Settings and activity
9 results found
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717 votes
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…
An error occurred while saving the comment 
Shev Lizzard
supported this idea
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144 votes
An error occurred while saving the comment Shev Lizzard
commented
This would be great for predicting cashflows.
Shev Lizzard
supported this idea
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35 votesShev Lizzard
supported this idea
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143 votes
We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.
Shev Lizzard
supported this idea
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217 votes
An error occurred while saving the comment 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 XeroShev Lizzard
supported this idea
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70 votes
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
An error occurred while saving the comment 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
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21 votesShev Lizzard
supported this idea
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134 votes
An error occurred while saving the comment 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
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1,064 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
Shev Lizzard
supported this idea
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I can't believe this still hasn't been implemented. Remittances are always being queried as underpayments because they can't be included in the batch process.
Seriously might go back to Sage at this rate!