Settings and activity
3 results found
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1,292 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
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Lu Fan
commented
Adding the feature of flagging a bill as "in dispute" on Xero will not only streamlines the process but also enhance control over the payment workflow, ensuring that the relevant invoice is excluded from the payment run, preventing any inadvertent transactions. I believe it is an essential feature of an accounting software, so please do something for it.
Lu Fan
supported this idea
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286 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
Lu Fan
supported this idea
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An error occurred while saving the comment Lu Fan
commented
The addition of an accounting period feature on Xero will be an essential enhancement that significantly elevates the usability of the platform. it will allow users to enter invoices dated in the previous month into the current period without changing the invoice date, eliminating the time spent on solving queries from suppliers. Please do something about it!
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296 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
Lu Fan
supported this idea
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Apart from the critical feature to be added (Bills - Flag a Bill as 'in dispute/query'), could you please also seriously consider the following basic accounting software functions:
1. Accounting period instead of Lock Dates. This will allow the invoice date to remain as its original date rather than change to the 1st of the following month.
2. Flag duplicated invoices to avoid overpayments and save time on chasing suppliers for a refund.
3. Flag invoices to be collected by Direct Debit to avoid these invoices to be included in a payment run.
4.Increase the number of items that can be included in a batch when making payments. We currently have to create 2-3 batches every time!
5. Add a report function for the payment run, so there will be a list of payments detailing the supplier name, invoice number, invoice date, and amount. Currently, we have to copy and paste all the transactions into a spreadsheet to check for duplicated invoices, etc., before sending them for approval for audit purposes, and it is time consuming!
6. Under Contacts, add each school's name beside each transaction instead of running a report when suppliers are on the phone asking questions. We found the report is difficult to use, as it does not total the sum if there are multiple lines on one invoice!