Users & setup

4 results found

1. Address Fields should be populated as in the import fields. At present the address information is just populated into the next field. This

   Address Fields should be populated as in the import fields the data was entered. At present the address information is just populated into the next field. This messes up the export of the data. This is a very important failure in data input.

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   0 comments  ·  Import  ·  Edit…  ·  delete…  ·  Admin →
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   submitted  ·  System responded

   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. 🙂

2. Shopify Integration - Confirm Daily payout settlements when importing

   Subject: Request for Integration Enhancement of Xero and Shopify based on User Feedback

   Dear Product Development Team,

   Following my recent discussions with the Xero support team and research around user feedback on the issues I have experienced, I’d like to encourage relaying the integration feedback received from user experiences including my own, particularly regarding the timing differences between Shopify’s daily payout settlement and when the Xero integration pulls the data to create invoices. You can review some of this feedback through the following link: Shopify Xero Integration User Feedback: https://apps.shopify.com/xero/reviews?ratings%5B%5D=1

   We’ve observed a gap in understanding the timing of these processes. I suggest working closely with Shopify to determine if there is a status flag for the daily rollup/payout that confirms it as settled for payment. This would help identify the optimal time to pull data via the integration into Xero. Additionally, validation checks could be implemented to ensure order numbers in the invoice match with the daily rollup, improving accuracy.

   Currently, the setting up of a mock bank account known as a 'clearing account' to post Shopify invoice transactions serves as a workaround to monitor reconciliation by confirming a zero balance when payouts are matched with bank transfers. However, it seems this workaround is needed due to the transaction settling and timing differences with the Shopify > Xero data transfer. If the team can address the timing issue, I believe the user experience will improve significantly.

   I hope this information helps the team troubleshoot and enhance the integration’s usability.

   Best regards, Craig Jones-Stanley

   Subject: Request for Integration Enhancement of Xero and Shopify based on User Feedback

   Dear Product Development Team,

   Following my recent discussions with the Xero support team and research around user feedback on the issues I have experienced, I’d like to encourage relaying the integration feedback received from user experiences including my own, particularly regarding the timing differences between Shopify’s daily payout settlement and when the Xero integration pulls the data to create invoices. You can review some of this feedback through the following link: Shopify Xero Integration User Feedback: https://apps.shopify.com/xero/reviews?ratings%5B%5D=1

   We’ve observed a gap in understanding the timing of these… more

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3. Conversion Toolbox - Add a tool to convert Bank Transfers

   Can you please add a tool for importing Bank Transfers to the conversion Toolbox. When there are more than two bank accounts, trying to work out the Bank account to transfer to, is a bit hit and miss, causing significant rework.

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4. Tax Rates - Ability to import & export

   Ability to import/export tax codes for jurisdictions where multiple non-default tax codes may be required!!!

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   submitted  ·  0 comments  ·  Import  ·  delete…  ·  Admin →
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