Settings and activity
13 results found
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22 votes
Hi community we appreciate your feedback on the limitations of branding within Xero right now. While we are looking into improvements to branding and simplifying how customers customise their invoices, we don't have any plans at this stage to increase the # of branding templates that can be set up in the short term.
In consideration of those in the discussion who's workflow consists of creation of recipient created tax invoice, Xero does not currently have a feature to directly support these transaction types, however we have an idea specifically for this that you may be interested in adding your support to. This is not something we have plans for right now, but we are watching the feedback for this and will share if there's any updates, there.
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Gavin Ander
supported this idea
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7 votes
Hi Esteon, you're right that it's not currently possible to Filter by the Related account column atm. It'd be good to understand what you;re trying to look at when running this report atm.
Rather than filter by related account, could you select the Account that you'd be looking to filter by and then click the Related account header to order the transactions by the account they came from?
Gavin Ander
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15 votesGavin Ander
supported this idea
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38 votes
Thanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.
Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.
Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!
An error occurred while saving the comment Gavin Ander
commented
Xero use to have this feature but got rid of it.
See https://www.youtube.com/watch?v=-Q2_5IqJz3E
See at 1:46 - this version of Xero has the ability to click on multiple customers and choose to turn reminders off.Why Xero stopped this time saving feature is beyound me. I do not want to have to open each Customer separately to turn off the "Invoice Reminder" as this is too time consuming.
Xero could you please respond to this thread.
Gavin Ander
supported this idea
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5 votesGavin Ander
shared this idea
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49 votesGavin Ander
supported this idea
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138 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Gavin Ander
supported this idea
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An error occurred while saving the comment Gavin Ander
commented
Xero you really need to come to the party on this. My previous accounting application would search ALL the text in a transaction. In Xero it is just too time consuming to find a transaction you need.
Some feed back where you are up to with this would be appropriate.
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53 votes
An error occurred while saving the comment Gavin Ander
commented
Yes this is vitally important. In our previous Accounting Software we could include the Suppliers bank account on the remittance advice. This was very useful as the Supplier could always check that we were paying into the right bank account. Sometimes the supplier had changed their Bank Account with notifying us or we may have omitted to change it. The supplier could then notify us if the Bank Account was incorrect.
Gavin Ander
supported this idea
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72 votesGavin Ander
supported this idea
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291 votes
Hi everyone, we understand you'd like more consistency in the documents you send from Xero and appreciate all your feedback on Remittance customisation here. While we have longer terms intentions to improve branding across Xero, this is not roadmapped for development at present.
We'll continue to stay connected to the idea here and engage to share when there is opportunity to develop in this space.
Gavin Ander
supported this idea
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521 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
Gavin Ander
supported this idea
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520 votes
Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.
The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.
Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.
We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…
Gavin Ander
supported this idea
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494 votes
Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.
I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.
When the teams resources open up and we can consider new development in Quotes like being…
Gavin Ander
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This limit is an utter nuisance.
We are an exporting Honey Company and we need to have many different docx themes for invoices.
This limit is quite unacceptable as it will adversely effects our business and I cannot see the reason why Xero would have a limit.