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  ·  51 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 team, we're 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 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're 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 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… more