Settings and activity
6 results found
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98 votes
Thanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Stacey Buck
supported this idea
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167 votes
Hi community, we appreciate your insights on this idea. We recognise that having depreciation excluded from the Cash basis P&L can limit how useful the report is for understanding overall business performance.
The distinction you’ve highlighted between a cash basis Profit and Loss report and a Statement of Cash Flows is a helpful one and gives us a better sense of why this feature matters for your reporting and compliance needs.
For now, creating manual journals is the only available option to include depreciation in cash basis reports. While not ideal, it’s a feasible approach if you need to reflect these adjustments.
We want to be upfront here that this isn't something we have roadmapped right now, and not likely to be planned soon.
This may be something we revisit in the future and will make sure to share any updates if the situation changes.
Stacey Buck
supported this idea
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20 votes
An error occurred while saving the comment Stacey Buck
commented
This Invoice Only role is very problematic. There certainly needs to be a role that can manage AR/AP but NOT view bank accounts and reports, but this person should be able to do all the necessary pieces of their job. When a client contests an invoice that's paid via ACH (GoCardless), the AR person should be able to manage Remove & Redo and voiding the invoice if necessary. Also, we learned they can't match the Direct Debit forms to link Xero contacts with GoCardless contacts. These pieces need to be added to the Invoice Only role, or it makes limited permissions extremely difficult to manage.
Stacey Buck
supported this idea
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109 votes
Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
Stacey Buck
supported this idea
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7 votesStacey Buck
supported this idea
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247 votes
Thanks for your valuable feedback and for sharing the idea of "Bill payment reminder alerts or emails." It's clear this feature would be a significant improvement. As a current workaround, you can use the existing due date field in Xero to sort your bills and set a separate calendar reminder in your preferred app. While we work on assessing this idea, I want to share that we're exploring bill payment reminders for users with multiple initiatives in progress. We appreciate all your feedback and votes, as they help us better understand the impact and benefits of this feature, and we'll be sure to update this page with any new developments.
Stacey Buck
supported this idea
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AGREED! For us, it's reverting from Awaiting Payment to Awaiting Approval.
This became relavent for our firm when we started using Xero's Bill Pay and rolling out a managed Bill pay service. The problem is the "Approve" button is the default click on a draft Bill, but the client requires an approval process where a manager reviews the Bill and Approves. The History & Notes entry showing "Manager User Approved on X Date" is needed when they conduct their annual audit. So if I or my team accidently hits Approve instead of Submit for Approval, without a "revert" option, we have to delete the Bill we just created and start over.
With these new features Xero is rolling out, it is CRITICAL you also make it easy to install internal controls in the organizations contracting us for Bill Pay services!