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  1. 26 votes

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    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  · 
  2. 6 votes

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    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

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  3. 1,155 votes

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    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  · 
  4. 32 votes

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    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  · 
  5. 698 votes

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    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  · 
  6. 52 votes

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    Julie Richardson supported this idea  · 
  7. 183 votes

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    Julie Richardson supported this idea  · 
  8. 635 votes

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    Julie Richardson commented  · 

    I cannot believe this basic function is not available!

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  9. 16 votes

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    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  · 
  10. 29 votes

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    Julie Richardson commented  · 

    Should be able to view full screen if you want to!

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  11. 18 votes

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    Julie Richardson supported this idea  · 
  12. 814 votes

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    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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    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  · 
  13. 43 votes

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    Julie Richardson supported this idea  · 
  14. 7 votes

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    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.

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    Julie Richardson commented  · 

    This has been asked for many times now!

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  15. 60 votes

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    Julie Richardson supported this idea  · 
  16. 162 votes

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    Julie Richardson supported this idea  ·