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  1. New Invoicing - Typeable dates in Date fields

    267 votes

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    27 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

    476 votes

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

    Hi community, sometime on since my last post we wanted to provide an update for your all here and appreciate the continued attention this idea is receiving.

    We want to be upfront that at this time focuses for the team are in other areas of bank reconciliation and we don't have any current plans for developing the ability to import and export bank rules from an organisation.

    We understand and know this is important to everyone that has voted for the idea and will continue to review and pay close attention to the feedback and votes here. When there is more opportunity for the team to refocus efforts here we will keep you informed of any progress.

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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

    223 votes

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    submitted  ·  93 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.