Settings and activity
18 results found
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63 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Alicia Stephenson
supported this idea
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42 votes
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
Alicia Stephenson
supported this idea
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115 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
Alicia Stephenson
supported this idea
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31 votesAlicia Stephenson
supported this idea
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147 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
Alicia Stephenson
supported this idea
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20 votesAlicia Stephenson
supported this idea
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13 votes
Hi!
Thanks for sharing your idea about how you'd like to see the reconciliation process improved.
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 votes and comments about how this would be helpful for them, too!
Alicia Stephenson
supported this idea
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14 votes
Thanks for sharing this idea around being able to further filter the Find and Match options 🙂
We've reviewed it and moved it to Gaining support. This means the idea is now open for other customers to vote on and comment, which helps build a clearer picture of the level of interest and the different ways this could be useful.
If further filtering in Find and Match would improve your workflow, it would be helpful to add a vote or comment with a bit more detail on the types of filters you'd want to use and the scenarios where they would make the biggest difference.
We’ll continue to track the feedback shared here.
Alicia Stephenson
supported this idea
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48 votes
Hi Natascha thanks for raising this here. Appreciate the need for having Split payment available on both steps. We're moving this idea to gain more support from the community. We'll monitor this space for more traction. You can now share this idea with your friends and colleagues so they can add their vote too.
Alicia Stephenson
supported this idea
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145 votes
An error occurred while saving the comment An error occurred while saving the comment Alicia Stephenson
commented
This is a vital function, and I'm not sure why it's still classed as "Submitted" when there are other ideas on here that only have 40 votes that have been classed as "Gaining Support".
This idea clearly has support, and is essential for larger businesses and to help with cover as usually only the person making the payments regularly will know which suppliers are paid by direct debit/standing order/credit card.
Alicia Stephenson
supported this idea
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47 votes
Thanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve 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.
Alicia Stephenson
supported this idea
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2 votes
Thank you for sharing your feedback, Nicole. We’re continuing to think carefully about consistency across the actions and layout of our features as the product evolves, especially as more shared components (like the table used across invoices, purchase orders, bills, and quotes) are introduced into the new experiences.
That said, each feature also has its own distinct needs. While the new experiences across these pages will feel similar, there will be differences designed specifically to support the users and workflows for each one.
Although we’ll move this idea to Not in Pipeline as it’s too broad in scope, I do want to acknowledge that creating a more succinct and harmonised experience across features is very much top of mind for our product teams.
Alicia Stephenson
supported this idea
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7 votesAlicia Stephenson
supported this idea
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48 votes
Hi everyone, we wanted to provide a quick update on the idea to enable reconciliation of credit card expenses directly within Xero Me.
This idea is currently classified as Gaining Support and has started to gain traction within the community. We appreciate those who have shared their interest and feedback so far.
If this feature would help streamline your expense management, please continue to vote and share your thoughts. Your input is important in helping us prioritize future improvements.
Alicia Stephenson
supported this idea
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66 votesAlicia Stephenson
supported this idea
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An error occurred while saving the comment Alicia Stephenson
commented
This is absolutely essential!
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124 votes
An error occurred while saving the comment Alicia Stephenson
commented
Xero currently does not identify a contact as a duplicate if the contact has been archived and another one is being created with the same name.
Some people have thousands of contacts so this isn't something that we can manually check before we create a new contact.
It would be much better if Xero advised you that there was an archived contact with the same name when you are creating a new contact - then we could just restore the previous contact, and all of our purchases (or sales) would be in the same correct contact. This would also improve reporting and analysis functions.
Alicia Stephenson
supported this idea
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1,454 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Alicia Stephenson
supported this idea
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19 votes
Hi there, thanks for the suggestion!
You're right that the current 'Total Cash In and Out' widget is fixed to a 6-month view.
While you can see longer periods by running a Cash Summary report, I understand that having that 12 or 18-month trend visible immediately on your dashboard would be much more powerful for spotting seasonal patterns.
I’ve classified this as 'Gaining Support' to see how many others would like more flexibility with this widget's timeframe
Alicia Stephenson
supported this idea
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This is a vital function, and I'm not sure why it's still classed as "Submitted" when there are other ideas on here that only have 40 votes that have been classed as "Gaining Support".
This idea clearly has support, and is essential for larger businesses and to help with cover as usually only the person making the payments regularly will know which suppliers are paid by direct debit/standing order/credit card.