Settings and activity
227 results found
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135 votes
Andrew Syme
supported this idea
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415 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
An error occurred while saving the comment An error occurred while saving the comment Andrew Syme
commented
Adam, I disagree. Read the first line i wrote. We know that threat actors are using DEMO. Therefore, if you give permission to XERO to send via SMTP, you are giving permission to DEMO to send emails under your name.
How many of "SendGrid, Amazon, HubSpot and many others" have a FREE demo account for anyone to use ?
An error occurred while saving the comment Andrew Syme
commented
There is also the reverse. We know that "Threat actors" are using Xero Demo Company to send fake invoices to targets.
Now, you wish to add your email addresses to their reportoire ?Email should be the second last resort (Postal being last) for communicating invoices.
An error occurred while saving the comment Andrew Syme
commented
Sorry, Didn't see the "Optionally" part of the idea. You are right, you can't lower your standards.
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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5 votesAndrew Syme
supported this idea
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Andrew Syme
shared this idea
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2 votes
Thanks for your feedback, Andrew. Appreciate especially with the new feature for credit notes why you'd like to have this default set.
We'll start to feel out the interest of this here and I'll make sure to let you know here if there are any plans for changing the behaviour of this check box.
Andrew Syme
shared this idea
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474 votes
Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.
As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.
I'll share more again here as the rollout widens. Thanks!
An error occurred while saving the comment Andrew Syme
commented
@Elsa Sosa, Thats great that Xero is trying to solve the issue of part payment via credit card, BUT thats not what this product Idea is about.
This product idea is paying deposits on Invoices, How they are recorded, and allowing updates to Invoices that are Part paid.
Andrew Syme
supported this idea
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148 votes
Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.
Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.
We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks
An error occurred while saving the comment Andrew Syme
commented
Export the report as PDF, and use a tool such as mutools to apply a Logo (png) file to each page of the PDF. Can probably do it using Abode as well.
An error occurred while saving the comment Andrew Syme
commented
Need the option to add the clients Logo (from their settings) to all PDF (styled and Unstyled) reports.
Andrew Syme
supported this idea
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21 votes
Hi team, we appreciate the interest in being able to change the reply to email when sending an invoice. This isn't something we have in our plans atm, but our product team are aware of this idea and we will continue to gain interest from our community for this here.
Just to confirm currently within invoicing you'll be able to see the current reply to email from the preview of the invoice on the right hand side. If you'd like to change this before sending you'll need to hop across to the Email Settings. Thanks
Andrew Syme
supported this idea
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1,090 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
An error occurred while saving the comment Andrew Syme
commented
Apparently SYFT Analytics can deliver Supplier / Customer statements emailed each period direct to Contacts.
Andrew Syme
supported this idea
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7 votesAndrew Syme
supported this idea
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23 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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307 votes
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
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
supported this idea
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205 votes
An error occurred while saving the comment Andrew Syme
commented
@ 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
supported this idea
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22 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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245 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
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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72 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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248 votesHi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
Andrew Syme
supported this idea
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118 votes
We want to thank everyone for the attention this idea has drawn. It’s clear from the many votes and detailed comments that having the ability to pay supplier bills with BPAY from Xero is a high-value feature for our Australian customers.
We understand the desire in this and see how this functionality would enhance your use of Xero, and it is definitely on our radar.
As you may have heard, our product team's current focus is on developing our bill payment solutions like we’ve delivered in the UK to more regions, with sights currently set on AU.
Your feedback here is valuable to the team as we explore what this experience will look like. Though we can’t commit to any timelines as yet, BPAY is a feature that we’ll be aiming to support through our new solution. We’ll keep you updated on further news and progress for this, through the…
Andrew Syme
supported this idea
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1 voteAndrew Syme
shared this idea
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12 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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12 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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@Dennis et all
Xero does have a security reporting pathway for reporting Phishing attempts / attacks.
Please use it instead of spamming the emails of all 412 people that have supported this Product Idea.
BTW. This is not a FORUM for back and forward discussion. We can all agree that EMAIL security is a world wide issue that is not readily or easily solved.
Report the Phising and stop the whinging !!
https://www.xero.com/au/security/