8 results found
-
Payment Services - Make it easier to understand for customers
Currently Xero offers PayTo as a way for customers to pay their invoices. However, the screen can be confusing. E.g some customers think they need to enter the bank details of who they are paying, rather than entering their own bank account details.
Is there a way we can make the screen easier for customers to understand. See attached screenshot of the way it appears currently.
Thank you.2 votesHey team, the display of the payment page is actually controlled by the payment service provider you've connected to Xero, not by Xero itself. As some of you have noted, a good workaround is to check with your payment provider about customization options for the payment page. We're continuing to look for ways to improve the payment experience and appreciate the feedback on this.
-
Report - One Supplier Purchase Order for every One Customer Invoice.
Hi
We generate 'One Supplier Purchase Order' for every 'One Customer Invoice'.
We are seeking a report / feature where one can quick and easy match the two, e.g. as per attached image.
It is a time-consuming exercise to ensure every invoice has a respective purchase order, i.e. close the loop.
Is there an existing idea that is similar to our requirement, or perhaps a solution available ?
Thank you.1 voteHey Peter, thanks for bringing this to our attention, however, this feature is available in the Payable Invoice Detail report where you can add a column called Order Number. It may be that this is not working as expected though and we would appreciate it if you could raise a case with Xero Support again and ask them to raise this as an issue so the Product team can investigate any issues,
-
Bank Reconciliation - Create draft account transactions via API
Bank transaction lines created via API are immediately in AUTHORISED status.
I propose an optional DRAFT status.
A draft transaction is available for reconciliation, but it only becomes authorised at the point that it is reconciled.
This would allow for creating transactions via API but these only actually affecting the company accounts when a human gets in the loop to reconcile it with a real statement line.
1 voteThanks for raising this Idea with us Virgil. To clarify how an API work, the API integration creates the payments that are applied to invoices or bills which creates the account transaction that matches to the bank statement line to reconcile. You cannot apply a draft payment to an invoice or bill, so a draft account transaction is not possible for the payment process. We will pass your Feedback onto our Product team though, and as always we appreciate our customers input ✨
-
Payment dropdown – list items hidden with no scroll hint
When entering payment details for a bill in the new interface, the payment dropdown only shows 5 items when clicked, however there are 6 items total. It turns out that the sixth item was hidden and required scrolling to be revealed.
There was no visual hint (scroll bars, arrows, chevrons, etc...) to indicate that there were more items in the list and that I needed to arrow down or use the scroll wheel to see the final list item.
I know that this might seem small but I thought that somehow one of my payment accounts had become disconnected in…
1 voteSorry to hear the troubles you're running into here, Julian. If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
-
Hubspot crm
Sync with HubSpot Contacts is only one way From Xero
To me this does not follow the flow of contact, address and product data from Lead to Opportunity to Deal - which is upstream of Xero which tracks revenue. I am expected to add contacts in two places HubSpot which owns and manages all contacts for the company in their various roles for Client Relationship Management, but I have to then switch to Xero to add a Billing Contact and Address (very old school and poor UX data entry process BTW) and sync that back to Hubspot where all onboarding…
1 voteHi Mary, we have a Developer community where it's best to share requests around Xero's integrations. There we have experts that can best review and keep you looped in on any progress for ideas of this nature. I'd recommend raising this through our ideas portal there. 🙂
-
Cashbook - Compatibility with Bill.com integration
Enable the "bills" object (behind the scenes) so that the standard Bill.com integration with Xero can post PAID bills into Cashbook for bank account reconciliation. I spoke with Bill.com today and even they did not realize their integration will not work with Cashbook. We have a number of families we use Bill.com to pay their bills and Cashbook for bank recon and reports. We were shocked to learn the integration won't work and are now scrambling for a manual export/import work around but that won't scale with our client base.
2 votesWe're grateful for your feedback here. In the aim of transparency we'll no longer be accepting ideas for Xero pricing plans or plan structures on Xero Product Ideas as we cannot make commitments to ideas of this nature.
Please know your insights have been shared back with our teams internally.
-
Navigation - More quick links to speed up data entry
I migrated from QB Desktop to Xero last year, and whilst Xero produces the accounts etc perfectly well I find processing book-keeping data takes me around 20% longer than it used to. Here are a few ideas which would speed this up:
1. Have a button to scroll to next or last invoice, bill, journal etc rather than having to look at a transaction, then go back to the list to see the next transaction.
2. Allow a default bank account to be set up for e.g. payments, receipts etc
3. Able to use + - buttons to increase /…3 votesHi Charlie, thanks for sharing changes we could make to Xero to improve your efficiency when using our features.
Taking on board your feedback there are a few existing options that I wanted to highlight that could accommodate some of the points raised.
- We've added quick view options within bills that allows you quickly review and edit bills from the list view and move onto the next without navigating away from the list at all.
- For Draft sales invoices you'll also find an option from the 'Approve and email' button to drop down to choose 'Approve and view next'
- While it's not possible to set a default bank account for payments and receipts atm we have another idea for this that I've added your vote for so if there are any updates you'll hear, there
- There are existing keyboard shortcuts that can be used across Xero for date entry you…
-
Navigation - Make the Default records per page not 10 or 25
Make the default items viewed on reports, journals, invoices etc the maximum you can view not 10 or 25
1 voteHi Paul, rounding back to your idea here and not getting a lot of community support overtime we will soon remove this from the forums. If it is still important to you, welcome to create new ideas for the specific areas of Xero you're still vying for this in and see if it receives renewed interest.
To re-highlight from my last update there have been updates where in the Reconcile page you can now see 50 statement lines at once.
And, in areas such as Products and Services, Bills and Invoices if you change the # of items per page, this selection will be held when you navigate away, with the exceptions of using incognito mode or switching between browsers. Thanks
- Don't see your idea?