Settings and activity
22 results found
-
65 votes
Bradley Lanning
supported this idea
·
-
148 votesBradley Lanning
supported this idea
·
-
189 votesBradley Lanning
supported this idea
·
-
57 votesBradley Lanning
supported this idea
·
-
598 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Bradley Lanning
supported this idea
·
-
7 votesBradley Lanning
supported this idea
·
-
5 votesBradley Lanning
shared this idea
·
-
80 votes
Hi everyone, we've begun rolling out improvements to the way you manage your online payment methods in Xero. It's going to be a slow release so our team can closely monitor usage and ensure it's working well with our customers - we'll keep you updated on when it's available to 100% of users.
To give you a taster of what's coming, we've designed a new flow that allows you to easily set up and access differing payment methods to your customers when sending invoices.
You'll have more control by being able to offer multiple payments services and customise the payment types you offer customers.Bradley Lanning
supported this idea
·
-
52 votesBradley Lanning
supported this idea
·
-
144 votesBradley Lanning
supported this idea
·
-
149 votesBradley Lanning
supported this idea
·
-
198 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
Bradley Lanning
supported this idea
·
-
302 votesBradley Lanning
supported this idea
·
-
606 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Bradley Lanning
supported this idea
·
-
416 votes
Thanks for all the attention and support this idea has collected, everyone. While we've made improvements to some of the screens in Bank Rules, we're still considering where others changes could be made, and it's helpful to see the traction on this idea.
With the new Bank Rules list view you'll find that you can now Search making it a little easier to group and manage your rules from within Xero. We're also enhancing the suggestions and auto matching when you reconcile which overtime will help to decrease the amount of rules a business may need.
We understand how being able to export rules would add another level to managing rules outside of Xero, and importing of rules would ease setups and we'll keep this idea front of mind and re-evaluate the interest when resource frees up to consider additional features.
Bradley Lanning
supported this idea
·
-
350 votesBradley Lanning
supported this idea
·
-
38 votesBradley Lanning
supported this idea
·
-
20 votesBradley Lanning
supported this idea
·
-
201 votesBradley Lanning
supported this idea
·
-
75 votes
