Settings and activity
45 results found
-
91 votes
Maxine Bright
supported this idea
·
-
188 votesMaxine Bright
supported this idea
·
-
187 votesMaxine Bright
supported this idea
·
-
241 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
Maxine Bright
supported this idea
·
-
528 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
Maxine Bright
supported this idea
·
-
325 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
Maxine Bright
supported this idea
·
-
1,089 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
An error occurred while saving the comment Maxine Bright
supported this idea
·
-
133 votes
Thanks for your feedback on this idea, everyone. We appreciate wanting greater confidence when lodging amended returns.
Right now, though appreciate it's not ideal method - you can print the original draft tax return before you amend the return as a comparative.
We want to be upfront that we don't have any plans around developing this feature in the near term.
We'll continue to monitor the interest this idea keeps building for future consideration, and will share if there's any change.
Maxine Bright
shared this idea
·
-
5 votesMaxine Bright
shared this idea
·
-
119 votes
Hi everyone, thanks for your valuable feedback and engagement with this idea. We're aware of the importance of real-time error notifications for an efficient workflow.
While we can' make any commitments at this stage this is something our product teams have lined up for exploration a little later this year and we'll be sure to keep you looped in on any progress here.
Maxine Bright
supported this idea
·
-
416 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…
Maxine Bright
supported this idea
·
-
25 votesMaxine Bright
supported this idea
·
-
109 votes
-
21 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important proactive notifications could be for managing tax returns efficiently. We've moved this to Gaining Support, which means the community team have reviewed the idea and it's now open for community support through votes and comments. This is a great opportunity for others to add their voice and share how this could help their workflow. Keep the feedback coming!
Maxine Bright
supported this idea
·
-
48 votesMaxine Bright
supported this idea
·
-
270 votes
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.
Maxine Bright
supported this idea
·
-
164 votesMaxine Bright
supported this idea
·
-
55 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂Maxine Bright
supported this idea
·
-
112 votes
Hi everyone, thanks so much for your engagement here. Your insights are essential as we look to improve Xero. We understand the value of a more streamlined way of working.
Right now, your current options are to request documents and information from your clients using the existing queries feature in Workpapers. We appreciate you taking the time to share your feedback.
While we don't have this feature on our current roadmap, we'll continue to monitor this request, and make sure to keep you updated if there's any progress.
Maxine Bright
supported this idea
·
-
160 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Maxine Bright
supported this idea
·
This is really for Xero Blue not practice manager, but you do not have a category for this,
Automated client statements - have the option to send out our practice statements on a regular basis i.e. weekly or fortnightly regardless of the days due or overdue!