Settings and activity
7 results found
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343 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
Tricia Drew
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15 votesTricia Drew
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4 votesTricia Drew
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605 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 An error occurred while saving the comment Tricia Drew
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I can't believe this still hasn't happened, I've been asking for 10 years now.
Tricia Drew
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89 votes
An error occurred while saving the comment Tricia Drew
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No brainer, it's great on the VAT report but this report is generally run first.
Tricia Drew
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246 votes
An error occurred while saving the comment Tricia Drew
commented
Attach pdf bank statement to published bank reco report
It would be great to be able to attached the copy of the bank statement to the published report. Currently some clients put them in files but this is accessible by most users which is not good.
Tricia Drew
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148 votesTricia Drew
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I've been using Xero for 10 years now and have been ******* on about this since then. Really frustrating when they are messing around with stuff that worked really well but now isn't like the new reports.