Settings and activity
4 results found
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1,082 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
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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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186 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
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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13 votes
Appreciate raising your idea on the site, Katie.
Currently within Xero there is the ability to Publish a report that'll keep a copy of the report and it's data as at the date the report was run, as well as the ability for an adviser to set lock dates that'll stop transactions being raised or edited for past periods.
Do these 2 features fulfill what you're in need of here?
Lu Fan
supported this idea
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196 votesLu 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!