Settings and activity
49 results found
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56 votes
Emily Wheatley
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581 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Emily Wheatley
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201 votesEmily Wheatley
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329 votesEmily Wheatley
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254 votesEmily Wheatley
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413 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Emily Wheatley
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347 votesEmily Wheatley
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500 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.
Emily Wheatley
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919 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…
Emily Wheatley
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14 votes
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13 votesEmily Wheatley
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
298 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…
Emily Wheatley
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8 votes
Appreciate the thought in your idea here, Tracey. Being open this would be quite a drastic change from the way in which branding works wirth invoicing today and I want to be open that we don't have direct plans for this right now.
Good to get a sense of interest in this through the idea here.
An error occurred while saving the comment Emily Wheatley
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21 votesEmily Wheatley
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5 votesEmily Wheatley
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7 votesEmily Wheatley
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18 votesEmily Wheatley
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13 votesEmily Wheatley
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37 votesEmily Wheatley
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3 votes
Hi all, when using bank rules to create transactions you can specify the tax rate that should be applied to the transaction. For example you can set if the bank rules created from certain suppliers would have VAT rate 20%, zero rated or No VAT.
Emily Wheatley
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This is a fantastic idea