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47 results found
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21 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you, Paul.
We've reviewed your idea regarding the account codes visibility and now it's up to the community to get behind and support it. Feel free to 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.
Lexi Allston
supported this idea
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128 votes
Thanks for all your engagement here, everyone. We get how easy it can be to approve a bill too early, then have to delete and recreate it just to make a correction.
Within the new bills approval workflow we’re developing, an approver will be able to reject a bill with a reason, returning it to Draft for changes and resubmission.
An admin will also have the ability to return a stalled bill to Draft before adjusting the rule or resubmitting it.
We want to acknowledge feedback from users in this idea that are interested in moving an already approved bill back to a draft state, and we have a separate idea that we’d recommend joining for updates.
The bills approval flow work is in flight right now, and I’ll be back with news when this is released.
Lexi Allston
supported this idea
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176 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing the option to convert a draft bill into a credit note will 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.
Lexi Allston
supported this idea
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3 votes
Thanks so much for taking the time to share this idea 🙂 — we can see how being able to edit the reference line directly on an approved bill would make this workflow much smoother, especially when you're working with repeating bills and need to update invoice numbers after the bill has already been created.
We've now moved your idea to Gaining Support so other customers can find it more easily and add their vote if this would help their workflow too.
We really appreciate you sharing the context behind how you use bills in Xero. It helps our product team better understand where the current experience creates extra effort.
We'll keep you updated here if there’s any progress to share.
Lexi Allston
shared this idea
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62 votesLexi Allston
supported this idea
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253 votes
Thanks to everyone who's shared how a second reference field on bills would support supplier invoice numbers, purchase orders and job references. We appreciate the strong appetite for this improvement and the practical examples provided.
Some groundwork has already been completed, and while this isn’t in our immediate pipeline, it's high on the teams radar and something we would like to pick up.
Though we can't commit to development just yet, we’ll keep you updated here of any progression.
Lexi Allston
supported this idea
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22 votes
Thanks for your idea, Karen. Understand how this would improve efficiency if you regularly create multiple batches in your workflow. We'll get a sense of the wider community interest in this from your idea here.
Lexi Allston
supported this idea
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4 votes
Thanks for sharing your idea Georgia, and letting us know the changes that matter most for you.
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! Cheers
Lexi Allston
supported this idea
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11 votes
Hi Natasha, thanks for your suggestion here.
I can see why you might like to edit the details of a bill without needing to remove an entire batch payment to do it.
There's already a similar idea around editing paid bills, but for now we might keep this as a separate one.
You might like to share this idea with any colleagues that this could also benefit, so they can add their votes and comments to support your idea.
Lexi Allston
supported this idea
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3 votes
Hi Sadie, we don't have any plans for adding a direct link to the Account within a Bill, however one option for quick access right now could be to add the account you want to keep a watch on to the Chart of Accounts watch list on the homepage. You could keep this open in a separate tab and quickly click into this account when you want to view recent transactions.
Right now we'll start to get a sense of the interest for this here.
Lexi Allston
supported this idea
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3 votes
Thanks for sharing your feedback on adding multiple payments to bills. We appreciate you explaining how this could streamline your workflow when managing weekly payments broken into smaller amounts. We understand you're aware of reconciling through bank accounts using the split payments, though this may not fully address your needs.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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.
An error occurred while saving the comment Lexi Allston
supported this idea
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2 votes
Thanks so much for raising this and for taking the time to explain the extra friction in your workflow.
We understand how frustrating it can be when you’re working through draft bills and then need to go searching again for the bill once it’s been approved. When you’re processing multiple bills, those extra steps can really add up and make what should feel like a smoother workflow more time-consuming than it needs to be.
We’ve reviewed this idea and we’re moving it to Gaining Support. This means the idea has been reviewed by our Community team and is now open for other community members to vote on and comment.
If others in the community would also benefit from a smoother way to move from approving a draft bill to actioning it for payment, we’d really encourage them to add their vote and share a little about how they work. For…
Lexi Allston
supported this idea
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156 votes
An error occurred while saving the comment Lexi Allston
commented
This feature would save me a ton of time. I currently use the reference line to distinguish between payment methods. For instance, if I need to remember to write a check to a vendor, the reference will say "Check - Invoice #"; if the bill is on autopay, it will say Autopay - Invoice #". So on and so forth for bills that have to be paid online but cannot be on autopay, bills paid via bank transfer, etc.
Lexi Allston
supported this idea
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12 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier 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.
An error occurred while saving the comment Lexi Allston
commented
This is a great idea!
Lexi Allston
supported this idea
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8 votes
Thanks for the extra detail, Yash. I've slightly updated the title of your idea here to reflect this and we'll start to rack the interest in this from others in the community here.
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111 votes
Thanks for your feedback and letting us know how we could improve the way duplicates alerts work for you here.
While we don't have any immediate changes planned for this, our team will consider improvements to this model overtime.
For the time being we'll continue to keep our eyes on the support for this in community, here. I'll share if there is any news.
Lexi Allston
supported this idea
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24 votes
Hey team, thanks so much for sharing this idea and the detailed examples – this is really helpful. We’ve move it into the gaining support stage so it can be considered alongside other potential navigation improvements. Please encourage your friends and colleagues to vote and comment to support this idea ✨
Lexi Allston
supported this idea
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27 votes
Hey team, thanks for raising the idea on the ability to attach files to a reconciled period. We appreciate the continued conversation and support for this idea. Our product team is currently looking into this, and we hope to have an update for you in the near future.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Lexi Allston
supported this idea
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8 votes
Thanks for your feedback and for pointing out how the term "Payments" can be confusing—especially for those new to Xero or bookkeeping.
We get that using clearer terms like "Receipt" or "Payment Received" might feel more intuitive and help reduce confusion when working through allocation of payments on an invoice.
Right now, this idea’s open for feedback and support, so feel free to keep voting and sharing how a change like this could help in your day-to-day.
Lexi Allston
supported this idea
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6 votes
Hi everyone, thanks for bumping this idea . We understand you’re looking for a more visible way to split bank transactions from the reconciliation screen, so you can break down a single transaction into multiple categories more easily.
Having the split option more accessible could help make reconciliation quicker and reduce the need to search through additional steps.
We’ll continue to keep track of this idea and gather feedback from the community.
Lexi Allston
supported this idea
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I have this same issue, it's incredibly frustrating. I now have memorized how many times i have to click the "Back" button for just about every function in Xero. It would save so many clicks and so much time if there was a "record payment and stay here" and a "record payment and return to Bills page". Obviously, there's a more efficient way to say that, but the point remains the same.