Settings and activity

8 results found

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

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   submitted  ·  4 comments  ·  Practice tools  ·  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  ·  Practice tools  ·  delete…  ·  Admin →
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   Dean Robertson supported this idea  ·  02 December, 2023

3. Practice Manager - Automatic time tracking by client

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   submitted  ·  1 comment  ·  Practice tools  ·  delete…  ·  Admin →
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   Dean Robertson shared this idea  ·  10 May, 2022

4. Customer statements - Export to Excel

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   submitted  ·  52 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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5. Bank accounts - Export list of unreconciled items from Account Transactions screen

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   4 comments  ·  Banking & chart of accounts » Reconciliation  ·  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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   submitted  ·  111 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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7. Bank Rules - Ability to import and export

   523 votes

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   108 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.

   The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.

   Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.

   We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short of it. Thanks for being a part of our community.

   Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.

   The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.

   Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.

   We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short… more

8. Bills - Pay Bill electronically from within Xero

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   61 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 capability to small businesses and their advisors in more regions by leveraging new technologies, where available and will keep sharing news on this with you all through this idea! Thanks 😊

   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… more