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  1. New Invoicing - Typeable dates in Date fields

    129 votes

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    12 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).

    We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.

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    Dave Spruit commented  · 

    We add invoices daily and this is going to slow us down tremendously. This is not progress this is going backward and is not very user friendly.

    Dave Spruit supported this idea  · 

  2. Bank Rules - Ability to import and export

    433 votes

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    82 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

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    Dave Spruit commented  · 

    Is there any chance this may happen? As you can see from the responses this would make a huge difference to managing the Bank Rules.

    Dave Spruit supported this idea  · 
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    Dave Spruit commented  · 

    It would help a load when I need to delete or clear Bank Rules as we have hundreds and it is really difficult to page through them to decide which need to be deleted.

  3. Invoices: Repeating Invoices - Bulk Import/Export

    198 votes

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    submitted  ·  84 comments  ·  For small businesses » Business features  ·  Admin →
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    Dave Spruit commented  · 

    Each year with increases we need to go into each Repeating invoice and re-add the line items to bring in any increases. We have around 1000 of them so this takes forever.