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9 results found

  1. Bank Reconciliation - Repeating spend & receive money transactions

    142 votes

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    submitted  ·  41 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

    35 votes

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    submitted  ·  10 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

    142 votes

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    7 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  4. Branding - Custom DOCX template for Remittance Advices

    212 votes

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    submitted  ·  99 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

    68 votes

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    33 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)

    21 votes

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    submitted  ·  6 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Shev Lizzard supported this idea  · 

  7. Contact - Supplier Account Credit Limits

    132 votes

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    submitted  ·  76 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

    707 votes

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    submitted  ·  74 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'

    1,055 votes

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    221 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  ·