Settings and activity
16 results found
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2 votes
Lee Jaques
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14 votes
An error occurred while saving the comment Lee Jaques
commented
Absolutely agree, the new report creates an extra step having to change the filters every time. I run this report multiple times a day and it's creating extra work which is very irritating.
I logged a support ticket with Xero as I'd assumed there was a way to change the default date range, but the response was "At the moment the new reports default in that manner and it not possible to edit them. However as these are new reports we are taking all new feedback on the reports."
It seems to be a theme with Xero that they make changes nobody seemed to ask for, then respond to any resulting feedback with 'we've no plans to change this'
Lee Jaques
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176 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Lee Jaques
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370 votesLee Jaques
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313 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Lee Jaques
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11 votes
Thanks for the feedback and raising as an idea here, Katie. We initially made this change based on customer feedback.
Appreciate how different businesses have differing needs and we'll keep an eye on the interest of this build here, however want to be open that there are no immediate plans for adding a Current column back to these reports at this stage.
An error occurred while saving the comment Lee Jaques
commented
Likewise I have no idea why this is considered an 'improvement' and has proved deeply frustrating, adding extra work to my reporting process.
I also export this report for multiple entities and drop it into a common spreasheet and I now have to check each one individually and make manual adjustments when the Current column doesn't appear.
I would have thought that having a consistent and fixed report format is a relatively basic function, Xero have clearly given no thought to how this report is being used.
Sadly I am not holding my breath as Xero appear to take very little notice of the feedback they are consistently given on this forum.
Lee Jaques
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196 votes
An error occurred while saving the comment Lee Jaques
commented
I looked at Xero Expenses recently to replace our current process and this is one of the main reasons I decided against it - seems a basic requirement
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160 votesLee Jaques
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167 votesLee Jaques
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459 votesLee Jaques
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1,077 votes
We appreciate wanting to see more rapid movement, everyone. Having done a lot of exploration into this area our team have a good handle on the needs to solve this, however we want to be honest that development will be some time away with the team currently focused on improving bills list views and updating add/edit bill pages. For the time being to keep you up to date we're going to move this idea back to Submitted until more active work takes place for this.
I can assure you this idea is the best place to be leaving feedback for this feature, and Xero Product Ideas as a whole is the best place to be sharing where you'd like to see change across Xero products. As a community team we're advocating on your behalf constantly to see where ideas can be worked on, and this site is where our product…
An error occurred while saving the comment Lee Jaques
commented
This is a pretty basic requirement of an accounting system, as well as being able to add a clearly visible note to log the dispute. It would also be useful to be able to run reports on bills in dispute.
Lee Jaques
supported this idea
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451 votes
An error occurred while saving the comment Lee Jaques
commented
This is a pretty basic requirement of an accounting system, as well as being able to add a clearly visible note to log the dispute. It would also be useful to be able to run reports on invoices in dispute.
Lee Jaques
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89 votesLee Jaques
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226 votesLee Jaques
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1,109 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Lee Jaques
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674 votes
Thanks for staying connected with us here in product ideas, team. As many will have noticed, our new Fixed Assets experience has been released to most users now. I'm happy to share that development for attaching a file to Fixed Assets in this new experience is moving along. We're hoping to have this delivered to everyone over the coming weeks, and I'll share more detail once it's here in where and how you can atta h a file to an asset 🙂
As this feature is limited to the new experience, if you have an AU business that uses pooling and is still working with the older version of Fixed Assets this feature won't be available until we move you across to the new experience.
Lee Jaques
supported this idea
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Noticed this now shows on the new style Contact layout, however when you view the CIS table on the Financial Details tab, the deduction rate isn't displayed and you have to click Edit to view the contact record.
Seems a bit counter intuitive and would be very useful to have the deduction rate displayed along with the other info.