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944 votes
Hi community, appreciate the want for more of an update from us on this highly voted idea. Since Kelly’s last message I am pleased to let you know that our product team has done some discovery work in this space. More specifically, exploring the different ways in which the problem could be solved in Xero, alongside understanding the technical challenges. The feedback you’ve shared has been really useful for our product team’s research 🙏
We recognise the importance of needing to know which bills are flagged, so people making payment can review whether a bill should be paid or not, to avoid inadvertent payment. Being able to improve this workflow is important to us and once we have solution concepts, we will be sure to reach out to this community for feedback.
Right now there are no specific time frames available as to when this might be worked on, but…
Holly Spence
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93 votes
An error occurred while saving the comment Holly Spence
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257 votes
Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here.
As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;
- You can now tab to select a highlighted contact and move through to the next field - related idea
- Create a new repeating template from a draft invoice - related idea
Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.
Once the team's work has concluded,…
Holly Spence
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90 votesHolly Spence
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350 votesHolly Spence
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513 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Holly Spence
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232 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Holly Spence
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167 votesHolly Spence
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14 votesHolly Spence
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75 votesHolly Spence
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Can we have the option to set to default buttons/selections when completing an invoice please?
I do not need to email all of my invoices yet have to click through to select just approve.
This is a small thing in the grand scheme but when processing lots of invoices it is another thing that slows the process down, along with the 'too many clicks/tabs' issue.
Hopefully the new invoicing can be updated so it is a smooth process like the old style for tabbing and clicking through.