Settings and activity

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1. Batch payments - Ability to include credit notes

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   94 comments  ·  For small businesses » Business features  ·  delete…  ·  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 may improve the process for some customers. 

   We appreciate wanting to see developments, and while this update doesn’t signal the movement you’re hoping for right now, if there is any progress to share we’ll definitely update all of you through the idea here. 

   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… more

   Lesley Ratcliffe supported this idea  ·  30 May, 2024

2. Dashboard - Have the Bank Account graph track the Statement Balance, not the Balance in Xero

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Lesley Ratcliffe shared this idea  ·  01 February, 2024

3. Invoices - Option to identify which invoices are not assigned to a Project

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   11 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Lesley Ratcliffe supported this idea  ·  23 November, 2023

4. Bills - Payment method shown on Bills (DD, BACS)

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   submitted  ·  44 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Lesley Ratcliffe commented  ·  28 October, 2023  ·  Edit…  ·  delete…

   Would also like to be able to filter by payment method when using the batch payment, for the same reasons. Don't want to accidentally pay a bill which will later also be paid by direct debit

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   Lesley Ratcliffe supported this idea  ·  28 October, 2023