Settings and activity
224 results found
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45 votes
Andrew Syme
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111 votes
Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.
For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.
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3 votesAndrew Syme
shared this idea
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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?
Andrew Syme
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107 votes
Hi community,
I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.
However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.
This idea is on our radar though, and as we work through the priority list, it…
Andrew Syme
supported this idea
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84 votes
Hi everyone, we very much appreciate the feedback from you on wanting to be able to include more than 50 invoices in a batch deposit.
While this is something we'll continue to review we want to be open that this is not planned in the short term.
In the other side of the coin, we know there are also some in the conversation here that would like to see an increase in the number of bills included in a batch payment and I'd recommend adding your vote and staying tuned to this other idea.
If there is any change or updates around batch deposit volumes I'll be sure to share with you, here.
Andrew Syme
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14 votesAndrew Syme
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21 votesAndrew Syme
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15 votesAndrew Syme
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40 votesAndrew Syme
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239 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
Andrew Syme
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45 votesAndrew Syme
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21 votesAndrew Syme
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65 votesAndrew Syme
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3 votes
Hi John, to better understand how these custom fields would help - could you explain where you'd expect them to appear or how you might use them?
For example, would you expect to be able to report on these? It sounds like you'd like them to be visible when entering an item such as posting a journal, or adding a line to an invoice however it'd be good to know how you expect these to differ to the fields that are available in those as well.
For example when adding an invoice you can enter an issue and due date, writes a text description and enter a price with 2d.p.
Andrew Syme
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27 votesAndrew Syme
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231 votes
Hi everyone, we'd like to share an update with you all.
We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.
We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.
We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.
Andrew Syme
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130 votes
Hi everyone, thanks for sharing your thoughts on having a payroll report that calculates payroll state tax. We understand some of you are required to calculate tax across multiple states.
While we don't currently have a report which calculates earnings based on state, some of you have mentioned workarounds such as using the Payroll Activity Summary report. This report includes earnings totals and can be filtered by a date range and employee groups.
We recognise the value a report of this nature could have for our customers and it’s been added to the wider pool of ideas for our product team to consider for future development.
While it’s not on our immediate roadmap, we’ll be sure to keep you looped in if there’s any progress.
Andrew Syme
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23 votesAndrew Syme
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86 votes
Hi everyone, we recognise that a more customisable payslip would provide greater clarity for your employees, better reflect your brand, and save you valuable time.
This isn’t in our immediate roadmap, however we get the benefit this would bring, and it’s on our radar for potential future development. Our product team will consider this idea as they do further roadmap planning.
We’ll update you here if we have any news to share. Thanks
Andrew Syme
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There is and has been for many years an import tool for Spend / Receive Money in the Xero Conversion Toolbox.
https://conversiontoolbox.xero.com/Tool/ImportTransactions/ommdp