Settings and activity
8 results found
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25 votes
AdminPhil Skinner
(Admin, Xero)
supported this idea
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146 votesAdminPhil Skinner
(Admin, Xero)
supported this idea
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158 votesAdminPhil Skinner
(Admin, Xero)
supported this idea
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78 votes
Hey community, just a quick update to let you know the team are currently working on this! We’ll pop back to confirm it’s been delivered in the new year 🌟
In the meantime three different payment services can be added to an invoice template. These fall under the category credit/debit card, Paypal and bank payments. So you could add Stripe, Paypal and GoCardless to an invoice template branding theme but wouldn’t be able to add both Stripe and Square as these are both debit/credit card options.
Alternatively multiple invoice templates can be created with different payment services, this would help in some of the scenarios mentioned by a few users in the comments. -
30 votes
An error occurred while saving the comment AdminPhil Skinner
(Admin, Xero)
supported this idea
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8 votesAdminPhil Skinner
(Admin, Xero)
supported this idea
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52 votes
Appreciate the detail, and thanks for raising this here in the forums.
While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change.
AdminPhil Skinner
(Admin, Xero)
shared this idea
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407 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.
AdminPhil Skinner
(Admin, Xero)
supported this idea
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Expand the csv export file to contain either ALL of the available columns of data or at least what has been selected to show on the screen.
Many firms use daily unreconciled transactions as a way to measure staff productivity and client status and they do this in Excel.
Also: Allowing to sort by more columns than just the name. Sorting by unreconciled transactions would be helpful.