Settings and activity
249 results found
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6 votes
Andrew Syme
supported this idea
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342 votes
Hi community, thanks for sharing your continued interest here. We appreciate the importance of having assurance that mail you send from Xero is being received, and that being able to send from your own company email would increase confidence in this process.
I can confirm this idea has been continually reviewed by our product teams, and being able to send from your own company email is on their radar. Currently there are other priorities, and platform work that requires their attention, before they can consider this more deeply.
When there is opportunity to pick this up, I will share any news with you all here.
An error occurred while saving the comment An error occurred while saving the comment Andrew Syme
commented
so, everyone with a gmail, outlook etc account would, do what ?
and yes, there are plenty of businesses that use those services.An error occurred while saving the comment Andrew Syme
commented
Sending emails from a cloud environment as another domain would require permissions being granted to xero that many network administrators would find difficult to agree to.
Andrew Syme
supported this idea
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21 votes
Hi community we appreciate your feedback on the limitations of branding within Xero right now. While we are looking into improvements to branding and simplifying how customers customise their invoices, we don't have any plans at this stage to increase the # of branding templates that can be set up in the short term.
In consideration of those in the discussion who's workflow consists of creation of recipient created tax invoice, Xero does not currently have a feature to directly support these transaction types, however we have an idea specifically for this that you may be interested in adding your support to. This is not something we have plans for right now, but we are watching the feedback for this and will share if there's any updates, there.
An error occurred while saving the comment Andrew Syme
commented
@Gavin Ander, Have you considered using "Smart" docx Templates where for example the Payment terms (Bank Account) may be different depending on the Currency of the Invoice.
Andrew Syme
supported this idea
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257 votes
Hi everyone, we're looking into this idea as part of research our teams are doing on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.
Knowing the interest from our community in this here, we wanted to share an opportunity to get involved.
If you'd be willing to take part, our teams will be scheduling sessions which will be about 60 minutes via video call.
You can share your interest by taking a few minutes to fill in this form ✍️ - We really appreciate your time.
Thanks, and I'll make sure to share any outcomes from this discovery back with you all here.
An error occurred while saving the comment Andrew Syme
commented
It go nowhere !!
An error occurred while saving the comment Andrew Syme
commented
Include an Invite to Xero Me
Andrew Syme
supported this idea
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275 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
An error occurred while saving the comment Andrew Syme
commented
Hi Kelly, Whilst I understand that there are longer term plans to improve the branding in Xero, This defiency has been there since the product was first released and frankly trying to improve something that doesnt exist, is not an easy task.
Andrew Syme
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7 votesAndrew Syme
supported this idea
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189 votes
An error occurred while saving the comment Andrew Syme
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@ https://productideas.xero.com/users/6584964344-a-a
A A can you please make contact via email Andrew.Syme@firstclassaccounts.com
Some feedback
The app doesn't seem to download anything - so obv I am missing some step ??
Would be nice to have a feedback option in the menu ??
Perhaps consider a common request of "Move a Bank Transaction (eg Spend Money) from one bank account to another"
I like the look and feel - but it would connect to Demo ?
Contacts needs to be refined to Customers only ?
Also the export Attachments function looks interesting - Maybe a help section ?Andrew Syme
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20 votes
Hi everyone, while we appreciate and initially provided a solution for the idea here within the new invoicing email modal, we wanted to return as after further testing this feature has needed to be removed.
That said, we know being able to add basic formatting to your emails is important to some of our customers and while the tool bar has been removed you can still add basic html formatting to your emails to bold, add italics or underline text within the invoice emails you send to customers.
- Bold = <b> and </b>
- Italics = <i> and </i>
- Underline = <u> and </u>
We understand not all customers are familiar with these tags so I've added an example image that shows the different tags that can be added and how these will show instantly within the email preview so you can make sure you email looks as you expect.
If…
Andrew Syme
supported this idea
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229 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
An error occurred while saving the comment Andrew Syme
commented
Can someone please explain this request to me ?
New Invoicing has Auto Save. So All changes are automatically saved unless there is no Contact. Xero will not save an Invoice without a contact.
When does anyone intend to use the Save Button ?
As for Save and Close, What point ? Just click on the Breadcrumbs to get back to Invoices.Andrew Syme
supported this idea
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63 votes
Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.
Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.
When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals…
An error occurred while saving the comment Andrew Syme
commented
Hi Kelly, Thankyou for that explanation. It was a good explanation of how the Lock Periods and Credit Note application works. Knowing this means that we can improve our process and use clearing accounts to clear invoices / credit notes in locked periods.
All Good. BUT, Can we please get a few BUGS fixed.
Firstly, if an Invoice and Credit note are BOTH in locked periods, then there should be No Credit to apply showing in the Invoice Screen
Simarly, in the credit note application screen the Open Invoices in locked periods should NOT be available to be allocated.
Thirdly, In The meantime, when doing an application of a Locked Credit in an Invoice, can we get an ERROR message instead of the current message " $X Credit Applied to Invoice ABC999"
Thankyou.
Andrew Syme
supported this idea
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187 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Andrew Syme
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92 votesAndrew Syme
supported this idea
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1 voteAndrew Syme
shared this idea
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10 votes
Is there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
Andrew Syme
supported this idea
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10 votes
Hi all, I wanted to share that while there's no export option on the Account Transactions screen itself, it is possible to export a list of unreconciled Account Transactions with the Business Bank Account Reconciliation Summary report. If you export a copy of this to Excel you'll find the sections for Plus Outstanding Payments and Less Outstanding Receipts which are the unreconciled account transactions. Hope that helps 😊
An error occurred while saving the comment Andrew Syme
commented
Hi Hannah, How can I run the Business Bank Account Reconciliation Summary report for ALL the Bank Accounts in one Report ?
Andrew Syme
supported this idea
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652 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Andrew Syme
supported this idea
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27 votes
An error occurred while saving the comment Andrew Syme
commented
Hi Kelly,
Thankyou for that useful tip. But the Attach to NEW Invoice DOESN'T WORK from the files or from a folder. The screen goes to the invoice, but it doesn't attach it as there is no contact. Please see product IdeaAn error occurred while saving the comment Andrew Syme
commented
Great that New Invoicing can now add attachments from the Inbox - Yay
BUT, the key functionality of being able to return the file to the inbox when it is removed from the invoice is still missing. Removing an attachment from an invoice DELETES it, Gone. Cannot be recovered.
Tip: ALWAYS Download your attachments before removing them from invoices, regardless of Needing them.Andrew Syme
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14 votesAndrew Syme
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68 votes
Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.
There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.
We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.
Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.
An error occurred while saving the comment Andrew Syme
commented
The functionality to Add a New Invoice from the files area is Broken as the file is not attached to the New Invoice.
Andrew Syme
shared this idea
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38 votesAndrew Syme
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Sorry, Didn't see the "Optionally" part of the idea. You are right, you can't lower your standards.