Settings and activity
24 results found
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459 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
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Judah Kosky
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1 voteJudah Kosky
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53 votesJudah Kosky
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120 votesJudah Kosky
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13 votes
An error occurred while saving the comment Judah Kosky
commented
This is a gross oversight on audit logs filters. You have the data, just add the filter.
Judah Kosky
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96 votes
An error occurred while saving the comment Judah Kosky
commented
Yes! We synced Xero with a CRM to test it out. Within days we had over 400k contacts and 95% of them don't have any activity and there is no way for us to filter through all 400k of them to remove them, so now Xero runs like a snail.
Judah Kosky
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24 votes
An error occurred while saving the comment Judah Kosky
commented
Have an alternate partner other than GoCardless. I don't understand why Xero doesn't support ACH payment through Stripe, but there have been many cases where GoCardless drops the ball or even drops clients (has literally happened to one of my clients for asking too many questions). Which means, there is no ACH alternative. (I have yet to hear any client that has enjoyed GoCardless, it is an awful platform).
Judah Kosky
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5 votes
An error occurred while saving the comment Judah Kosky
commented
This would be fantastic
Judah Kosky
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80 votesJudah Kosky
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6 votes
An error occurred while saving the comment Judah Kosky
commented
Have the option column in the clients area to show "Oldest Unreconciled Date"
Judah Kosky
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179 votesJudah Kosky
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51 votesJudah Kosky
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161 votesJudah Kosky
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166 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
Judah Kosky
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401 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Judah Kosky
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513 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…Judah Kosky
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581 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Judah Kosky
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398 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
Judah Kosky
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499 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Judah Kosky
commented
I quickly discovered the Prepayments don't show as an open Credit Note (which I believe is a flaw in the system) and Overpayment requires you to ONLY use the overpayment account (no room for customization). So, a simple solution would be to have the ability to create a Credit Note from the bank feed area.
Judah Kosky
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964 votes
Hi everyone
We wanted to provide you an update on our progress for this idea as it’s very much something we want to make easier for you all. The feedback you’ve provided so far has been helpful. One of the big problems our Product team identified in this thread and in other customer research is how hard it is for customers to navigate their statement lines to gain a holistic view of the work they need to do and complete their work flows efficiently.
I’m pleased to share that they’re in the early stages of developing a solution that will help to improve this experience by combining a search tool with an increased number of statement lines being returned to the page.
The product team has a working concept and are looking to validate this with some customers before working out the final details. If you’re interested in participating, please…
So, the announcement doesn't have a lot of information other than just an announcement. Are their any more details:
- Will you need to subscribe to Bill to use it?
- What will the extra cost be?
- Are we going to need to go through Bill or can we just remain in Xero?
- Bill has a long history of making massive messes in Xero because of their 1-way integration (even though they say it is 2-way, we all know it is a 1-way), are they going to make this a better UX and prevent making messes of the books?