Settings and activity
17 results found
-
30 votes
An error occurred while saving the comment An error occurred while saving the comment 
Julie Richardson
commented
Coming from another accounts package that allowed closing/ locking periods, this should be a basic function.
Now I have to choose between changing documents dates, which makes due dates wrong, and is just wrong! or having my P&L change due to late documents.Julie Richardson
supported this idea
·
-
217 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
Julie Richardson
supported this idea
·
-
7 votes
An error occurred while saving the comment Julie Richardson
commented
Also to do the opposite - to drag and drop from Xero to email to send a copy of a bill easily etc
Julie Richardson
supported this idea
·
-
1,165 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…
Julie Richardson
supported this idea
·
-
34 votes
Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
Julie Richardson
supported this idea
·
-
712 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Julie Richardson
supported this idea
·
-
61 votesJulie Richardson
supported this idea
·
-
186 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Julie Richardson
supported this idea
·
-
647 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Julie Richardson
commented
I cannot believe this basic function is not available!
Julie Richardson
supported this idea
·
-
16 votes
An error occurred while saving the comment Julie Richardson
commented
I agree with all, this a fundamental feature that we should not need to begging for. I waste so much time on sending remittances individually.
As others have said the functionality should be there as it used elsewhere
Julie Richardson
supported this idea
·
-
29 votes
An error occurred while saving the comment Julie Richardson
commented
Should be able to view full screen if you want to!
Julie Richardson
supported this idea
·
-
19 votesJulie Richardson
supported this idea
·
-
826 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 Julie Richardson
commented
I cannot believe that this basic function is missing, what a time wasting exercise allocating credit notes is!
Julie Richardson
supported this idea
·
-
45 votesJulie Richardson
supported this idea
·
-
7 votes
Aaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.
While this isn't something we have plans for atm, I'll update if there is any change around this to share.
An error occurred while saving the comment Julie Richardson
commented
This has been asked for many times now!
Julie Richardson
supported this idea
·
-
60 votesJulie Richardson
supported this idea
·
-
175 votesJulie Richardson
supported this idea
·
Please can you all find and vote and this idea: "Invoices/Bills - Separate field for posting date and invoice date"
It is asking for the same thing as this idea but has a lot more votes on it already and Xero have also commented on it so might get more attention to this vital issue!