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5 results found

  1. Files - Automatically include specific file attachments when sending from Xero

    203 votes

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    submitted  ·  60 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Zhi Lee commented  · 

    I need the ability to automatically attach a timesheet. This is a huge deal breaker for me

    Zhi Lee supported this idea  · 

  2. Customer Statement - Send an overdue invoice statement

    248 votes

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    submitted  ·  12 comments  ·  For small businesses » Business features  ·  Admin →
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    Zhi Lee supported this idea  · 

  3. Bills - Pay Bill electronically from within Xero

    462 votes

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    46 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

    Zhi Lee supported this idea  · 

  4. Quote - Ability to have quote reminder

    409 votes

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    116 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

    Zhi Lee supported this idea  · 

  5. Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled

    300 votes

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    108 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 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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    Zhi Lee commented  · 

    Yes please. 6 years after this request, I hope it'll be implemented soon

    Zhi Lee supported this idea  ·