Settings and activity
8 results found
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44 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
Vanessa Atkinson
supported this idea
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928 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
An error occurred while saving the comment Vanessa Atkinson
supported this idea
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350 votesVanessa Atkinson
supported this idea
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621 votes
Hi everyone, thanks for joining and supporting this idea.
We understand there are a few different use cases for why you'd like to attach a file to an asset within the Fixed Assets register, as well as transactions themselves.
To be upfront our team's current focus, like many areas of Xero, is on upgrading Fixed Asset technology, as we build greater consistency between Xero experiences, making it easier to learn and navigate Xero. Some of these changes may seem minor, but are critical in terms of delivering new and exciting value later on.
That being said, our team is researching what comes next and this is a focus because it is the most supported idea for Fixed Assets right now.
As we continue forming the future of Fixed Assets in Xero, we'll share if there’s any updates.
Vanessa Atkinson
supported this idea
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577 votes
Hi community, We're excited that enhancements to your bank reconciliation experience in Xero are in the process of being rolled out! Some may notice you can now effortlessly search and filter statement lines based on your preferred criteria, giving you ultimate control and efficiency. Plus you’ll be able to view more statement lines on your screen - up to 50 unreconciled statement lines on one page. 🚀
Worth noting here with the interest in getting a narrower view of statement lines that need reconciling on a given or between certain dates - you’ll find with the more option to the right of Search you’ll be able to set a date range and filter down your view 😁If you don't quite have the new features yet, I can assure you they are coming soon, as we ramp up the release of this to everyone over the next few weeks. I'll…
Vanessa Atkinson
supported this idea
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82 votes
Hi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
Vanessa Atkinson
supported this idea
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601 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!
Vanessa Atkinson
supported this idea
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66 votes
Hi community, we're aware of the importance of being able to preview page breaks in Xero Reporting is to you, and would like to test a design concept which we've come up with that may not be as interruptive to other workflows as initially thought.
If you'd like to help us to validate this, please Reply to this update, and our team will reach out shortly to connect and find a time that suits to have a conversation. This will involve;
- About a 30 minute video call, during which we'd like to share your screen to demonstrate your workflow and interact with our prototype designs.
- We may ask to record this (which you have the right to decline).
- These sessions will be booked between 8 - 17 May
If we receive an overwhelming response, we may not be able to contact everyone, however I will round back to the idea…
Vanessa Atkinson
supported this idea
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It's a basic function which should already be there, critical to be able to identify bills where payment is being withheld.
Being able to check a box for payments by DD would also be invaluable.
I don't understand how they're not there as standard.