Settings and activity
37 results found
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9 votes
An error occurred while saving the comment -
31 votes
An error occurred while saving the comment 
AdminKelly M
(Community Manager, Xero)
commented
Oh, wait I see you've started one for auto send of receipts here(https://productideas.xero.com/forums/939198/suggestions/45398173) and I'll update the title of your idea here 🙂
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Hi Denise, it looks like you may have 2 separate ideas represented here? - 1 in the title and a different one in the detail
If so, you're welcome to start one for each so we can track them separately here and get for support in each.
For now to bulk edit, you may find our article in Xero Central useful - https://central.xero.com/s/article/Update-or-edit-multiple-contacts
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23 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Hi Andrew, just to check would this be in the Bank Accounts > Accounts Transactions page, or the Account Transactions report?
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6 votes
Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?
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34 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, 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. 🙂
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67 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, 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 🙂 -
70 votes
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6 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, 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?
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254 votes
Hi team, we appreciate your engagement and letting us know how a field for adding a clients date of death would help you when working with Xero. We understand having this field would save time hunting around for info when you're preparing tax returns and other client work, and we want you to know this work is being prioritised for development with our product teams.
As soon as there's more progress we'll share an update on this, with you all here.
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Thanks Jean!
Valerie - Do custom fields in XPM solve what you need here?
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13 votes
Hi everyone, returning to the idea here. For UK Payroll, pension fillings can be exported in CSV format and manually updated to be compatible with the different pension providers. We don't have plans for creating other specific file formats in the near term.
An error occurred while saving the comment AdminKelly M
(Community Manager, 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. -
4 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, 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! 🙂
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32 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, 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 🙂An error occurred while saving the comment AdminKelly M
(Community Manager, 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!
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24 votes
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.An error occurred while saving the comment AdminKelly M
(Community Manager, 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? -
191 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, 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? -
37 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, 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'.
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17 votes
Hi everyone,
Reiterating what Kelly Munro shared previously, 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 - example attached.
I see there's been new voters over the last couple of months and was hoping some of you could add a comment to describe more specifically what you're looking for, if the example above is not suitable. Let me know if it is though!
For example, do you want to see the ability to show the Customer Statement in a single foreign currency only?
Thanks!
An error occurred while saving the comment AdminKelly M
(Community Manager, 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?
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16 votes
Thanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
An error occurred while saving the comment AdminKelly M
(Community Manager, 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?
Appreciate the extra detail, Mark! Being open, this would require work in each area of the product, so good to get that added detail to share back with the team 🙂