Settings and activity
215 results found
-
13 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
supported this idea
·
-
773 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
·
-
31 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
supported this idea
·
-
15 votesAndrew Syme
supported this idea
·
-
86 votes
Hi community, some time on from my last update we'd love to share further developments in this space with you here.
Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.
For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂
On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…
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
·
-
55 votes
Hi team, I'm pleased to share an update with everyone here. As you may have noticed we've been rolling out a new branding experience with our new invoice editor.
This replaces the older Standard branding templates with the ability to quickly and easily modify the content and layout of your invoices. along with a preview so you can see what changes will look like to your customers. 🥳
It's in the process of being released to all users and I'll round back to confirm when available to all!
Andrew Syme
supported this idea
·
-
14 votesAndrew Syme
supported this idea
·
-
143 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
Andrew Syme
supported this idea
·
-
46 votesAndrew Syme
supported this idea
·
-
6 votesAndrew Syme
shared this idea
·
-
178 votes
Hi everyone, appreciate the continued interest and support this idea receives.
I know it's been sometime since our last update, and I understand frustration in recent comments wanting more news on where this is at.
I want to confirm our product teams still have good intentions to develop the ability to copy to a purchase order from within an invoice, however with the current option of being able to copy to from the invoice list and prioritisation of other pieces of work this isn't roadmapped just yet.
I totally get the needs here and hearing how you found this feature so useful. As soon as there's further news we'll make sure to share this with you all, here. Thanks
Andrew Syme
supported this idea
·
-
10 votes
An error occurred while saving the comment Andrew Syme
commented
Provide the export to excel as RAW data exports eg Pivot Table Ready to assist with analysis of Organisations data. Having to go thru each export and remove formatting, control break data, ungroup data before it can be used to provide input into analysis spreadsheets.
Excel is a data analysis tool, not a Publishing / Report tool.Andrew Syme
supported this idea
·
-
7 votes
An error occurred while saving the comment Andrew Syme
commented
During rollouts of Product Updates, Prioritise Xero partners for updating before "Business" or "Staff" users.
Hopefully my clients don't get it before me. I wanted to create a tutorial video for them, but hard when I dont' have it and potentially they do. similarly for my teamAndrew Syme
supported this idea
·
-
16 votes
An error occurred while saving the comment Andrew Syme
commented
Users can copy and create a new repeating invoice, including placeholders and invoice frequency, from an existing repeating invoice rather than having to copy from an existing approved invoice
Andrew Syme
supported this idea
·
-
27 votes
Hi everyone, appreciate the feedback of the layout of detail in the Billable expenses modal of new invoicing. I've made sure to share your feedback here with the team.
To confirm, right now the date column is still included in this view however if you have a few billable expenses to assign you'll need to scroll down and then will see a horizontal scroll bar so you can scroll across to the date. Understand this isn't the most obvious atm, and I'll keep you updated here of any planned change.
Andrew Syme
supported this idea
·
-
9 votesAndrew Syme
supported this idea
·
-
9 votesAndrew Syme
supported this idea
·
-
27 votesAndrew Syme
supported this idea
·
-
28 votes
Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.
We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.
Andrew Syme
supported this idea
·
-
28 votesAndrew Syme
supported this idea
·
Hi Hannah, How can I run the Business Bank Account Reconciliation Summary report for ALL the Bank Accounts in one Report ?