Settings and activity
129 results found
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30 votes
Hi everyone, we thoroughly appreciate the interest and sharing how this feature would be beneficial to you here.
As you may have seen when reconciling or through other updates, we have introduced credit notes into the reconcile experience where you can now find and select credit notes directly from the Find & Match screen.
We understand there are other transactions types our customer would like this functionality extended to and are continuing to consider how we may expand this overtime.
We will share further any further updates around this with you here. Thanks
Vicki Carlisle
supported this idea
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121 votes
Thank you for the interest and feedback you have shared on this idea, everyone.
We'd like to provide some clarification of what is currently possible which may help some users here, and have slightly adjusted the title with the main request being around the ability to add registered office address as a field to a Clients record.
Within the new unified client experience you can add multiple addresses to a Contact of a Client. While there isn't a specific option for 'Registered office address' you can select 'Other address' or choose from one of the preset (Street, Postal, or Delivery) options.
At the client level, we appreciate individual Contact addresses may differ to the Client registered office address - Our product team are now working to add registered address as a field for 'Company' type business structures and I'll return to share news of it's release with you all here.
Vicki Carlisle
supported this idea
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104 votes
Hi everyone, thanks for your feedback and support on this idea.
Your detailed comments help us understand the real-world impact of this on your day-to-day work.
This isn't in the pipeline currently, however our product team are very much aware of the idea here and considering this closely as they continue planning so I'll make sure to update if there is any news to share.
Vicki Carlisle
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32 votes
An error occurred while saving the comment -
27 votes
Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
Vicki Carlisle
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121 votesVicki Carlisle
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29 votesVicki Carlisle
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29 votesVicki Carlisle
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34 votesVicki Carlisle
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531 votes
Hi team, while the status of this idea remains unchanged from our last post we did want to provide an update in the channel here.
As shared previously there's the possibility of exploring third-party apps like Google's High Contrast, which allows you to change the colour on your screen so it's easier to read.
Our Xero Accounting app is a bit of a different kettle of fish and for iOS users there is a dark mode available from the 'Appearance' option that you can navigate to from the 3 dot menu in the top right of the app screen.
Though we fully understand and appreciate needs for wanting dark mode, the ability to develop this requires resource from across all areas of product to implement in the web version. Providing dark mode is not on our current roadmap.
If there are any further changes to share we will provide further…
Vicki Carlisle
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23 votesVicki Carlisle
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423 votes
Hey community, we get the vying interest in this and how having a copy of the invoice sent within Xero would help when following up with debtors, or in disputes.
As many of you have pointed out, the best option that exists within Xero for now is to use the 'send me a copy' checkbox. This gives you a solid record in your own email inbox to fall back on. While it takes a little setting up you could create a filter in your email inbox to route these to a specific folder for reference.
Another smart tip as shared here could be setting up a dedicated email address to file these automatically, and keep things organised.
Though not a solve for the body of the email that's being asked here, a change that we recently made for invoices is that all sent invoices will include the primary To: email address…
Vicki Carlisle
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5 votesVicki Carlisle
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47 votesVicki Carlisle
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184 votes
Hey everyone! Thanks so much for your feedback and for sharing your thoughts on this. It’s clear from the support this idea has gained that automated reminders for superannuation payments could be a huge help for many of you. We hear you and can see how this could make managing your obligations smoother.
Our product team has taken a look at this and we’re exploring how we can build it in to help you stay on top of the proposed PayDay Super changes. It’s on our roadmap, and we’ll keep you posted as things move forward. 🙂
An error occurred while saving the comment Vicki Carlisle
commented
What a great idea, we all know things get missed and an auto-reminder for something so important is really needed.
Vicki Carlisle
supported this idea
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301 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
An error occurred while saving the comment Vicki Carlisle
commented
I vote that ALL reports should be available to be included in report packs.
Vicki Carlisle
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20 votes
An error occurred while saving the comment Vicki Carlisle
commented
Supplier settings - allow global view and reset of these.
Currently a client is complaining that some suppliers bills are coming through as Invoice (AR). They try to correct them as they go, buy Autosync means they get sent through to Xero before they can be caught. If they could turn off autosync on all suppliers at once it would be helpful. Currently it requires multiple clicks, screens, scroll and tick and save. We can't even see which suppliers have the incorrect default settings without going through the multiple clicks, screens, scroll on each individual supplier.
If the Settings>Suppliers tab could include all the other configured settings it would be so helpful to see what needs fixing at a glance. Then to be able to select multiple suppliers and make a single change across all of them would be "beautiful".Vicki Carlisle
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35 votes
An error occurred while saving the comment Vicki Carlisle
commented
It's body parts I don't want to see!
Vicki Carlisle
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64 votesVicki Carlisle
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105 votesVicki Carlisle
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I agree - when there's many rows, having to drag and drop them into the right (ascending!) order is a nuisance. Why can't they just come out in ascending order?