Settings and activity
9 results found
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64 votes
Hi everyone, thanks for your feedback on the Xero Files changes. We appreciate you explaining how important direct drag-and-drop is to your workflows.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment 
Tricia Drew
supported this idea
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27 votes
Thank you for your valuable contribution! We've reviewed your idea, and it is now open for community feedback and voting.
To help your suggestion gain traction, we encourage you to share it with colleagues who would also benefit from this change. Their votes and comments will provide additional insight into how this improvement could enhance the Xero experience for everyone.
An error occurred while saving the comment Tricia Drew
commented
To be able to have a short cut on the "new" Accounting tab for Financial Settings to have easy access to lock data back where it was.
Please stop making everything take longer to do Xero and start asking those of us who use Xero instead of developers coming up with "ideas" that don't work.
An error occurred while saving the comment Tricia Drew
commented
To be able to have a short cut on the "new" Accounting tab for Financial Settings to have easy access to lock data back where it was.
Please stop making everything take longer to do Xero and start asking those of us who use Xero instead of developers coming up with "ideas" that don't work.
Tricia Drew
supported this idea
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31 votes
Understand our customers have different habits when entering dates, Emily. Atm you can use '-' or '/' to separate n umbers in your dates, however as you've found '.' isn't an option. We'll begin gathering interest in this here, and I'll share if there are any updates planned.
An error occurred while saving the comment Tricia Drew
commented
Already fed this back to Xero a few months ago, really annoying.
Tricia Drew
supported this idea
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431 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
Tricia Drew
supported this idea
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21 votesTricia Drew
supported this idea
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4 votesTricia Drew
supported this idea
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111 votes
An error occurred while saving the comment Tricia Drew
commented
No brainer, it's great on the VAT report but this report is generally run first.
Tricia Drew
supported this idea
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270 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
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
supported this idea
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188 votesTricia Drew
supported this idea
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Again, it wasn't broken so why try to fix it, it was fine before. Now, as Xero seems to like to do, there are several more steps that need to be taken to do what was easy in the past.
I like the archive bit but LET THE CLIENT DECIDE what goes in it.