Xero Support - Support chat feature
There should be a support chat feature, especially for new users. Drilling through support topics and forums is cumbersome for simple questions.
Hi everyone, returning from my last update I wanted to confirm that we have released generative answers in Xero in app help for all customers.
We appreciate this isn't a direct live chat feature that is being asked for in this idea and will move the status back to Submitted, however we'd recommend giving this a try when you're next looking for an answer while working in Xero.
This feature takes into account what page you’re viewing, and the version of Xero you use, to do the best to ensure that the information provided is relevant to you.
Live chat is not something we have planned at this stage but if any steps are planned toward this, we'll let you know here.
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Nedim Musli
commented
Hi team,
We are currently your active users on Xero and we have several agencies.
Since the beginning of 2023, we moved to another accounting software "Oracle Netsuite" however, we never closed our accounts on Xero and the bank feed remained active.
Due to some changes required, we are planning to return back to Xero again and we have few questions regarding the transfer of data from Netsuite to Xero.
1. Bank feed - We have agencies that have over 600 bank transactions showing on Xero (which we have allocated them on Netsuite). We read the information for transferring supplier and client invoices however, what would be the best way to solve the bank feed reconciliation? We want to avoid connecting the invoices to the payments one by one as it requires a huge amount of time.
2. What is the best way to match our chart of accounts from Netsuite to Xero?
if we do an import and replace some of the codes: for example if we replace t"380 - staff entertaining (Xero)" code with "3800 - staff entertaining (Netsuite)" as an import, is it going to replace 380 with 3800 on Xero and also apply these changed backdated for all our previous data on Xero?3. In general, what would be the best way to discuss this case? Do you offer an agent that might have a call with us and provide a support/help with this case?
Please note that this is urgent for two of our agencies: Drumhorse and Selbey Anderson as we are planning to move back next month.
If you are able to schedule a call with us, would be the best way to explain ourselves.
Please feel free to contact me at nedim.musli@drumhorse.co.uk
Regards,
Nedim -
Javier Mohino
commented
HI i can not give full access to the owner , to create a new user.
I would like to give him full access but it created an error that i need to do it later
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m smith
commented
when I try to import a statement from my bank I get a message saying Debit account has incorrect values . Upon checking what I can see both the export from the bank and import into the Xero account is the same it appears as +ACO-4.23 the amount I am tryng to import is -4.23 any suggestions
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HEATHER KOETTERITZ
commented
I am considering starting Xero and I have questions. No chat option, no phone number. How do I get answers to my questions on costs, etc?
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Jose Sampaio
commented
You advertise support chat 24/7, how do I access that chat
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