Settings and activity

8 results found

1. Xero Practice Manager - Create recurring job from existing task

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Dean Robertson supported this idea  ·  03 December, 2023

2. XPM - Ability to change to-do list

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Dean Robertson supported this idea  ·  02 December, 2023

3. Practice Manager - Automatic time tracking by client

   9 votes

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Dean Robertson shared this idea  ·  10 May, 2022

4. Customer statements - Export to Excel

   188 votes

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   submitted  ·  44 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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5. Bank accounts - Export list of unreconciled items from Account Transactions screen

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   2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi all, I wanted to share that while there's no export option on the Account Transactions screen itself, it is possible to export a list of unreconciled Account Transactions with the Business Bank Account Reconciliation Summary report. If you export a copy of this to Excel you'll find the sections for Plus Outstanding Payments and Less Outstanding Receipts which are the unreconciled account transactions. Hope that helps 😊

6. Organisation Settings - Ability to set colour of organisation

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   270 votes

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   submitted  ·  99 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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7. Bank Rules - Ability to import and export

   491 votes

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   95 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

   We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

   We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

8. Bills - Pay Bill electronically from within Xero

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   57 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!

   For our UK customers we've made paying overseas suppliers easier with international bill payments.

   Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.

   
   

   We've also just launched bill payments in Xero for customers in the US, powered by BILL.

   You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors can choose how they want to be paid. With no recurring subscription fees (aside from your Xero plan), you only pay per transaction.

   Thanks for your continued support in this idea, we'll continue to share more updates with you all. 🙂

   Hi team, we pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!

   For our UK customers we've made paying overseas suppliers easier with international bill payments.

   Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.

   
   

   We've also just launched bill payments in Xero for customers in the US, powered by BILL.

   You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and… more