Settings and activity
4 results found
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84 votes
Taskforce Accounts
supported this idea
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14 votes
Hi everyone, thanks for your feedback on new invoicing. We’re listening carefully to all feedback to make sure new invoicing has the functionality you need, as we prepare for retirement of the classic version.
We recognise that some things will be different, so we encourage you to spend some time familiarising yourself with the new version. We also believe all small businesses and advisors around the world can benefit from Xero, which is why we’re deeply committed to accessibility. We’re confident that in time, new invoicing will become easy to use and that you’ll enjoy the benefits of us being able to provide much more value on that platform quicker.There's some improvements we have made to enhance workflow. For example when you create a new invoice the cursor will begin in the Contacts field, from here you can tab through all fields of your invoice to enter detail. We’ve…
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
348 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
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268 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
Taskforce Accounts
supported this idea
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An error occurred while saving the comment Taskforce Accounts
commented
This needs to be a feature, of course people want to customise this as much as an invoice. The confines of xero's customisation needs to be upgraded
Agree with other comments.
I can find little that has been made easier.
Having to print to download - when you have to download often - annoying
The layout with the clear dividers of each coloum and row - exasperating
In an increasingly paperless world having the main option to print over doing any electronically - maddening.
And Xero's response of "get used to it" INFURIATING
The old saying of "if ain't broke, don't fix it seems to be lost of Xero's development team, meanwhile we STILL cannot edit our own remittance advice.
Customer satisfaction seems to be increasing low on Xero's list