
-
10 votes
Hi all, I wanted to share that while there's no export option on the Account Transactions screen itself, it is possible to export a list of unreconciled Account Transactions with the Business Bank Account Reconciliation Summary report. If you export a copy of this to Excel you'll find the sections for Plus Outstanding Payments and Less Outstanding Receipts which are the unreconciled account transactions. Hope that helps 😊
An error occurred while saving the comment Anette Abrahamsen
commented
Nice idea, Kelly, the problem is that we don't have the button Uncoded Statement Lines.
Anette Abrahamsen
supported this idea
·
Alternatively just return to the Files folder the bill was created from instead of showing the created bill.
If uploaded files are split into folder, e.g. monthly, that currently means even more clicks plus scrolling to find the next one.
QuickBooks has the facility to choose to automatically open the next uploaded file directly into a Bill/Expense window for posting. If you choose not to automatically open the next, you just get taken back to the list of unreviewed files. I find that works so much better and faster.