Settings and activity

129 results found

1. Reporting: Reconciliation Reports - Ability to upload bank/credit card statement

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   40 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   In discovery  ·  AdminAnis Anuar (Admin, Xero) responded

   Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.

   Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.

   Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.

   Vicki Carlisle supported this idea  ·  20 April, 2022

2. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

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   49 comments  ·  Security & support » Billing  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.

   To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).

   This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.

   When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.

   Vicki Carlisle supported this idea  ·  20 April, 2022

3. Reporting: Account Transactions Report - Show Files icon & number attached

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   submitted  ·  35 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Vicki Carlisle supported this idea  ·  13 April, 2022

4. Hubdoc - Tick box to download documents by transaction date.

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   submitted  ·  0 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Vicki Carlisle supported this idea  ·  07 April, 2022

5. Bills - Apply contact defaults when automating bill creation

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   8 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we'd like to jump into this thread with an update for you all. We have made a recent update to simplify bill creation and further automation in Xero. Bill's created from email, web or mobile, will automatically apply defaults that have been pre-set in your organisation such as account codes, tax rates, and tracking categories.

   We appreciate this idea has been raised in relation to eInvoicing and third-party app creation which this functionality doesn't extend to at this time, but wanted to share for those using email to bills, or uploads.

   We will continue to track the interest in these other creation types and share if there are any further improvements.

   Vicki Carlisle supported this idea  ·  06 April, 2022

6. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

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   80 comments  ·  Banking & chart of accounts » Chart of Accounts  ·  delete…  ·  Admin →
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   submitted  ·  Dana A responded

   Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 

   Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 

   That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

   Alternatively, if you’re using an external system, you could look into the Xero App store. 

   Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you have another way you’re achieving this, welcome to share it here :)

   Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 

   Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 

   That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

   Alternatively, if you’re using an external system, you could look into the Xero App store. 

   Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you… more

   Vicki Carlisle supported this idea  ·  05 April, 2022

7. Navigation - Buttons at top to navigate between pages of a list

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   169 votes

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   35 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll always have these options visible and selectable.

   For opening of transactions though not available in all areas, within Bills we’ve released a quick view and edit. Enabling you to make changes to transactions on the fly without having to navigate away from the list which may help for some atm.

   We’ll consider how we can incorporate these features across other areas of Xero as we keep developing Xero, however want to be open that this isn’t planned in our roadmaps currently.

   For the meantime, right clicking and opening a transaction in another browser tab would save having to navigate away from the list.

   As navigating pages would be developed separately in each area of Xero, it's most useful for our product teams to gauge interest in each idea separately. We have an existing idea you can join for this within Bank reconciliation, and have started ideas for contacts, bills and invoices that we’d love your feedback through

   • Bank Reconciliation - Account Transaction / Bank Statements - Pagination at top of page
   • Contacts - Options to navigate pages of the contacts list from the top of screen
   • Bills - Options to navigate pages of the contacts list from the top of screen
   • Sales Invoice - Options to navigate pages of the contacts list from the top of screen

   Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.

   For moving between pages of a list, there are a couple of other features that may be useful, such as;

   • Increasing the # of items that are shown per page (available from the bottom of the page)
   • On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
   • Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll… more
   Vicki Carlisle supported this idea  ·  05 April, 2022

8. Hubdoc mobile app - Ability to scan invoices without internet connection

   25 votes

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   submitted  ·  1 comment  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
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   Vicki Carlisle supported this idea  ·  05 April, 2022

9. XPM / Xero Tax - Ability to type the date instead of the date picker

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   submitted  ·  2 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   Vicki Carlisle supported this idea  ·  05 April, 2022