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921 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
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Murray Corps
supported this idea
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493 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
An error occurred while saving the comment Murray Corps
commented
We have a large number of Pre-Payments. When an Invoice has been approved and on the way to "send/email", the available, if any, Pre-Payments pop up for allocation. Each line has to be treated seperatley. We have so many that in some cases the list of available funds for allocation is right off the screen. It would be most efficient if you could simply Double Click the Mouse in the "To apply" box and that would move the available amount to that box and deduct from the balance owing. When you come to the final amount, a double click would only move the amount still owing and split the figue and leave the balance for the next Invoice.
An error occurred while saving the comment Murray Corps
commented
When the Allocate Amount pops up to allow for Pre-Payments to be allocated to an Invoice, I find I am going between Mouse, Tab, Numeric repeatedly. We have a large number of Clients who pay weekly and build up a number of Pre-Payments. It would be a lot easier to just use the mouse. Allow for a Double Click in the box containing what is available, or Double Click in the amount allocated, or something - but there has to be a simpler method.
Murray Corps
supported this idea
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3 votes
Hey Murray we really appreciate the feedback on the Auto Reconcile beta. And just to clarify we do see the feedback as 'ideas' its just the title we give it when the feature is not currently available but is something that our customers would like to see.
We are moving this to Gaining Support so we can gauge the Community support and sentiment and if this is something others would like to see as well.
An error occurred while saving the comment Murray Corps
commented
This is NOT an idea. It is basic ability to view a screen. We should not have to scroll to the bottom of the page, slide over to the right, then scroll all the way to the top of the page again.
Using Computer accounting system is meant to save time and not use additional time that people do not have.
Murray Corps
supported this idea
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32 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
An error occurred while saving the comment Murray Corps
commented
It is ridiculous that in this day and age Xero does not have this feature built in as standard, and maybe switchable in settings. I am a small business. We only turn over 1.5Mil a year. But currently I pay Wages and the feed goes to IRD. As I want to make payments of PAYE immediately I am forced to go into ID and set up a Direct Debit so that they take the funds that night. I know this is a work around that makes PAYE payment with Wages paid work, but computer systems are meant to save us time, not create more jobs for us to do, so that system short comings are adequately covered.
An error occurred while saving the comment Murray Corps
commented
When I pull the Bank Batch file to pay Wages, I would like the amount for PAYE and any other Taxes or transferred deductions to be paid out on the day with the Payroll. This removed it from the business immediatley and makes sure payment is always up to date.
Murray Corps
supported this idea
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1,272 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…
Murray Corps
supported this idea
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117 votes
Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
Murray Corps
supported this idea
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130 votes
Hey team, me again. Apologies, getting a little ahead of ourselves with the status of this idea.
I can confirm that self onboarding of new employees is live for Xero Payroll in AU, however this feature does not extend to NZ organisations right now.
This will be something we continue to consider as we keep developing Payroll for NZ and I'll share any further updates with you all here. Thanks
Murray Corps
supported this idea
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An error occurred while saving the comment Murray Corps
commented
Why can this not be done. A complete waste. So easy to collet Employee information electronically. This is 2024!
Just another instance that causes me to wonder how many Xero staff have spent anytime in the real world operating at business level ? Probably Zero ?