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  1. Batch payments - Ability to include credit notes

    738 votes

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    92 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

    Tracy Beadle supported this idea  · 

  2. New Invoicing - Quick find Address

    49 votes

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    20 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for letting us know how useful this feature is to you when creating invoices for your customers in Xero. We have some improvements the team are focusing on within the contact card to provide our customers more efficiency, which includes the ability to search to add an address for a Contact.

    For the time being we'll change this to working on it, and I'll keep you up to date with any progress for this, here.

    Tracy Beadle shared this idea  · 

  3. New Invoicing - Add new Tracking option

    281 votes

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    62 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for your on-going input and attention to the idea here, everyone.

    We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.

    I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.

    For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.

    Tracy Beadle supported this idea  · 
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    Tracy Beadle commented  · 

    Yes, we need this to be available for both invoices and bills.
    Also for "items", need to be able to add new from within the invoice