Settings and activity
16 results found
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72 votes
Hi community, thanks for sharing your thoughts on being able to send remittance advice in bulk from the Account Transactions screen. We appreciate you explaining how this could help simplify payment workflows.
We’ve reviewed this idea and agree it’s a valuable one. It’s not something on the current roadmap right now, but it’s an area the team would like to explore in the future.
In the meantime, we’d love to hear more about how this would help in your day-to-day work. The more examples and votes we have, the better we can understand what matters most when we start looking into it. Thanks again for all your input and continued feedback!
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Chloe McFarlane
supported this idea
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4 votes
Hi Anna, thanks for sharing this suggestion. Being able to send a remittance advice directly from the bank reconciliation screen could help streamline payment workflows and save time when processing supplier payments.
I've updated the status of this idea to Gaining Support so we can continue tracking community interest. If this would improve your workflow, we'd love to hear more about when you'd expect to send the remittance during the reconciliation process.
Chloe McFarlane
supported this idea
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806 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Chloe McFarlane
supported this idea
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An error occurred while saving the comment Chloe McFarlane
commented
Have separate email addresses for the sales/purchase defaults of a contact.
Some of our customers our also suppliers so it would be convenient to be able to store two separate email addresses - one for sending out invoices to the contact as a customer, and one to send remittances to the contact as a supplier.
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3 votes
Thanks for letting us know you're keen to see greater integration between Projects and Payroll.
We've reviewed your idea and now it's up to the community to get behind and support it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Chloe McFarlane
supported this idea
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50 votesChloe McFarlane
supported this idea
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150 votesChloe McFarlane
supported this idea
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10 votes
Hi team, rounding back on this idea I want to be open that as each line of your bill can be assigned to a different project of contact this isn't something we have direct plans of adding to the list view.
However, as you may have found we have released quick view of bills for all users (the eye icon) that will allow you to open a bill on the right side of the page so you can review and take action on bills without having to leave the list.
We appreciate this isn't the exact result as asked for here, but may help solve some needs.
Chloe McFarlane
supported this idea
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7 votes
Hi all, while we don't have any plans for adding description as a column to the bills list you may find it a bit easier to view the bill details now using the quick view option.
From the list view you'll see an eye icon that allows you view all details of the bill without having to navigate away from the list screen.
Chloe McFarlane
supported this idea
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42 votes
Thanks for sharing your feedback on adding additional details to the Pension Contribution Report. It’s been a little while since this idea was raised, we can see it's been steadily gaining support.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also for all members to share how this feature would improve their Xero experience.
Chloe McFarlane
supported this idea
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1,276 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Chloe McFarlane
supported this idea
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536 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Chloe McFarlane
supported this idea
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121 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.
Chloe McFarlane
supported this idea
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28 votesChloe McFarlane
supported this idea
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34 votes
Hi team, while this isn't something we have plans to develop for already imported files. We have introduced a new upload tool via mobile that may help some here.
Via mobile, you can now upload multiple files as separate documents, or a single document - see more on this here
If for example you had a PDF with multiple pages you could instead take photos of each page and upload these via your mobile device as separate documents.
Chloe McFarlane
supported this idea
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160 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.
Chloe McFarlane
supported this idea
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127 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.
Chloe McFarlane
supported this idea
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Have the ability to send multiple remittances in one go. Ideally from the account transaction screens by selecting all of the payments you need and then having a "send remittance" option, that does all of them in one go.
This would be a massive help when doing a supplier payment run that can include hundreds of payments, and would avoid having to go into each bill/payment and send remittances individually.