Settings and activity
9 results found
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828 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…
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Shev Lizzard
supported this idea
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152 votes
Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.
If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.
Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.
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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43 votesShev Lizzard
supported this idea
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153 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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275 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
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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77 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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25 votesShev Lizzard
supported this idea
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168 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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1,167 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…
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!