Settings and activity
19 results found
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9 votes
Murray Thompson
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6 votesMurray Thompson
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11 votesMurray Thompson
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8 votesMurray Thompson
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29 votesMurray Thompson
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25 votes
An error occurred while saving the comment Murray Thompson
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33 votesMurray Thompson
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185 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
An error occurred while saving the comment Murray Thompson
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In the meantime, you can use the "Find and Recode" tool (Adviser level). This can give you the search functions you are after (and track down that transaction over all bank accounts, invoices, or bills to pay).
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115 votes
Hi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.
Murray Thompson
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7 votesMurray Thompson
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34 votesMurray Thompson
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2 votesMurray Thompson
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18 votesMurray Thompson
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3 votesMurray Thompson
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30 votesMurray Thompson
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71 votes
Thanks everyone, we thoroughly appreciate your feedback on changes when adding or editing a contact.
Since the initial release, our team have made an update and you'll find you can now enter IBAN and SWIFT into account number without it throwing errors.
Currently, if you save information into the account number field it'll spread across the bank account prefix and bank account number fields - The thing to note is that this will not impact processing of batch payments and will be one field when exported for batch payments.
We understand it’s not the perfect solution and are looking at further enhancing this - I'll keep you updated here.
Murray Thompson
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An error occurred while saving the comment Murray Thompson
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Can I add also - adding Batch Payment Banking Details in the updated contacts - you can add the 3 banking fields that are limited in NZ to 3 x 12 characters. In the old version of contacts, this was a hard limit of 12 characters per field. However, in this updated version, you keep on typing, and only when you tab to the next field does it inform you that you have exceeded 12 characters (in red).
Well Xero, just limit the input length like it was (which would be super helpful rather than counting the number of digits entered all the time.
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137 votes
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441 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
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643 votes
Hi everyone, we value your input to this idea and how adding files directly to a fixed asset in Xero would be of use and improve efficiency for our customers.
Noted in my last update - our team are now in the midst of building Fixed Assets with updated technology. We plan to begin releasing this in the latter part of this year.
Our product team have paid close attention to the requests related to Fixed Assets here in community as they develop, and we do have intentions of providing the ability to attach files to assets.
For now, we'll shift to Under review and I'll keep you updated when we're closer to making this available to you all.
I am an accountant looking after non-profits and just looking at the hard limits introduced with the new plans, I see that some of my clients will have to move to the Comprehensive Plan or even the Ultimate Plan (just because they have 6 employees!).
I totally agree that (again) these pricing plans are pricing Xero and Xero Payroll out of the market. Xero - do you want people to actually use Xero Payroll? At these pricing plan increases with the hard limits, it is actually becoming an unaffordable option. Oh, and there are other Payroll options run through other Payroll Intermediaries (that will handle all the payments side as well).
I agree - a removal of the Hard Limits AND still enable Xero Payroll on the Ignite (Starter) Plan. There are a lot of small businesses who use Xero, but to spend $900, $1,188 or $1,356 a year is a lot and Xero's pricing increases are tone deaf to their customer base.
Murray Thompson
CATAS Limited