Settings and activity
13 results found
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1 vote
Appreciate why you'd like to be able to attach a file to an existing transaction from the detail you've shared here, Hitesh.
This isn't possible from the Files inbox atm, however as you may already be across - from the flip side you can attach a file from the Files inbox from within the transaction.
Do get this means having to go to the transaction to perform what you're asking and we'll get a sense of the interest in being able to attach to an existing transaction from within the Files inbox, here.
An error occurred while saving the comment 
Hitesh Timbadia
shared this idea
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2 votes
An error occurred while saving the comment Hitesh Timbadia
commented
I was pretty sure this used to work before Xero came out with the new invoicing look.
Hitesh Timbadia
supported this idea
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5 votes
An error occurred while saving the comment Hitesh Timbadia
commented
Mindy, thanks for your support.
I honestly do not know if Xero checks our inputs, and what their thoughts are. Maybe they have received so many, they feel the best way is to just ignore and keep collecting our money.
Can i ask if your Xero installation is in Singapore, but not SGD functional currency? I assume you are using GST Audit Beta just like i am.
Hitesh Timbadia
shared this idea
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13 votes
An error occurred while saving the comment Hitesh Timbadia
commented
This would be a great idea. In addition, there could be a "master tick box" at the top to select ALL invoices for credit, or even an option to allocate based on FIFO or LIFO dates.
Current system is very time consuming, especially for large number of invoices that needs credit allocating.Xero is all about productivity, so this would enhance Xero's value to their user for sure !
Hitesh Timbadia
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3 votesHitesh Timbadia
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30 votesHitesh Timbadia
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3 votes
Appreciate the feedback here, community. I want to assure you product ideas in the forums here are a primary source for our product teams when planning development and diving deeper into improving the experience for our customers when using Xero.
I can understand it may feel that things aren't moving as quickly on ideas you'd like to see developed however you can filter ideas by Working on it to get a sense of ideas from our community that are being worked on, or Delivered for ideas we have released solutions for.
It really helps having only 1 idea per post in the forums here so others in community understand what they're adding their vote for, and our product teams to get a sense of the interest from our customers in a specific feature.
I've split your idea here to a separate one for being able to view the tax code…
An error occurred while saving the comment Hitesh Timbadia
commented
Mindy, thanks for your support.
I honestly do not know if Xero checks our inputs, and what their thoughts are. Maybe they have received so many, they feel the best way is to just ignore and keep collecting our money.
Can i ask if your Xero installation is in Singapore, but not SGD functional currency? I assume you are using GST Audit Beta just like i am.
Hitesh Timbadia
shared this idea
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11 votes
An error occurred while saving the comment Hitesh Timbadia
commented
Running Balance (Source) is just a natural column that makes sense. Doesnt look like a big job to add it in but absolutely a big requirement
Hitesh Timbadia
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3 votesHitesh Timbadia
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312 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Hitesh Timbadia
supported this idea
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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…
Hitesh Timbadia
supported this idea
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501 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.
An error occurred while saving the comment Hitesh Timbadia
commented
why would foreign currency batch payments not be allowed? there seems to be no logical reason.
At the very least, you can limit foreign currency batch payments to made from bank accounts with the same foreign currency !Hitesh Timbadia
supported this idea
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6 votes
An error occurred while saving the comment Hitesh Timbadia
commented
If anyone in Singapore is using Xero but not SGD-based, please let me know how you are managing this?
Hitesh Timbadia
shared this idea
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Kelly
yes, am aware we can attach from within the transaction. just that in terms of efficiency, both ways will be better, espcially in cases like ours where we have lots of scanned docs and attaching them one by one from within the transaction take a very long time.
anyway, appreciate your prompt response, and hope there will be more support for this soon !