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1. Bills: Option to unapprove

   420 votes

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   65 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

   The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

   Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

   • Void the bill
   • Copy the bill
   • Reattach any files (IF any) from the voided bill to the copy of the bill

   A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that needed unapproving you'd need to use the feature on each bill, individually. Also, as a new bill is being created in the process, there would be no history from the original (voided) bill.

   All things above considered, do you feel this solution would be valuable to your business?

   We’ll give you sometime to feedback, and share an update once we’ve got more clarity from the feedback and how we move forward from here.

   Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

   The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

   Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

   • Void the bill
   • Copy the bill
   • Reattach any files (IF any) from the voided bill to the copy of the bill

   A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that… more

   Andrew Cash supported this idea  ·  03 February, 2024

2. Batch payments - Ability to include credit notes

   543 votes

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   submitted  ·  54 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Andrew Cash supported this idea  ·  03 February, 2024

3. Bills - Flag a Bill as 'in dispute / query'

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   190 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   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 thought that the community would appreciate knowing that this is being looked into. As always we’ll return here when we have more to share 😊

   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… more

   Andrew Cash supported this idea  ·  03 February, 2024

4. Organisation settings - Copy a 'Live Xero Organisation’ details into the Demo company.

   28 votes

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   submitted  ·  11 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Andrew Cash commented  ·  03 February, 2024  ·  Edit…  ·  delete…

   Be able to "sandbox" a copy of live data where you can make test changes to see how they effect live data.

   This would be particularly useful with long winded recharges or large projects

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   Andrew Cash supported this idea  ·  03 February, 2024