Settings and activity
6 results found
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11 votes
Mike Brearton
supported this idea
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An error occurred while saving the comment -
68 votes
An error occurred while saving the comment Mike Brearton
commented
Automated invoices need to be paired with automatic application of credits.
Manually applied credits means:
- setting calendar reminders, so you can...
- manually disable an automatic invoice (create draft)
- then manually apply the credit
- then manually send the invoice
- then manually revert the repeating invoice to automatic
That's a lot of manual work for a product that claims to automate invoicing.Mike Brearton
supported this idea
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12 votes
Hi team, we appreciate your feedback and have been taking this on board as the team closely consider improvements to our auto reconcile experience.
Currently, we are working on a new settings panel that'll provide more control of what you would like auto reconciliation to be driven by.
I will share another update as this comes to life and keep you updated of it's release here. 🙂
An error occurred while saving the comment Mike Brearton
commented
Auto-reconcile specific entries only, defined by parameters.
Regular expenses... same every time, every week... auto-reconcile.
Do NOT auto-reconcile anything else... I WANT to see them. -
9 votes
Hi team, as mentioned in my last update. In the way credit notes work in Xero today, generally this is a time saving mechanism, so you don't have to take extra steps to apply the credit to the invoice.
However we understand from the feedback here why this doesn't match your workflow. We are continuing to track the interest from community through this idea but don't have any plans for this at present.
Currently, from the Awaiting Payments list, if you don't need to open the invoice, you could use the 'New Credit Note' option.
Mike Brearton
supported this idea
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8 votes
Thanks for clarifying that further Darian. That is a great idea and we can see why that would be useful. We're moving this idea to gain further support from the community while find similar ideas to merge with your idea and add more support to it. Feel free to share this with your friends and colleagues so they can add their vote in as well :)
An error occurred while saving the comment Mike Brearton
commented
Reconciling almost always involves looking at Bills/Invoices. So why isn't there an option available in Bills/Invoices to get back to reconciling?
Mike Brearton
supported this idea
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5 votes
Hi Mandy, thanks for sharing your feedback on managing end dates for repeating invoices. We appreciate you explaining how this impacts your workflow. Your idea has been reviewed by our product team, and we've updated the status to Not in Pipeline, which means that while we've considered the suggestion, it's not on our foreseeable roadmap at this time. We understand this may not be the outcome you were hoping for, but we value your input 💙 and encourage you to continue sharing your ideas with us. The idea remains open for votes, so if others in the community experience similar needs, their support could help us reassess in the future.
Mike Brearton
supported this idea
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Vendor bills often have YYYYMM in their invoice numbers. It would be easier to match if repeating bills allowed me to use "MM" placeholder within the reference.