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9 results found

  1. CIS Monthly Return - To include material only bills

    6 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Newman supported this idea  · 

  2. Bank Reconciliation - Remember Search details in Statement and Account transaction pages

    4 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Newman supported this idea  · 

  3. Bank reconciliation - Allow the user to select One, Multiple or ALL bank accounts to show on the reconciliation screen

    8 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Newman supported this idea  · 

  4. Bank reconciliation - summary of multiple accounts

    4 votes

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    0 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Newman supported this idea  · 

  5. Reporting - Show/hide option for future-dated payments in Aged Payables/Receivables

    15 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Alison Newman supported this idea  · 

  6. Navigation - Return to previous screen after viewing/editing a transaction

    108 votes

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    37 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your support and feedback of how changes in navigation could help your use of Xero. While not across all areas of the product there are some updates in Bills that we wanted to share and may help the needs of some in the idea here.

    We've launched Bills quick view where there's now an eye icon within the line of the bills list. From here you'll find more ease in viewing, and more recently being able to edit bills from this view without having to leave the list, meaning you can simply make adjustments and move from one bill to the next.

    We'll continue to explore and develop solutions like this to help our customers get more out of Xero on the go. I'll keep you informed of other updates that could enhance your experience, here.

    An error occurred while saving the comment
    Alison Newman commented  · 

    Yes please allow the user to return to the previous screen after the user edited a transaction.

    Alison Newman supported this idea  · 
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    Alison Newman commented  · 

    Xero should return you to the place that you were in a report, after clicking thorough to view a transaction. It wastes time to be returned to the main report menu rather than where you were in the report being viewed.

  7. Credit Note - Add a Credit Note from the "+" menu banner shortcut

    41 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    Alison Newman supported this idea  · 

  8. Batch payments - Ability to include credit notes

    841 votes

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    136 comments  ·  For small businesses » Business features  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.

    We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.

    Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.

    We want to be transparent that we don't have any plans to change the credit application process right now.

    We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…

    Alison Newman supported this idea  · 

  9. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    760 votes

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    202 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Alison Newman supported this idea  ·