Settings and activity
44 results found
-
179 votes
An error occurred while saving the comment 
Aileen Pennington
supported this idea
·
-
23 votesAileen Pennington
supported this idea
·
-
48 votesAileen Pennington
supported this idea
·
-
73 votesAileen Pennington
supported this idea
·
-
125 votesAileen Pennington
supported this idea
·
-
23 votes
Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
Aileen Pennington
supported this idea
·
-
6 votesAileen Pennington
supported this idea
·
-
479 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
An error occurred while saving the comment Aileen Pennington
commented
Kwei Ma, I think you do that through batch payments.
Aileen Pennington
supported this idea
·
-
66 votesAileen Pennington
supported this idea
·
-
18 votes
Hi everyone, while not completely solved, we've made a recent addition to the client export which now allows you to export the Subscriber Email. This should help provide a better view and filter your clients subscriptions through the export file.
Aileen Pennington
supported this idea
·
-
5 votes
Hi team, great to get your feedback and support through the idea here. We appreciate these challenges with the current functionality when setting up a casual employee. We’ve started some work around enabling Xero customers to select Employment Types such as casual. While in early stages at present we’ll keep you updated on progress for this here.
Aileen Pennington
shared this idea
·
-
211 votes
Thanks for all sharing and supporting how bulk reconciling transactions and suggestions that have been matched to statement lines in your bank would help your business.
It's great to see the trust you've built in Xero's capabilities to match and help you save time from manually finding and creating transactions to reconcile your bank.
Along with building on the foundations of our platforms, the teams efforts at present have been on improving the ability to create suggested transactions for more statement lines in your org - With a lot of this being backend logics there's not a heap you'll see from the front side of things but Xero's reconcile engine is getting stronger and overtime you should find even less need to create transactions in your org, yourself.
With this work underway there is no development for being able to reconcile transactions that have the 'OK' presented option atm,…
An error occurred while saving the comment Aileen Pennington
commented
I already do this through Cash Coding?
-
150 votesAileen Pennington
supported this idea
·
-
164 votes
Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented.
That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow.
For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.
An error occurred while saving the comment Aileen Pennington
commented
agreed, this is really needed and I am surprised more people haven't voted for it!
Aileen Pennington
supported this idea
·
-
9 votes
Hello Trang, you can tag multiple documents at once by holding ctrl/cmd on your keyboard. Note that you'll need to create the tag first before you can do this - Read more on our article for more information.
Because Hubdoc can't bulk update the documents to be "Mark as paid" right now, I've changed the title of your idea, so we can see the interest from the community here :)
Aileen Pennington
supported this idea
·
-
53 votes
An error occurred while saving the comment Aileen Pennington
commented
It would also be handy to bulk archive instead of having to do these individually.
Aileen Pennington
supported this idea
·
-
55 votesAileen Pennington
supported this idea
·
-
4 votesAileen Pennington
shared this idea
·
-
6 votesAileen Pennington
supported this idea
·
-
12 votesAileen Pennington
supported this idea
·
I have to agree with Graeme here. I am currently looking at other options for most of our systems including XPM. This is just an assumption but I am feeling we are too small an audience in New Zealand to focus on now that Xero is global?