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8 results found
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Pauline Bennett
shared this idea
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50 votes
Thanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.
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.
Pauline Bennett
supported this idea
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483 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…
Pauline Bennett
supported this idea
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17 votes
An error occurred while saving the comment Pauline Bennett
supported this idea
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22 votesPauline Bennett
supported this idea
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22 votes
Thank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea 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.
Pauline Bennett
supported this idea
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10 votes
An error occurred while saving the comment Pauline Bennett
commented
As an ex long time Sage user I was amazed that Xero does not have this as standard. It's a basic function, yet not available.....
Pauline Bennett
supported this idea
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81 votes
Hi everyone ✨
Thanks for continuing to share your feedback on this idea. We’ve seen a lot of interest in having more detailed filters in Bank Reconciliation, including separate fields for Spent and Received amounts, and for Bill Numbers and Invoice Numbers 😊
We understand how clearer filtering would make it easier to review transactions, track activity, and find the right items faster when reconciling.
We’re moving this idea to Gaining Support so other customers can vote and add comments. The more detail we can gather on the situations where this would help most, the better this helps our team understand the impact and prioritise future improvements ✨
We’ll continue to monitor the feedback here and share any updates as we have them.
An error occurred while saving the comment Pauline Bennett
commented
This is such a basic function that I'm amazed that we are still having to ask for it!
Pauline Bennett
supported this idea
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How hard can it be to show 'credited' rather than 'paid' once a credit note has been allocated to an invoice?