Settings and activity
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1 vote
An error occurred while saving the comment Melanie Palmer shared this idea · -
943 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…
Melanie Palmer supported this idea ·
When entering a Creditor invoice "Bills". It would be soo helpful that the existing bank account you have loaded for them comes up as a pop up box to compare pdf attachment that you are viewing. This will prompt the user to to verify if there has been a bank account change. We deal with supermarkets who constantly change hands and we can be caught out and pay the past owner, as the store name does not change but the owner and their details do. If you bought this in then scam savvy ideas/prompts could be listed as well.