Settings and activity
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37 votes
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Gouwah Rinquest- Jaipal
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15 votesGouwah Rinquest- Jaipal
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38 votes
An error occurred while saving the comment Gouwah Rinquest- Jaipal
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I do agree with this. it is a duplication of effort when one has to go create a bill only to apply a credit to a supplier or customer account. and then set it off against the bank reconciliation.
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316 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Gouwah Rinquest- Jaipal
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HI Xero
It would be nice to have an option when allocating a payment to a customer's account to select whether it's an overpayment or just a payment received. The phrase "overpayment" can be misleading to a customer when they see it on their statement and their account is in actual fact not in a credit.
1. when you are reconciling your bank account and waiting for remittance from a customer to allocate the payment received, you want to allocate the payment to the customer's account so that your age analysis is correct however it is not an overpayment, it is just an unallocated payment. the word overpayment is misleading.
2. When the customer has actually overpaid an invoice accidently. This would then be the appropriate wording of "overpayment", and the account would then be in a credit.