Settings and activity
28 results found
-
29 votes
An error occurred while saving the comment 
Paolo Coniglio
supported this idea
·
-
812 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Paolo Coniglio
supported this idea
·
-
41 votes
Hi team, we value your feedback here.
While not directly within Xero we wanted to highlight that this capability is available through Syft Analytics. With Syft you can create categories or groups in a report layout and expand or collapse them dynamically while viewing financial reports.
Syft Analytics is available as an add-on for accounting practices and customers on some Xero plans.
Thanks again for your feedback and for helping us understand how this'd improve your reporting workflow, while it's not in our roadmap currently we're continuing to keep a close watch on the interest here for future planning. I'll share if there are any updates.
An error occurred while saving the comment Paolo Coniglio
commented
I would love this report feature we have to create a summary and detailed version for every report
It would be so much easier and transparent for clients to have one version where they can expand any areas that has been grouped
On a side note MYOB AR Web has this featurePaolo Coniglio
supported this idea
·
-
34 votesPaolo Coniglio
supported this idea
·
-
541 votes
Hi team, thank you for sticking with us on this one. Online bill payments are now live in Australia through Airwallex, so you can pay supplier bills directly from Xero without logging into online banking.
As mentioned in my last update;
- In the US we have bill pay powered by Melio, with quick payments and contact syncing.
- We offer bill pay with Crezco for our UK customers, including international payments with 32+ currencies supported.
We’re reviewing the experience across additional regions and will continue to share updates as we learn more and make further progress.
An error occurred while saving the comment Paolo Coniglio
commented
This was originally announced at Xerocon 2017 but it was canned as the banks didn’t want to open the integration
Paolo Coniglio
supported this idea
·
-
488 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Paolo Coniglio
supported this idea
·
-
1,471 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Paolo Coniglio
supported this idea
·
-
Bank Reconciliation - Ability to make bank rec turn green even when there's something in discuss tab
21 votesPaolo Coniglio
supported this idea
·
I would love this to happen!