Settings and activity
11 results found
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80 votes
Hi everyone, thanks for sharing and engaging here.
We've reviewed your idea and now it's up to the community to get behind and support it. We will monitor this space in the meantime for more traction.
Kimberley Piombini-Admin
supported this idea
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An error occurred while saving the comment -
506 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
An error occurred while saving the comment Kimberley Piombini-Admin
commented
This looks great - but it would be better if you could choose the payment provider. We use Adfin and recommend Adfin to clients as Stripe charges higher fees. So at the moment we can't use the request deposit function as we are not wanting to use Stripe at all.
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2 votes
Hi everyone, thanks for taking the time to share this.
We understand you’re looking for a central way to see when clients upload new documents, such as a notification or status indicator within the partner dashboard.
Having a clearer view of new uploads could make it easier for practices to manage client tasks and follow up on outstanding items.
We’ll continue to track feedback and interest from the community for this idea.
Kimberley Piombini-Admin
shared this idea
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5 votesKimberley Piombini-Admin
supported this idea
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16 votesKimberley Piombini-Admin
supported this idea
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21 votes
Thanks for sharing this feedback in Product Ideas, Tamara. Drag & drop options into Xero Files is something our product team are looking into, however we can't make any commitment to development at this stage. I will keep you updated of any progress around this here.
In the meantime taking on board your feedback here they are keen to get further insight of the old to new outlook experience if there are any further details you'd like to share on your experience using Outlook with Xero, here?
While the drag & drop you're after isn't available atm, you should be able to use the Files unique email to still send your attachments from Outlook to your Xero Files inbox.
Kimberley Piombini-Admin
supported this idea
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25 votes
Thanks for sharing your feedback on the new updated Files. We appreciate the time you've taken to bring this to our attention. We've reviewed your idea and moved this to gaining support, 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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kimberley Piombini-Admin
supported this idea
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41 votes
An error occurred while saving the comment Kimberley Piombini-Admin
commented
This shouldn't even have to feature as a "product idea" - I see it as an error in the CIS add-on which is supplied at an additional monthly cost. Xero should ensure that all entity types can be verified using the CIS add-on. It's a pain having to go and use the HMRC service for partnerships and then make sure the settings in Xero are transferred over correctly....
Kimberley Piombini-Admin
supported this idea
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182 votes
An error occurred while saving the comment Kimberley Piombini-Admin
commented
Another vote for this please! Seems very strange that you can't bulk select bills to add to a project - particularly in these days where most of us are creating bills via Dext or similar.
Kimberley Piombini-Admin
supported this idea
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196 votes
Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's…
An error occurred while saving the comment Kimberley Piombini-Admin
commented
transferring clients from other software who have lots of current quotes that need to be transferred
Kimberley Piombini-Admin
supported this idea
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73 votes
Hi everyone, we appreciate the interest for this idea is growing. Our product teams have reviewed and understand the rational for this.
While it's not something we have roadmapped just yet, I'll make sure to let you know of any news here. Thanks
Kimberley Piombini-Admin
shared this idea
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And also be able to edit the wording of the 'Tax Invoice' at the top. In the legacy version we could edit that. Some clients want 'VAT invoice', some just want 'invoice'