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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,…
Tammy Booth
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223 votesTammy Booth
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138 votesTammy Booth
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69 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
Tammy Booth
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7 votesTammy Booth
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7 votes
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122 votes
An error occurred while saving the comment Tammy Booth
commented
I agree - its a massive waste of time to have merge/archive contacts that should not have been created in the first place. Does not make for very tidy ledgers!
Tammy Booth
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Would be useful to leave the "Expected date" column empty if there has been no due date manually added against a specific invoice. It is essentially useless to be able to add this column to the Receivables report if it also adds the due date to invoices where no expected date has been entered. We have the due date column, we need to know when our customers have promised to pay. The work-around suggested by your support (to export and manually sort the report in excel) risks missing invoices where the expected date is also the due date.