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9 results found

  1. Reporting: Aged Payable/Receivable Reports - Add payment dates and details

    64 votes

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    submitted  ·  22 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Alison Newman supported this idea  · 

  2. Aged reports - View Credit note allocations

    10 votes

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    submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Alison Newman supported this idea  · 

  3. CIS Monthly Return - To include material only bills

    10 votes

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    submitted  ·  7 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Alison Newman supported this idea  · 

  4. Bank Reconciliation - reconcile transactions for multiple bank accounts at a time

    18 votes

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    7 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Alison Newman supported this idea  · 

  5. Bank reconciliation - summary of multiple accounts

    7 votes

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    1 comment  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Alison Newman supported this idea  · 

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

    16 votes

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    submitted  ·  5 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Alison Newman supported this idea  · 

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

    120 votes

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    45 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  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  · 
    An error occurred while saving the comment
    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.

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

    51 votes

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    submitted  ·  18 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Alison Newman supported this idea  · 

  9. Batch payments - Ability to include credit notes

    921 votes

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    186 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (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,…

    Alison Newman supported this idea  ·