Settings and activity
57 results found
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5 votes
It’s clear that manually checking each client organisation to see if a bank feed has dropped out can take up valuable time.
We hear you that a central view or alert on the Practice Homepage would make it easier to spot connection issues across your client base and address them before they affect month-end work.
As mentioned, surfacing this in a homepage widget would reduce the need to check individual files and make it easier to stay on top of feed status.
I’ve added this to Gaining Support so we can track interest and share with our product team how this at-a-glance visibility could improve day-to-day practice management.
Jean Sutherland
supported this idea
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5 votes
Hi team, we recognise that staying on top of disconnected or expiring bank feeds is important for keeping workflows running smoothly.
We hear that having a dedicated view or alert on the Practice Homepage would make it easier to manage bank feed refresh across clients, rather than only picking up issues when working in a specific file.
This is now in Gaining Support so we can gather interest and share how this could make day-to-day practice management easier.
Jean Sutherland
supported this idea
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29 votes
We're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
Jean Sutherland
supported this idea
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35 votes
Hi everyone, we appreciate the interest in being able to bulk approve and send einvoices from Xero.
This is something our product team will consider in future planning however isn't on the roadmap right now, please do make sure you've added your vote and share any additional detail that may help in the teams review.
We'll continue to track interest here and share if any plans are made.
Jean Sutherland
supported this idea
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70 votes
An error occurred while saving the comment Jean Sutherland
supported this idea
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100 votes
Hi everyone, we appreciate that as eInvoicing is adopted by more regions and businesses the appetite for supporting eInvoicing across more of Xero’s features is growing.
Over the coming months our product team will be looking into updates to Xero’s repeat invoices templates and support for eInvoicing within these is something that's on our teams radar. When we get to picking this up and being able to explore this deeper, we’ll keep you updated and share if there are any opportunities to bring you into our discovery.
Jean Sutherland
supported this idea
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103 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
Jean Sutherland
supported this idea
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31 votes
An error occurred while saving the comment Jean Sutherland
commented
We have a "Date In" custom job field and it would be great to be able to view and bulk update in the Job Manager.
Jean Sutherland
supported this idea
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14 votes
Thanks for sharing this with us here, Vicki. I've made sure your feedback is passed onto our product team.
It's best if an idea is specific to one feature request so that others know what they're voting for and to help product better understand the interest for a feature.
We have a separate idea around the lock dates that I've just added your vote for across here. We don't have any plans for this but if any are made I'll let you know, there.
Jean Sutherland
supported this idea
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1 voteJean Sutherland
shared this idea
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2 votes
Hi Jean, I see you've posted this under Xero HQ - Out of interest is this where you'd like to be able to see this sort of notification?
An error occurred while saving the comment Jean Sutherland
commented
An email to the subscriber or an alert at the top of Xero HQ would be great – maybe three days before the transfer is due to expire and then again after it has expired. Thanks.
Jean Sutherland
shared this idea
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24 votesJean Sutherland
supported this idea
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3 votesJean Sutherland
shared this idea
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24 votesJean Sutherland
supported this idea
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19 votes
An error occurred while saving the comment Jean Sutherland
commented
You can send a list to your Xero account manager for them to bulk delete them.
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26 votes
An error occurred while saving the comment Jean Sutherland
commented
You can send a list to your Xero account manager and they will do this.
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17 votesJean Sutherland
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5 votesJean Sutherland
supported this idea
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29 votes
An error occurred while saving the comment Jean Sutherland
commented
The access to Business/Timesheets where staff can see the overview of everyone's timesheets should be able to be restricted as a matter of urgency.
Jean Sutherland
supported this idea
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29 votes
An error occurred while saving the comment Jean Sutherland
commented
This would be a great improvement to NZ tax returns. The lines should be able to be dragged and dropped. So time consuming to re-type them all when you want to move something or add a new item high up the list....
Jean Sutherland
supported this idea
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e-invoicing is currently cumbersome with having to tick on each individual invoice as a e-invoice before sending. It needs to work like the Xero to Xero network so it recognises the e-invoicing status at the client level and sends via that channel automatically, especially for repeating invoices. I do like that no email is sent.