Settings and activity
5 results found
-
606 votes
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.
Carla Janse van Rensburg
supported this idea
·
-
299 votesCarla Janse van Rensburg
supported this idea
·
-
306 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Carla Janse van Rensburg
supported this idea
·
-
77 votes
Hi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!
Carla Janse van Rensburg
supported this idea
·
An error occurred while saving the comment -
70 votes
Hey community,
As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.
Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.
We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀
If there's any change we will let you know on the thread. Thanks
An error occurred while saving the comment Carla Janse van Rensburg
commented
I can't believe that Xero does not have this function. It is a critical function that ALL business would require. Please can this be escalated and very critical. i love Xero, it's been amazing. I would have thought they would have this function as they have so many user friendly functions that make life so easy.
Companies cannot rely on a manual system of telling employees who's account is on hold and can't be delivered/invoiced. this has to be a system function.
Carla Janse van Rensburg
supported this idea
·
Purchase/Bill Discount Field and/or Payment Terms Setting should have discount field.
Xero is lacking supplier settings to set a percentage settlement discount by supplier default settings. There is nowhere to apply credit terms for purchases that include a settlement discount. Xero suggests adjusting the quantity to accommodate the discount but this inaccurately records inventory quantity. Likewise adjust price to reduce for discount but this also inaccurately records the price of an item. There should be a field in Bills for discount %. And a payment terms option that includes a settlement discount for suppliers accounts.