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25 results found

  1. Lock Dates - Allow old bills/invoices to fall into current accounting period

    73 votes

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    submitted  ·  17 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    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 disappointing

    Invoices/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-a

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    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!

    https://productideas.xero.com/forums/967139-purchase-orders-bills-inventory/suggestions/44988538-invoices-bills-separate-field-for-posting-date-a

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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. Repeating Bills - Change 'Next bill date' to 'Create bill date'

    3 votes

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    0 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  3. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    819 votes

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    237 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks again for all the support and very honest feedback you’ve shared on this idea over the years.

    We appreciate the manual steps to apply credits are time consuming, especially if you’re managing large volumes of these on a regular basis.

    We'd like to share that we've now developed functionality that allows Xero to suggest relevant unpaid credit notes as matches when you’re reconciling. We’ll be releasing this feature slowly to all users over the coming weeks.

    You’ll also be able to find and select Credit notes using Find & Match - Just make sure you tick "Show Received Items" (for spent statement lines) or "Show Spent Items" (for received statement lines) so the credit note appears in the list.

    When you select a Credit note to Reconcile, Xero will create a cash refund against the credit note (rather than allocating the credit to a specific invoice automatically),…

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    Julie Richardson commented  · 

    Any chance of an update from Xero after almost 2 years 'in development'

    @Kelly-Munro ???

    Last update from Xero 10/03/2024

    Julie Richardson supported this idea  · 

  4. Invoices/Bills - Separate field for posting date and invoice date

    251 votes

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    106 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    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 supported this idea  · 

  5. Reporting - Change ordering of Account Type on Trial Balance when grouped

    27 votes

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    submitted  ·  12 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Julie Richardson supported this idea  · 

  6. Xero HQ - Transfer/copy reports between practices & organisations

    213 votes

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    61 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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 supported this idea  · 

  7. Trial Balance - Enable "Edit Layout"

    17 votes

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    submitted  ·  4 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Julie Richardson supported this idea  · 

  8. Credit Notes - Ability to add a Due Date

    23 votes

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    submitted  ·  10 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Julie Richardson commented  · 

    Since this was suggested in March 2023 it does not look like Xero are interested in adding this basic function!

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    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 supported this idea  · 

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

    1,225 votes

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    309 comments  ·  Purchase orders, bills & inventory » Bills  ·  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…
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    Julie Richardson commented  · 

    Exactly @Daniel Coates
    I wish Xero would add the option to like a comment

    Julie Richardson supported this idea  · 

  10. Display Supplier Contact Group - under Bills to Pay screen

    25 votes

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    5 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminSahima Bibi (Admin, Xero) responded

    Thanks, Marianna for submitting your idea.

    We've reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

    Julie Richardson supported this idea  · 

  11. Bill Payments - Use supplier account number as Payee reference

    13 votes

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    submitted  ·  6 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    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  · 

  12. Remittance Advice - Send multiple advices without using Batch Payments

    57 votes

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    submitted  ·  21 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Julie Richardson commented  · 

    So tedious having to click into each payment to send a remittance after using direct payments

    Julie Richardson supported this idea  · 

  13. Bills to Pay - Ability to filter by Contact Group

    71 votes

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    submitted  ·  32 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    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  · 

  14. Xero Mail - Send as @company-name.com not message-service@post.xero.com

    411 votes

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    335 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.

    They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.

    For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.

    Julie Richardson supported this idea  · 

  15. Bills - Drag and drop Files from email into Xero

    29 votes

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    submitted  ·  7 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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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

    Julie Richardson supported this idea  · 

  16. New invoicing - Make manual tax adjustment to total invoice amount

    52 votes

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    14 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  17. Navigation - Freeze bar at the top of the page to save scrolling

    246 votes

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    54 comments  ·  Users & setup » Navigation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks

    Julie Richardson supported this idea  · 

  18. Contacts - Different default email addresses for different transactions in Xero

    742 votes

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    273 comments  ·  Contacts & files » Contact  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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…

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    Julie Richardson commented  · 

    I cannot believe this basic function is not available!

    Julie Richardson supported this idea  · 

  19. Remittance Advice - Send from the new Direct Bank Transfer screen

    17 votes

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    submitted  ·  9 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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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  · 

  20. Bills - Resize the PDF doc preview

    34 votes

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    submitted  ·  11 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Julie Richardson commented  · 

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

    Julie Richardson supported this idea  · 
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