Settings and activity
37 results found
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1 vote
Shannon McMonigal
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1 voteShannon McMonigal
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69 votesShannon McMonigal
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43 votes
An error occurred while saving the comment Shannon McMonigal
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232 votes
An error occurred while saving the comment Shannon McMonigal
commented
I'm shocked this still isn't a feature considering this idea was shared almost a decade ago.. I just noticed I had an option to send a remittance advice using my custom branding, but nowhere on the remittance advice did it actually have a title stating what the document was? I can't find anywhere to modify it to add that in either?
Shannon McMonigal
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194 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Shannon McMonigal
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112 votes
An error occurred while saving the comment Shannon McMonigal
commented
Yeah I notice you can add a PO & Invoice number to invoices, not sure why this isn't possible for bills. Would certainly be super helpful, as currently we just have to squeeze both into the one field.
Shannon McMonigal
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2 votesShannon McMonigal
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3 votesShannon McMonigal
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68 votesShannon McMonigal
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9 votesShannon McMonigal
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4 votesShannon McMonigal
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An error occurred while saving the comment Shannon McMonigal
commented
Agreed! In its current state it's basically useless to me.
I keep being prompted that recurring bills that we pay each month may be duplicates. Yet a genuine duplicate bill dated the same date, same amount, just that one bill had leading zeros whilst the other only had the actual numbers, went through without detection.
The fact you can't click to view the bills the way you can in the Bills to Pay screen is infuriating. -
525 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Shannon McMonigal
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610 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.
Shannon McMonigal
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664 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Shannon McMonigal
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677 votes
Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊
While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.
I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.
Shannon McMonigal
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750 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Shannon McMonigal
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1,142 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Shannon McMonigal
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4 votesShannon McMonigal
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538 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
An error occurred while saving the comment Shannon McMonigal
commented
This would be such an important, and helpful, feature. Far more helpful than anything introduced with New Invoicing.
Shannon McMonigal
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This is absolutely critical!