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9 results found

  1. Bank Reconciliation - Repeating spend & receive money transactions

    127 votes

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    submitted  ·  34 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Shev Lizzard commented  · 

    This would be great for predicting cashflows.

    Shev Lizzard supported this idea  · 

  2. Login - Single Sign-on (SSO) across Xero Products

    19 votes

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    submitted  ·  4 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Shev Lizzard supported this idea  · 

  3. Lock dates - Ability to add password protection

    138 votes

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    submitted  ·  6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Shev Lizzard supported this idea  · 

  4. Branding - Custom DOCX template for Remittance Advices

    187 votes

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    submitted  ·  87 comments  ·  For small businesses » Business features  ·  Admin →
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    Shev Lizzard commented  · 

    I don't see why this cannot be done as you can do this in Sage and other accounting platforms. The existing default remittance layout is ugly with a lot of white space. Even a letterhead template upload option would improve the look of the Xero remittance!
    I think this is even more important with the new Bills payments from in Xero

    Shev Lizzard supported this idea  · 

  5. Contacts - Automatic Credit Hold/Stop

    62 votes

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    31 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community,

    As some of you are aware, you can edit a contact and set a credit limit, and optionally block new invoices when the credit limit is reached in new invoicing.

    Understand that a few of you are asking for a feature to put a stop on a contact so they can’t be sent invoices regardless of what their credit limit is, as well as others who'd like to see this implemented on the supplier side.

    We'd like to confirm that this is not something we have plans to develop at this time. We're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here 👀

    If there's any change we will let you know on the thread. Thanks

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    Shev Lizzard commented  · 

    This needs to be introduced for both customers and suppliers - currently no way to track supplier credit limits and identify accounts nearing hold.

    Shev Lizzard supported this idea  · 

  6. Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)

    19 votes

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    submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Shev Lizzard supported this idea  · 

  7. Contact - Supplier Account Credit Limits

    93 votes

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    submitted  ·  63 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Shev Lizzard commented  · 

    This is very important for cashflow management and ensuring we can place orders/anticipate suppliers putting the account on hold.

    This is available in Sage and Xero have this for customers but not suppliers?

    Shev Lizzard supported this idea  · 

  8. Batch payments - Ability to include credit notes

    544 votes

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    submitted  ·  54 comments  ·  For small businesses » Business features  ·  Admin →
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    Shev Lizzard supported this idea  · 

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

    926 votes

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    190 comments  ·  For small businesses » Business features  ·  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…

    Shev Lizzard supported this idea  ·