Settings and activity
7 results found
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152 votes
Rebecca Bearjar
supported this idea
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An error occurred while saving the comment -
109 votes
Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
Rebecca Bearjar
supported this idea
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An error occurred while saving the comment Rebecca Bearjar
commented
Yes, please add this functionality. Especially an import option for receive money transactions. We receive money daily from our credit card processing company. I can download a report of those daily transactions from the credit card processor, but there is no way in Xero to upload that report as receive money transactions. I'm currently copying and pasting each number from the download report into Xero transactions. Very time consuming and tedious. There ought to be an import option!
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841 votes
Hi everyone, thanks for all the interest here. We understand the pain point of extra work when you need to apply a credit to a bill that's already part of a batch payment.
We are committed to enhancing your ability to manage, pay and track supplier bills from Xero. Through strategic partnerships in the UK and US customers can already pay bills online, delivering a comprehensive, bank-agnostic online bill payments experience.
Our product team's current focus is on delivering solutions like this to more regions, and continuing to develop these flows.
We want to be transparent that we don't have any plans to change the credit application process right now.
We understand this isn't the answer you were hoping for, and are sorry for any disappointment. Please know that we appreciate you taking the time to share your experiences and helping us understand how you use Xero. We’ll update this…
Rebecca Bearjar
supported this idea
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6 votesRebecca Bearjar
supported this idea
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An error occurred while saving the comment Rebecca Bearjar
commented
I agree! Manually allocating credits to vendor bills is cumbersome and time consuming in Xero. I would love to see some options to make this process more streamlined and efficeint.
Idea: feature to allocate credits in bulk or as a batch. Select multiple credits and apply to a bill all at once.
Idea: allow credits to be included in a batch payment without having to allocate them to a specific bill first.
Please implement some improvements to the allocate credit process!
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436 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
An error occurred while saving the comment Rebecca Bearjar
commented
Yes Please! To be able to apply credits as a batch or in bulk to a vendor bill would save SO much time!
Alternatively, (when paying bills) to be able to include vendor credits in a batch payment without allocating them to a specific bill would be ideal.
Rebecca Bearjar
supported this idea
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13 votesRebecca Bearjar
supported this idea
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760 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.
Rebecca Bearjar
supported this idea
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Yes, please add this functionality. My business has more than one credit card. Expenses are sometimes entered under the wrong credit card. During reconciliation, it would be nice if the bank account could simply be updated instead of having to delete and re-enter the expense. Better yet, your software should be smart enough (in the reconcile screen) to recognize that the transaction was entered under a different account and suggest the correction.