Settings and activity
21 results found
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5 votes
Hi everyone, as a quick confirmation through the idea - Right now you can use a CSV file to enter data and import multiple manual journals at once.
However, as per the request in this idea it is not currently possible to select or drag and drop multiple files to upload and create multiple manual journals at once.
If this is something you'd find valuable please add your support to this idea. We're interested to understand the community appetite in this feature.
Michelle Wennen
supported this idea
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15 votes
Hey Jon, thanks for sharing this idea. Being able to sort and filter manual journals from the Manual Journals screen would make things a lot easier, especially when you're trying to track something down quickly.
We really appreciate you calling out how this could save time and help streamline your workflow. While some sorting/filtering is possible via the Manual Journal screen, we get that it’s not quite the same and adds a few extra steps.
This idea’s now in the Gaining Support stage. Every vote and comment helps us understand how useful this would be for the wider Xero community and gives our product team more insight when planning what’s next.
Michelle Wennen
supported this idea
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5 votes
Appreciate your suggestion here. We can see how more streamlined tabbing through fields in Manual Journals could support faster keyboard-driven data entry and a more consistent workflow.
We've moved this idea to Gaining Support so we can continue gathering interest from the community.
If there are specific parts of the tab sequence you'd like to see improved, please continue to share them here. That context is valuable for the team as they review this idea.
Michelle Wennen
supported this idea
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26 votes
Hi community, we appreciate your input and letting us now how the new manual journals experience has landed for you.
Recently we have released a few changes;
While Journal Narration (formerly Title) doesn't wrap on the Journal list, you can now choose which columns do appear so can reduce the view of unnecessary information you do't want to see, and you also have a Compact view option to really maximise the amount of information shown on one page.
For very long journal titles, while this may not all be visible from the list, you can hover on it to view the complete entry.
It'd be great to get your fresh feedback here if these have helped with your needs in this idea.
Michelle Wennen
supported this idea
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7 votes
Hi Catherine, it sounds like the key suggestion is for Manual Journals to remember the selected page size, so users don't need to switch from 25 to 50 or 100 each time.
I’ve moved this to Gaining Support so we can continue gathering feedback. If this could improve your workflow, add your vote and share how you'd like the setting to work.
Michelle Wennen
supported this idea
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177 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Michelle Wennen
supported this idea
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937 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,…
Michelle Wennen
supported this idea
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156 votesMichelle Wennen
supported this idea
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74 votes
Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye out on the traction this idea receives in the community. Thanks
Michelle Wennen
supported this idea
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13 votesMichelle Wennen
supported this idea
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64 votes
Hi everyone, we appreciate the interest this idea has built and understand how filtering for Bills that have no planned date would help in being able to assign planned dates more efficiently and help you manage your bills.
We're in the process of making a lot of valuable updates to Bills with a focus on releasing our new Bills edit and View pages right now, along with this there are updates that we are making to Bills infrastructure that will make adding features like this simpler in the future.
While we can't commit to this idea right now, I'll make sure to share an update with you here if this gets picked up.
For now, as noted in my last update you can currently re-order bills by the Planned date column header which will help group all Bills that don't have a planned date together.
Michelle Wennen
supported this idea
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238 votesMichelle Wennen
supported this idea
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545 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Michelle Wennen
supported this idea
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807 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Michelle Wennen
supported this idea
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515 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
Michelle Wennen
supported this idea
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522 votes
Thanks for your feedback about setting working days for part-time employees, everyone.
We’re pleased to share that working patterns are now in development, with the first release planned for later this year.
You’ll be able to set a one-week work pattern for each employee, which will automatically be used for leave and public holiday calculations in the pay run. For this first release, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share another update as the release gets closer.
Michelle Wennen
supported this idea
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704 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
Michelle Wennen
supported this idea
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538 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Michelle Wennen
supported this idea
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678 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Michelle Wennen
supported this idea
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284 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
An error occurred while saving the comment Michelle Wennen
supported this idea
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This should be a standard feature...as it is in practically every other accounting system!
The inability to include both the legal invoice date and a separate posting / transaction / accounting date is my biggest frustration with Xero.