Settings and activity
29 results found
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17 votes
Hi Sara, along with Credit Notes, there is also facilities for Overpayment and Prepayments. Would these commonly fit the scenarios in which you're describing here where large amounts of funds are transferred and perhaps a business overpays their invoices to the business through which a refund is then issued?
Bein quite a tied in feature to the payments model I want to be open that we don't have any immediate plans for changing this or adding a new type of transactions that would directly add refunds to an invoice.
Julie Richardson
supported this idea
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14 votes
Hi team, while this isn't something we have planned we're continuing to watch support for this here closely.
Right now, while not the ideal solution you're after here, you could open the Repeat template and change the Invoice date to the current date so you can set the End date earlier.
If you also select to Save as draft you could then open and Delete the invoice that is generated from the template without it going to your customer.
We'll share if there are any plans made that change the position of this idea. Thanks
Julie Richardson
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10 votes
Sorry to hear your frustration here, Bee. I want to assure you that our product teams pay close attention to the ideas shared by our customers in product ideas here and regularly review to incorporate customer driven changes into our development.
In order for others in community to understand what they're adding their vote for and so we can communicate clearly on changes it is best that each idea is kept separate, and I will move your post here to Not Planned.
It's good to hear you've found one's you're interested in, and if there are any planned changes for these we will share a public status update to share news with everyone following that idea.
Julie Richardson
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61 votesJulie Richardson
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185 votesJulie Richardson
supported this idea
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88 votes
An error occurred while saving the comment An error occurred while saving the comment Julie Richardson
commented
Xero have said this is not in the pipeline and locked any further comments on another idea asking for the same thing, link below
This is very disappointingInvoices/Bills - Separate field for posting date and invoice date
https://productideas.xero.com/forums/967139-purchase-orders-bills-inventory/suggestions/44988538-invoices-bills-separate-field-for-posting-date-aAn error occurred while saving the comment Julie Richardson
commented
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!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
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939 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
An error occurred while saving the comment Julie Richardson
commented
I work for a group of companies that are not prepared to pay an additional monthly fee, for an add-on for something that should be included as basic functionality.
Nor should we have to resort to add-ons to fix flaws in XeroAn error occurred while saving the comment Julie Richardson
commented
I wonder if ANYONE is finding the new credit note matching useful?
It doesn't help me at all...please fix the problems we ask for.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
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57 votes
An error occurred while saving the comment Julie Richardson
commented
Need to see the total paid to each supplier in Batch Payment Summary Report and also when looking at a bill to see if/ when it is paid it does not show the other payments made in the same batch - when using manual batch payment
Basic function you would think!
Julie Richardson
supported this idea
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3 votes
We're grateful for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea and now it can gain support from other community members.
Along with votes, others can comment to share additional detail about how your idea could improve their experience with Xero.
Julie Richardson
supported this idea
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286 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
An error occurred while saving the comment Julie Richardson
commented
It is clear from the last update from Xero admin that Xero have no idea why this is so important.
This idea does not have enough votes to make Xero interested, you would think that this would be an essential feature for every user and it would have far more votes and comments
Julie Richardson
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27 votesJulie Richardson
supported this idea
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220 votes
Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
Julie Richardson
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20 votesJulie Richardson
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29 votes
An error occurred while saving the comment Julie Richardson
commented
Since this was suggested in March 2023 it does not look like Xero are interested in adding this basic function!
An error occurred while saving the comment Julie Richardson
commented
We need to be able to select a due date for credit notes so that it ages to the correct period. Reports look stupid when an invoice and a credit are dated the same month but the credit shows up in a different month on aged payables
Julie Richardson
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1,290 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
An error occurred while saving the comment Julie Richardson
commented
Exactly @Daniel Coates
I wish Xero would add the option to like a commentJulie Richardson
supported this idea
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18 votes
An error occurred while saving the comment Julie Richardson
commented
So time consuming having to enter the payee reference to each supplier payment when paying more than one invoice
If paying one invoice Xero will add the invoice number as reference, why can't we have a field for payee reference on the contact that will pull through to the payment and save a lot of time.Julie Richardson
supported this idea
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86 votes
Hi team, we appreciate the feedback here and how an easier method of sending Remittance would be useful for some users.
While this isn't in the direct pipeline just yet we're staying close to the ideas around this in the forums here and will be sure to notify you of any progress.
An error occurred while saving the comment Julie Richardson
commented
So tedious having to click into each payment to send a remittance after using direct payments
Julie Richardson
supported this idea
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105 votes
An error occurred while saving the comment Julie Richardson
commented
"Xero is very limited by only allowing 200 invoices to show on the page on the awaiting payment screen"
Totally agree, I have to split my payment run into several batches due to this....
Julie Richardson
supported this idea
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485 votes
Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.
We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.
As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.
We’d really appreciate your input on the following questions, either…
Julie Richardson
supported this idea
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39 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
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@Karen_Sparkes, this is one of the worst issues with Xero and they show no interest in resolving this. If you have just changed over to Xero now would be a good time to review your choice...