Settings and activity

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

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   280 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 being resolved.
   • Update the reference to add a notation such as [reference number] - Do not pay
   • Adjust the planned date to be very far out in the future

   We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

   We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

   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… more
   Dominic Buttery supported this idea  ·  20 March, 2024

2. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

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   513 votes

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   87 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… more

   Dominic Buttery supported this idea  ·  20 March, 2024

3. Multicurrency- Batch payments of Foreign Currency Bills.

   496 votes

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   176 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.

   Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.

   We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.

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   Dominic Buttery commented  ·  20 March, 2024  ·  Edit…  ·  delete…

   Need this now or I'm moving accounting systems

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   Dominic Buttery supported this idea  ·  20 March, 2024