Settings and activity
47 results found
-
12 votes
Aileen Pennington
shared this idea
·
-
723 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…
Aileen Pennington
supported this idea
·
-
1 voteAileen Pennington
shared this idea
·
-
299 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Aileen Pennington
supported this idea
·
-
12 votes
An error occurred while saving the comment Aileen Pennington
shared this idea
·
-
219 votes
An error occurred while saving the comment Aileen Pennington
commented
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?
Aileen Pennington
supported this idea
·
-
23 votesAileen Pennington
supported this idea
·
-
69 votesAileen Pennington
supported this idea
·
-
127 votesAileen Pennington
supported this idea
·
-
157 votes
Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.
Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.
Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.
We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.
Aileen Pennington
supported this idea
·
-
27 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
·
-
11 votesAileen Pennington
supported this idea
·
-
521 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
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
·
-
81 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
·
-
7 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
·
-
240 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
An error occurred while saving the comment Aileen Pennington
commented
I already do this through Cash Coding?
-
194 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
·
-
12 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
·
-
59 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
·
Additionally, I find that if the employee does not work the public holiday, as soon as you approve the timesheet, the public holiday defaults to nil hours on the payslip. Why?