Settings and activity
221 results found
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241 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Jacqui Trumper
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64 votesJacqui Trumper
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96 votesJacqui Trumper
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99 votesJacqui Trumper
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166 votes
Hi everyone, we get how a 'pause' button would help when juggling multiple tasks, and avoid the need to stop and restart the timer. We want to be honest that there aren't any plans for developing a pause option within XPM. Our teams focus for the time being is on development of the unified practice experience that'll soon be released with the Xero Partner Hub. You can read more on this through our website.
Jacqui Trumper
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89 votes
Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.
We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.
Jacqui Trumper
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321 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Jacqui Trumper
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154 votes
Thank you for your engagement and feedback on this idea. We’ve seen some great suggestions in this thread on how a password-protected lock date could work. The current lock date feature prevents new transactions from being entered and can only be removed by Advisor level users, but we recognise that some users would benefit from introducing password protection.
As part of our new Xero Product Idea process, we have recently reviewed the idea and shifted this to “Accepted”. This reflects that this is an idea we’d like to develop, but that this isn’t currently on the roadmap. We'll be back with another update as soon as we have more to share.
Jacqui Trumper
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363 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
Jacqui Trumper
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522 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
Jacqui Trumper
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730 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Jacqui Trumper
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1,207 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Jacqui Trumper
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11 votes
Hi team, we appreciate wanting to make flows as efficient as possible and this would simplify making payments to your employees.
While this isn't possible right now, we have a close eye on all the ideas in the forums here and will continue to track the interest in this closely.
Jacqui Trumper
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35 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed your comments and can see the that this idea has been gaining support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will continue to keep you updated along the way.
Jacqui Trumper
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71 votes
Hey everyone! It's been really insightful reading through your comments on adding a preferred name field to employees. We see how this feature could help with creating a more inclusive environment, while also helping prevent simple administrative mix-ups.
There isn’t a dedicated way to manage this in Xero right now, but your feedback has highlighted the opportunity for one. For this reason, we have updated the idea's status to Accepted, confirming our product team agrees this is a feature we’ll put on our radar to consider developing in the future.
We’ll let you know as soon as we have an update here.
Jacqui Trumper
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171 votes
Hi team, thank you for engaging with us on your needs around auto super. I want to confirm that our product team are aware of your interest in this here.
Right now, there are a few other items that need their immediate attention, so while there are no immediate plans for developing this, it's something they'll continue to review as resource becomes available. If there is any change to share around this we'll update you all through this idea.
Jacqui Trumper
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123 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.
Jacqui Trumper
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165 votes
We appreciate you sharing your idea, and letting us know how editing account transactions would be helpful.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Make sure you share your idea with any colleagues to vote and support this!
We''ll keep an eye on the traction this gets in the community. Thanks.
Jacqui Trumper
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119 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
An error occurred while saving the comment Jacqui Trumper
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16 votesJacqui Trumper
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With the Optus debacle, I have heard of people changing their email addresses. Likely that at least some of these people won't think to tell their accountants or bookkeepers about the change. So you send docs out for signature, follow up when they haven't signed, and then you get, oh yeah I changed it, sorry, meant to tell you...
Never underestimate a client's ability to make a mess of things and to get confused easily.
So on the point of creating a new pack rather than adding to an existing one - if you have two different packs sent to them, guarantee they won't realise they are different packs. They might sign one, and then when you follow up the other say, but I signed that already. The amount of time following that up and explaining to them could be avoided by just adding a new document to the existing pack.
It's all about the client experience. Make it easy for them to do what we want them to.