Settings and activity
6 results found
-
1,296 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
An error occurred while saving the comment An error occurred while saving the comment 
Larisa Hailey
commented
Nice work @alex!
Larisa Hailey
supported this idea
·
-
44 votes
Hi everyone, thanks for sharing your feedback on a direct bank feed for Square. We understand that using a third-party integration isn't always seamless and that a direct feed, like the one for Stripe, would make life easier when reconciling your payments.
As noted by others here, the current solution is to connect an app from the Xero App Store to bring your Square transactions into Xero, or you can continue to manually import these.
Right now, building a direct bank feed for Square isn’t in our plans. We're continuing to monitor the interest in this idea, so please keep adding your votes and comments as it helps us see the demand.
Larisa Hailey
supported this idea
·
-
489 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Larisa Hailey
supported this idea
·
-
221 votes
Thanks everyone, we appreciate you continuing to share your feedback on automating Super calculations for under-18s who work more than 30 hours a week. We understand how accounting for this 30-hour threshold would reduce manual adjustments during pay runs.
Our product team has been reviewing this idea as part of their roadmap planning, however at this stage it isn't on our immediate roadmap.
For now, this idea will remain Accepted and will continue to be evaluated as the team plans future Payroll improvements. We’ll be sure to share an update here if there is any progress.
Larisa Hailey
supported this idea
·
-
35 votes
Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
An error occurred while saving the comment Larisa Hailey
commented
I've recently started using Documents packs to add additional reports to the BAS/IAS when I send them to clients. Disappointed that we are now taking a step backwards as Xero Tax did automatic reminders and now we have to manually come back and send those reminders for document packs.
Larisa Hailey
supported this idea
·
-
179 votes
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…
.png){kind=link}
Hi Alex,
Yes it would be great to be able to see flagged invoices across team members.
Thanks
Larisa