Settings and activity
60 results found
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71 votes
Pam van Muijen
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965 votes
Hi community, we’re excited to share an update that's in the beginnings of rolled out to all users. Some may notice on the Reconcile page that your bank account now shows up to 50 statement lines at once 🎉
We appreciate all our customers that tested and shaped this update with us. From feedback we combined this release with the ability to search and filter
Along with an increased number of statement lines, you’ll also see a search bar showing at the top of the page where you can enter details from your statement lines including ; Payee, Reference, Description, Transaction type, Cheque No. and Analysis code.
We know one of the needs here was being able to narrow down the date range or the Amounts that you wanted to reconcile for and with this update you'll be able to filter by date range or minimum and maximum amounts.…Pam van Muijen
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26 votes
An error occurred while saving the comment Pam van Muijen
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34 votesPam van Muijen
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93 votesPam van Muijen
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74 votes
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
Pam van Muijen
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37 votesPam van Muijen
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58 votesPam van Muijen
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181 votesPam van Muijen
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76 votes
An error occurred while saving the comment Pam van Muijen
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This would make tracking of POs so much simpler and make sure that everything gets paid.
Pam van Muijen
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23 votesPam van Muijen
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76 votesPam van Muijen
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22 votesPam van Muijen
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259 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
Pam van Muijen
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400 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment Pam van Muijen
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This would be extremely helpful for sending International Customs invoices that require EORI and VAT codes. We are using Xero US version, and there is nowhere to put that information.
Pam van Muijen
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96 votesPam van Muijen
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120 votesPam van Muijen
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179 votesPam van Muijen
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143 votes
Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
Pam van Muijen
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27 votesPam van Muijen
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Kelly Munro - unfortunately, quotes don't actually reduce inventory or even reserve it within Xero. Inventory sitting in a quote can still be sold out from under the quote. The only place it seems to show up is if you look in the actual inventory item.
Kiri Schumacher - I ran into software called Benchworks that is specifically created for the jewelry business and can handle consignment. Integrates with Xero and Shopify currently. Worth a look!