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  1. Practice tools | Jobs - Update job state via quick time entry

    1 vote

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    0 comments  ·  Practice tools » Practice management  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea. We appreciate you explaining how adding a job state dropdown to the quick time entry interface could support your workflow.

    We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

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

    Reuben Lovell shared this idea  · 

  2. Prepayments & Accrual Schedules

    190 votes

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

    Hi everyone, thanks for sharing your feedback on prepayment and accrual schedules. We appreciate you explaining how important this is for your month-end processes and workflow efficiency.

    I’d like you to know your idea's been carefully reviewed by our product team. They appreciate and understand the need for tracking revenue and expenditure related to prepayments and accruals, however at this time with other initiatives in the roadmap such as improving the bill creation and payment processes there are currently no plans for this in the pipeline.

    We’re keeping a close account of the support in this here, and will continue to review this opportunity within future planning. If there’s any progress made I’ll be sure to share with you all, here.

    Reuben Lovell supported this idea  · 

  3. Repeating Customer Prepayments

    2 votes

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    0 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Reuben, thanks for the detail in your idea here - It sounds like you're currently manually creating the prepayment in Xero and then manually reconciling this once it's received in your bank account?

    Though not a repeat prepayment feature like you're asking however you could create the transaction right when you're reconciling - From the Create option in the Reconcile screen click Add details which will open the modal. Here you can click the drop down on the Received as and change this from Direct Payment to Prepayment.

    Totally get this doesn't automate the creation of the transaction completely, however could help save a few steps each month. LMK if this helps 🙂

    Reuben Lovell supported this idea  · 
    Reuben Lovell shared this idea  ·