Settings and activity
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2 votes
Thanks for sharing this suggestion, Margot. We understand the request to extend Smart Lists to suppliers, so inactive or rarely used supplier contacts can be identified and managed more easily.
We've updated this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, add your vote and share how you'd use it.
Margot Holmes
shared this idea
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257 votes
Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
Margot Holmes
supported this idea
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29 votes
Hi team, thanks for all your feedback on this flow here. I've connected with our product team on this and they do appreciate hurdles that have been highlighted in your feedback and are considering how they might solve for these.
It's not on our roadmap just yet, but I'll be sure to come back and share any updates planned for this, here.
An error occurred while saving the comment Margot Holmes
supported this idea
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571 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
Margot Holmes
supported this idea
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1,262 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Margot Holmes
supported this idea
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I agree with all the comments. With all the recent changes it is making me wonder whether I want to stay with Xero
We often raise blanket POs to cover ad hoc work that is usually invoiced in stages as the work is completed. The quantity will be 1 and it is just the amount that changes every time I receive an invoice.
But now I can't copy to bill I don't have the option to specify the amount charged, I can only change the quantity and it is not always a nice round figure. The last bill was 0.2779 of the total PO value.
I have a blanket PO that was raised a while ago and a bill for part of the amount was posted prior to the recent changes. I have just received another bill which was roughly 50% of the outstanding balance so I created a bill with a quantity of 0.5 and could then manually adjust the amount on the bill. I then had to go back into the PO to adjust the outstanding amount but I couldn't change the billed quantity (i.e. the 0.5 billed)
I know the PO could be raised using the £ amount as the quantity and entering a price of £1, but I don't raise the POs and it would be too confusing for the people that do