Settings and activity

  1. 3 votes

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     ·  1 comment  ·  For small businesses » Accounting features  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks for your idea, Gayo. We try to keep one idea per thread so others understand what they're adding their support to and help feedback internally to our teams.

    Welcome to start a second idea for the ability to view last date a statement was sent to a customer in the Aged reports, then we can get a sense of the interest in that too. 🙂

  2. 1 vote

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    1 comment  ·  For small businesses » Accounting features  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Chris, just want to confirm would this be for inventory items? Or somewhere within the Sales invoice?

  3. 1 vote

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    1 comment  ·  For small businesses  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Deniz, is there a specific provider you'd like to setup?
    this idea maybe best suited for our Developer community where we have more API and integration specialist conversations.
    https://community.xero.com/developer

  4. 5 votes

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     ·  3 comments  ·  For small businesses » Business features  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Nicola, sounds like you'd find this useful at a practice level?
    We have an idea for client notes (https://productideas.xero.com/forums/939198/suggestions/44961118) or another when in a Xero organisation(https://productideas.xero.com/forums/939198/suggestions/44988703). Let me know your preference here, and I can merge to the most relevant. Welcome to support both though 🙂

  5. 5 votes

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     ·  2 comments  ·  For small businesses » Accounting features  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Belinda, using the layout editor you should be able to add separate columns for each tracking category, and select the options for each.
    As part of adding the columns you'll be able to select the comparative period the tracking is for.

  6. 3 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Nicola, would this be the ability to attach the remittance as a file to the transaction when using Find & Match? Or sending remittance when reconciling with Find & Match?

  7. 2 votes

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     ·  2 comments  ·  For small businesses » Contacts & communication  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Tommy, trying to get a better understanding of your idea - would this be when creating an invoice from a bill, or adding billable expenses?

  8. 9 votes

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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks Jean!

    Valerie - Do custom fields in XPM solve what you need here?

  9. 9 votes

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     ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks for the confirmation, Stacey. Being open, it's quite unlikely we'd develop the device ourselves, however good to get an interest of those that'd be interested in a service for collecting signatures here.

    Having a quick look in our app ecosystem(https://apps.xero.com/nz/search?q=signature&function=documents) it looks like there are a few apps that offer 'signature' based services, however you'd need to explore with each if there is the ability to collect signature through a device with your clients.

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    AdminKelly Munro (Admin, Xero) commented  · 

    Appreciate trying to meet the needs of all your clients, Stacey.

    To get a bit more understanding here - would you like Xero to develop a signature pad, or be able to connect XeroSign with a device you've purchased?

    With our large ecosystem of apps in the marketplace - there maybe one that's already enabled the latter capability.

  10. 4 votes

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     ·  2 comments  ·  For small businesses » Payroll  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Gail, is there particular data or detail that you're looking to include in a payroll report?
    While it's unlikely we'll surface every detail in payroll through reports, having a better idea of your needs there maybe something we can suggest that's already in Xero.

  11. 1 vote

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     ·  1 comment  ·  For small businesses » Business features  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Alex, you can save yourself a step there by clicking straight on the file from the view you've shared.
    Doing this will open the file so you don't need to go through effort to download each time you'd like to check an attached file 🙂

  12. 1 vote

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     ·  1 comment  ·  For accountants & bookkeepers » Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Interesting idea around automation, Michael. This isn't something we have planned at present but we'll begin to get a view of the support here. Thanks! 🙂

  13. 8 votes

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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks for the confirmation, Sonya!
    There's no direct change for this planned right now, but I'll make sure your idea gets back to the right team and we'll keep an eye on the support here 🙂

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Sonja, I noticed you've put this in the Practice Manager topic, and wanted to confirm the page in Xero you're looking to see this change in.

    Would it be when adding a bank account to a Xero organisation? Thanks!

  14. 2 votes

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    3 comments  ·  For small businesses » Payroll  ·  Flag idea as inappropriate…  ·  Admin →

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    Thanks for confirming, Andy - Really appreciate the screenshot. 🙂

    I've checked in with our Payroll team where this detail is saved.
    We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
    Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come.

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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks for your idea, Andy.
    To make sure it gets back to the right place in product can I check which area of Xero you're looking for this in? For example - would this be when setting up employees in payroll?

  15. 14 votes

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     ·  1 comment  ·  For accountants & bookkeepers  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks for your idea, Carol.
    Is there any particular reason you'd like to export to Excel? Or detail of what it would help you do?

  16. 1 vote

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     ·  3 comments  ·  For small businesses » Accounting features  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Pam, if you're using tracked inventory(https://central.xero.com/s/article/Options-for-managing-inventory-in-Xero). Quotes you enter with tracked items will show against the item as 'In committed Quotes' and similarly with Purchase orders as 'Quantity on order'.

  17. 3 votes

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     ·  1 comment  ·  For small businesses » Business features  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Hi Khai 👋 if you're using multi-currency in Xero invoices issued to a contact in a foreign currency will be shown in the currency it was issued.

    I've attached an example of this below - or are you after something different here?

  18. 4 votes

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     ·  2 comments  ·  For small businesses » Business features  ·  Flag idea as inappropriate…  ·  Admin →

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    AdminKelly Munro (Admin, Xero) commented  · 

    Thanks for sharing, Christine.

    Just want to clarify, would this be to apply the contact default account codes from the Financial Details of their Contact record when emailing bills to a client's organisation?